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Baxter International
BAX

912 hedge funds and large institutions have $17.9B invested in Baxter International in 2023 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 263 increasing their positions, 377 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $277M | Put options by funds: $155M

13% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 111

6% more capital invested

Capital invested by funds: $16.9B → $17.9B (+$979M)

2.7% more ownership

Funds ownership: 88.46% → 91.16% (+2.7%)

0% more funds holding

Funds holding: 909 → 912 (+3)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

30% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 377

Holders
912
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
13.3%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
125
Increased
263
Reduced
377
Closed
111
Calls
$277M
Puts
$155M
Net Calls
+$122M
Net Calls Change
-$50.7M

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$656M
2
Dodge & Cox
Dodge & Cox
California
+$620M
3
Morgan Stanley
Morgan Stanley
New York
+$147M
4
CCM
Camber Capital Management
Massachusetts
+$70.8M
5
GIM
Generation Investment Management
United Kingdom
+$62.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$200M
2
Invesco
Invesco
Georgia
-$146M
3
JP Morgan Chase
JP Morgan Chase
New York
-$130M
4
MF
Magnetar Financial
Illinois
-$91.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$90.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BDS
951
Banco de Sabadell
Florida
– -$599K -15,868 Closed
TCM
952
Teza Capital Management
Illinois
– -$543K -14,387 Closed
SFP
953
Sweet Financial Partners
Minnesota
– -$524K -13,885 Closed
SBH
954
Segall Bryant & Hamill
Illinois
– -$522K -13,840 Closed
IMC Chicago
955
IMC Chicago
Illinois
– -$477K -13,473 Closed
BMCM
956
Bryn Mawr Capital Management
Pennsylvania
– -$508K -13,451 Closed
IWC
957
Integrated Wealth Concepts
Massachusetts
– -$444K -11,758 Closed
SFS
958
Sowell Financial Services
Arkansas
– -$422K -11,099 Closed
WJWM
959
Williams Jones Wealth Management
New York
– -$415K -11,008 Closed
DAM
960
Deltec Asset Management
New York
– -$377K -10,000 Closed
BAM
961
Blueshift Asset Management
New Jersey
– -$364K -9,637 Closed
BPCE
962
Bank Pictet & Cie (Europe)
Germany
– -$363K -9,628 Closed
DC
963
Davenport & Co
Virginia
– -$352K -9,315 Closed
LBC
964
Lowe Brockenbrough & Co
Virginia
– -$318K -8,365 Closed
WSTAM
965
Wilbanks Smith & Thomas Asset Management
Virginia
– -$308K -8,156 Closed
TC
966
Telemus Capital
Michigan
– -$302K -7,990 Closed
CIC
967
Carnegie Investment Counsel
Ohio
– -$278K -7,361 Closed
CIBC World Market
968
CIBC World Market
Ontario, Canada
– -$276K -7,323 Closed
FMAEN1
969
Fund Management at Engine No 1
California
– -$273K -7,238 Closed
MNBTD
970
Moody National Bank Trust Division
Texas
– -$270K -7,166 Closed
VFA
971
Valeo Financial Advisors
Indiana
– -$267K -7,063 Closed
BCA
972
Bay Colony Advisors
Massachusetts
– -$265K -7,034 Closed
CWM
973
Cedar Wealth Management
California
– -$261K -6,907 Closed
SYBT
974
Stock Yards Bank & Trust
Kentucky
– -$258K -6,839 Closed
LAS
975
Lloyd Advisory Services
Georgia
– -$249K -6,592 Closed
37 38
39
40 41

BAX Hedge Fund Activity: Q4 2023 in Review

912 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2023, worth a combined $17.9B — up 5.8% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new BAX positions and 111 closed out — a net gain of 14 holders — while 263 added to existing stakes and 377 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $656M. The largest seller was BlackRock, cutting an estimated $200M.

  • 912 institutional investors held Baxter International (BAX) as of Q4 2023, up from 909 in Q3 2023.
  • Funds reported $17.9B of Baxter International stock for Q4 2023, up 5.8% quarter-over-quarter.
  • 125 funds opened new Baxter International positions in Q4 2023 and 111 closed out, a net change of +14 holders.
  • The largest Baxter International buyer in Q4 2023 was Pzena Investment Management, an estimated $656M added.
  • The largest Baxter International seller in Q4 2023 was BlackRock, an estimated $200M sold.

Based on aggregated 13F filings for Q4 2023.