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Baxter International

981 hedge funds and large institutions have $20.1B invested in Baxter International in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 297 increasing their positions, 386 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 79

34% more call options, than puts

Call options by funds: $213M | Put options by funds: $159M

12% more capital invested

Capital invested by funds: $17.9B → $20.1B (+$2.16B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3% more funds holding

Funds holding: 955981 (+26)

0.15% less ownership

Funds ownership: 87.25%87.1% (-0.15%)

23% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 386

Holders
981
Holders Change
+26
Holders Change %
+2.72%
% of All Funds
15.4%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
112
Increased
297
Reduced
386
Closed
79
Calls
$213M
Puts
$159M
Net Calls
+$54.4M
Net Calls Change
-$47.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
951
Pacifica Partners
Canada
$3.39K
LIA
952
Luken Investment Analytics
Tennessee
$3.37K
GWMI
953
Guardian Wealth Management (Illinois)
Illinois
$3.32K +$44 +1 +1%
BCMLT
954
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.14K
BG
955
Bollard Group
Massachusetts
$3K +$2.61K +60 New
AT
956
Avalon Trust
New Mexico
$2.84K
ANBT
957
American National Bank & Trust
Texas
$2.78K
DIP
958
DT Investment Partners
Pennsylvania
$2.65K
BWP
959
Baldwin Wealth Partners
Massachusetts
$2.28K
CIA
960
Cape Investment Advisory
Georgia
$2.1K
SIC
961
SJS Investment Consulting
Ohio
$2.05K +$1.26K +29 +181%
IRC
962
Investors Research Corp
Georgia
$2.05K
WAS
963
Winch Advisory Services
Wisconsin
$2K
TCA
964
Trifecta Capital Advisors
Illinois
$1.82K
DI
965
Disciplined Investments
Oklahoma
$1.73K -$261 -6 -14%
NRG
966
Nemes Rush Group
Michigan
$1.73K +$1.66K +38 New
RCM
967
Raleigh Capital Management
North Carolina
$1.7K -$1.83K -42 -53%
MA
968
MCF Advisors
Kentucky
$1.51K
KFI
969
Key Financial Inc
Pennsylvania
$1.41K
NFSG
970
Newbridge Financial Services Group
Florida
$1.18K
EBA
971
Eagle Bay Advisors
New York
$1.14K
WWM
972
Wolff Wiese Magana
California
$1.14K +$653 +15 +150%
APC
973
Aspire Private Capital
North Carolina
$729
GJIA
974
Glass Jacobson Investment Advisors
Maryland
$638 +$610 +14 New
KFS
975
Kelly Financial Services
Massachusetts
$592

BAX Hedge Fund Activity: Q2 2023 in Review

981 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q2 2023, worth a combined $20.1B — up 12% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new BAX positions and 79 closed out — a net gain of 33 holders — while 297 added to existing stakes and 386 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $264M. The largest seller was Morgan Stanley, cutting an estimated $343M.

  • 981 institutional investors held Baxter International (BAX) as of Q2 2023, up from 955 in Q1 2023.
  • Funds reported $20.1B of Baxter International stock for Q2 2023, up 12% quarter-over-quarter.
  • 112 funds opened new Baxter International positions in Q2 2023 and 79 closed out, a net change of +33 holders.
  • The largest Baxter International buyer in Q2 2023 was T. Rowe Price Associates, an estimated $264M added.
  • The largest Baxter International seller in Q2 2023 was Morgan Stanley, an estimated $343M sold.

Based on aggregated 13F filings for Q2 2023.