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.
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: 10 → 11 (+1)
3% more funds holding
Funds holding: 955 → 981 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$264M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$197M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$195M |
| 4 |
JP Morgan Chase
New York
|
+$151M |
| 5 |
PC
PointState Capital
New York
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$343M |
| 2 |
Millennium Management
New York
|
-$186M |
| 3 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
-$147M |
| 4 |
Two Sigma Advisers
New York
|
-$118M |
| 5 |
Two Sigma Investments
New York
|
-$111M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WPA
1051
West Paces Advisors
Atlanta,
Georgia
| – | -$6.08K | -150 | Closed |
|
|
JFGIW
1052
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$4.65K | -114 | Closed |
|
|
CAL
1053
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$4K | -106 | Closed |
|
|
SC
1054
Schubert & Co
Mckinney,
Texas
| – | -$3.12K | -77 | Closed |
|
|
BAM
1055
Byrne Asset Management
Kingston,
New Jersey
| – | -$3K | -64 | Closed |
|
|
BA
1056
Bellwether Advisors
Lincoln,
Nebraska
| – | -$2.03K | -50 | Closed |
|
1057
Lazard Asset Management
New York
| – | -$1.52K | -35 | -70% |
|
|
FWA
1058
FSC Wealth Advisors
Fishkill,
New York
| – | -$27 | -1 | Closed |
|
|
AW
1059
Avion Wealth
The Woodlands,
Texas
| – | +$174 | +4 | +44% |
|
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.