We are live on ! Find out more
BAX icon

Baxter International

909 hedge funds and large institutions have $16.9B invested in Baxter International in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 285 increasing their positions, 379 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $293M | Put options by funds: $121M

1.36% more ownership

Funds ownership: 87.1%88.46% (+1.4%)

7% less funds holding

Funds holding: 981909 (-72)

16% less capital invested

Capital invested by funds: $20.1B → $16.9B (-$3.16B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

25% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 379

42% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 132

Holders
909
Holders Change
-72
Holders Change %
-7.34%
% of All Funds
14.43%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
77
Increased
285
Reduced
379
Closed
132
Calls
$293M
Puts
$121M
Net Calls
+$173M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
976
Simplify Asset Management
Nevada
-$244K -5,351 Closed
SAF
977
Smith Anglin Financial
Texas
-$244K -5,349 Closed
V
978
VeraBank
Texas
-$241K -5,295 Closed
TNBTD
979
Trustmark National Bank Trust Department
Mississippi
-$241K -5,286 Closed
FBT
980
First Bankers Trust
Kentucky
-$241K -5,283 Closed
DWP
981
Daymark Wealth Partners
Ohio
-$237K -5,205 Closed
GT
982
Glenview Trust
Kentucky
-$236K -5,178 Closed
GHA
983
GW Henssler & Associates
Georgia
-$235K -5,167 Closed
PWP
984
Principle Wealth Partners
Connecticut
-$233K -5,125 Closed
PWP
985
Perfromance Wealth Partners
Illinois
-$231K -5,107 Closed
SMH
986
Sanders Morris Harris
Texas
-$229K -5,100 Closed
RWA
987
Ropes Wealth Advisors
Massachusetts
-$232K -5,099 Closed
JCM
988
Jacobi Capital Management
Pennsylvania
-$229K -5,034 Closed
SIAP
989
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$228K -5,007 Closed
EWM
990
Empirical Wealth Management
Washington
-$228K -4,994 Closed
MW
991
Marcum Wealth
Ohio
-$227K -4,984 Closed
SCM
992
Stevens Capital Management
Pennsylvania
-$226K -4,959 Closed
CI
993
CX Institutional
Indiana
-$224K -4,908 Closed
PMAM
994
Penn Mutual Asset Management
Pennsylvania
-$223K -4,900 Closed
LKIM
995
Lawson Kroeker Investment Management
Nebraska
-$223K -4,893 Closed
WIC
996
Woodmont Investment Counsel
Tennessee
-$221K -4,846 Closed
SAM
997
Strategy Asset Managers
California
-$218K -4,792 Closed
HNWAG
998
High Net Worth Advisory Group
Florida
-$218K -4,778 Closed
PIA
999
Perennial Investment Advisors
California
-$216K -4,747 Closed
FA
1000
Fagan Associates
New York
-$216K -4,733 Closed

BAX Hedge Fund Activity: Q3 2023 in Review

909 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q3 2023, worth a combined $16.9B — down 16% from $20.1B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of BAX and 77 opened new positions — a net loss of 55 holders — while 379 trimmed existing stakes and 285 added.

The largest buyer was Dodge & Cox, opening a new position worth an estimated $420M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $377M sold.

  • 909 institutional investors held Baxter International (BAX) as of Q3 2023, down from 981 in Q2 2023.
  • Funds reported $16.9B of Baxter International stock for Q3 2023, down 16% quarter-over-quarter.
  • 77 funds opened new Baxter International positions in Q3 2023 and 132 closed out, a net change of -55 holders.
  • The largest Baxter International buyer in Q3 2023 was Dodge & Cox, an estimated $420M added.
  • The largest Baxter International seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $377M sold.

Based on aggregated 13F filings for Q3 2023.