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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
CGL
1001
Clarius Group LLC
Washington
-$215K -4,728 Closed
USCWA
1002
U.S. Capital Wealth Advisors
Texas
-$214K -4,690 Closed
WP
1003
WealthSource Partners
California
-$214K -4,687 Closed
FMLI
1004
Fukoku Mutual Life Insurance
Japan
-$211K -4,640 Closed
BBA
1005
BLB&B Advisors
Pennsylvania
-$210K -4,614 Closed
AAM
1006
AR Asset Management
California
-$210K -4,606 Closed
CPIG
1007
Chicago Partners Investment Group
Illinois
-$202K -4,601 Closed
DWA
1008
Douglass Winthrop Advisors
New York
-$209K -4,578 Closed
SPC
1009
Sigma Planning Corp
Michigan
-$208K -4,569 Closed
MAS
1010
Meeder Advisory Services
Ohio
-$207K -4,553 Closed
NAS
1011
NWF Advisory Services
California
-$206K -4,532 Closed
BCM
1012
Becker Capital Management
Oregon
-$208K -4,526 Closed
NHFG
1013
New Harbor Financial Group
Massachusetts
-$206K -4,522 Closed
JWM
1014
Jeppson Wealth Management
California
-$206K -4,521 Closed
RCAG
1015
Rehmann Capital Advisory Group
Michigan
-$203K -4,465 Closed
PWPS
1016
Pinnacle Wealth Planning Services
Ohio
-$201K -4,422 Closed
GW
1017
GW & Wade
Massachusetts
-$201K -4,412 Closed
DILIC
1018
Dai-ichi Life Insurance Company
Japan
-$201K -4,401 Closed
GC
1019
Garde Capital
Washington
-$108K -2,366 Closed
QT
1020
Quantbot Technologies
New York
-$101K -2,227 Closed
CFO
1021
CVA Family Office
Colorado
-$58.8K -1,290 Closed
M
1022
Mirova
France
-$58.1K -1,275 Closed
SSG
1023
Summit Securities Group
New York
-$30K -663 Closed
CYG
1024
Clean Yield Group
Vermont
-$20.5K -450 Closed
CA
1025
Crewe Advisors
Utah
-$13.6K -298 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.