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Baxter International
BAX

955 hedge funds and large institutions have $17.9B invested in Baxter International in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 335 increasing their positions, 356 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $237M | Put options by funds: $136M

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

0.49% more ownership

Funds ownership: 86.76% → 87.25% (+0.49%)

6% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 356

5% less funds holding

Funds holding: 1,010 → 955 (-55)

21% less capital invested

Capital invested by funds: $22.5B → $17.9B (-$4.63B)

25% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 129

Holders
955
Holders Change
-55
Holders Change %
-5.45%
% of All Funds
15.22%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
97
Increased
335
Reduced
356
Closed
129
Calls
$237M
Puts
$136M
Net Calls
+$101M
Net Calls Change
-$13.9M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$549M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$470M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$362M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M
5
Artisan Partners
Artisan Partners
Wisconsin
+$155M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.51B
2
Morgan Stanley
Morgan Stanley
New York
-$703M
3
NI
Nuance Investments
Missouri
-$252M
4
GIM
Generation Investment Management
United Kingdom
-$179M
5
N
Nuveen
North Carolina
-$157M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
976
Accurate Wealth Management
Florida
– -$1.6M -34,892 Closed
SEC
977
Seven Eight Capital
New York
– -$1.56M -30,607 Closed
SAM
978
Simplify Asset Management
Nevada
– -$1.56M -30,522 Closed
HC
979
Henshaw Capital
Massachusetts
– -$1.53M -30,000 Closed
OQS
980
Occudo Quantitative Strategies
Florida
– -$1.48M -28,993 Closed
CM
981
Capula Management
Cayman Islands
– -$1.47M -28,878 Closed
CT
982
Coastline Trust
Rhode Island
– -$1.36M -26,666 Closed
DA
983
Duality Advisers
Florida
– -$1.31M -25,756 Closed
CANY
984
Caxton Associates (New York)
New York
– -$1.29M -25,265 Closed
BHPW
985
Beverly Hills Private Wealth
California
– -$1.28M -25,179 Closed
CWA
986
Canvas Wealth Advisors
Kansas
– -$1.08M -24,591 Closed
DWM
987
Destination Wealth Management
California
– -$1.23M -24,144 Closed
AC
988
Allstate Corporation
Illinois
– -$1.17M -22,994 Closed
LCM
989
Liberty Capital Management
Michigan
– -$1.05M -20,579 Closed
XT
990
XTX Topco
Cayman Islands
– -$985K -19,319 Closed
AT
991
American Trust
Kentucky
– -$837K -16,426 Closed
CRC
992
Curi RMB Capital
Illinois
– -$773K -15,175 Closed
ESCM
993
Echo Street Capital Management
New York
– -$763K -14,977 Closed
FMC
994
First Merchants Corp
Indiana
– -$622K -12,210 Closed
MSCM
995
McElhenny Sheffield Capital Management
Texas
– -$587K -11,516 Closed
YIH
996
Y-Intercept (HK)
Hong Kong
– -$579K -11,361 Closed
CI
997
CX Institutional
Indiana
– -$559K -10,972 Closed
MML Investors Services
998
MML Investors Services
Massachusetts
– -$538K -10,557 Closed
CCM
999
CAAS Capital Management
New York
– -$424K -10,000 Closed
VAM
1000
Veritas Asset Management
United Kingdom
– -$482K -9,456 Closed
38 39
40
41 42

BAX Hedge Fund Activity: Q1 2023 in Review

955 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2023, worth a combined $17.9B — down 21% from $22.5B a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of BAX and 97 opened new positions — a net loss of 32 holders — while 356 trimmed existing stakes and 335 added.

The largest buyer was BlackRock, adding an estimated $549M. The largest seller was Wellington Management Group, cutting an estimated $1.51B.

  • 955 institutional investors held Baxter International (BAX) as of Q1 2023, down from 1,010 in Q4 2022.
  • Funds reported $17.9B of Baxter International stock for Q1 2023, down 21% quarter-over-quarter.
  • 97 funds opened new Baxter International positions in Q1 2023 and 129 closed out, a net change of -32 holders.
  • The largest Baxter International buyer in Q1 2023 was BlackRock, an estimated $549M added.
  • The largest Baxter International seller in Q1 2023 was Wellington Management Group, an estimated $1.51B sold.

Based on aggregated 13F filings for Q1 2023.