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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
VanEck Associates
1026
VanEck Associates
New York
-$246K -6,060 Closed
LCWP
1027
Legacy Capital Wealth Partners
Arkansas
-$241K -5,931 Closed
CC
1028
Corton Capital
Ontario, Canada
-$224K -5,513 Closed
JIC
1029
Johnson Investment Counsel
Ohio
-$208K -5,124 Closed
CA
1030
Calton & Associates
Florida
-$204K -5,035 Closed
ACM
1031
Aquatic Capital Management
Illinois
-$187K -4,600 Closed
BAM
1032
Belpointe Asset Management
Nevada
-$127K -3,143 Closed
TWA
1033
TCI Wealth Advisors
Arizona
-$87.3K -2,152 Closed
AI
1034
AXS Investments
New York
-$66.7K -1,645 Closed
MFG
1035
Mendota Financial Group
Wisconsin
-$128K -1,645 Closed
MIA
1036
Milestone Investment Advisors
Wisconsin
-$60.2K -1,485 Closed
STCOSD
1037
Sageworth Trust Company of South Dakota
South Dakota
-$57.7K -1,422 Closed
EI
1038
Ellevest Inc
New York
-$51.2K -1,263 Closed
CLOS
1039
Compagnie Lombard Odier SCmA
Switzerland
-$50.7K -1,250 Closed
CSPAM
1040
Cary Street Partners Asset Management
Virginia
-$46.3K -1,142 Closed
OCM
1041
Orion Capital Management
California
-$44.6K -1,100 Closed
Loomis, Sayles & Company
1042
Loomis, Sayles & Company
Massachusetts
-$38K -925 Closed
PMEF
1043
Point72 Middle East FZE
United Arab Emirates
-$30.7K -705 Closed
ONST
1044
Old North State Trust
North Carolina
-$28K -681 Closed
CAM
1045
Chesapeake Asset Management
New York
-$26.5K -654 Closed
TCWA
1046
Ten Capital Wealth Advisors
Washington
-$14.8K -366 Closed
IGWM
1047
ICA Group Wealth Management
Colorado
-$11.8K -290 Closed
SC
1048
Sawyer & Company
Massachusetts
-$11K -260 Closed
AAS
1049
Ameritas Advisory Services
Nebraska
-$8.76K -216 Closed
AWM
1050
Accel Wealth Management
Iowa
-$6.21K -153 Closed

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.