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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
Victory Capital Management
151
Victory Capital Management
Texas
$10.4M +$495K +11,372 +5%
BFM
152
Boothbay Fund Management
New York
$10.3M +$1.21M +27,794 +14%
JFG
153
Jefferies Financial Group
New York
$10.3M +$8.72M +200,145 +774%
MPI
154
Mairs & Power Inc
Minnesota
$10.1M -$1.37M -31,395 -12%
BG
155
Bellevue Group
Switzerland
$9.72M -$2.62M -60,180 -22%
JAM
156
Jupiter Asset Management
United Kingdom
$9.6M +$9.18M +210,718 New
GIA
157
Gateway Investment Advisers
Ohio
$9.52M -$1K -23 -0%
Calamos Advisors
158
Calamos Advisors
Illinois
$9.45M
Asset Management One
159
Asset Management One
Japan
$9.39M -$84.6K -1,942 -0.9%
MNG
160
Manning & Napier Group
New York
$9.15M +$2.89M +66,343 +49%
LPL Financial
161
LPL Financial
California
$9.06M +$368K +8,449 +4%
Royal London Asset Management
162
Royal London Asset Management
United Kingdom
$8.76M +$291K +6,676 +4%
OAM
163
Oppenheimer Asset Management
New York
$8.68M +$4.24M +97,310 +104%
Handelsbanken Fonder
164
Handelsbanken Fonder
Sweden
$8.67M +$1.25M +28,676 +18%
SAM
165
Storebrand Asset Management
Norway
$8.61M -$4.1M -94,053 -33%
RRAM
166
River Road Asset Management
Kentucky
$8.57M -$6.21M -142,686 -43%
AT
167
AMF Tjänstepension
Sweden
$8.57M -$463K -10,643 -5%
SAM
168
Soditic Asset Management
United Kingdom
$8.52M
Truist Financial
169
Truist Financial
North Carolina
$8.34M -$118K -2,721 -1%
KCM
170
Kornitzer Capital Management
Kansas
$8.34M -$92.3K -2,120 -1%
OCM
171
Olstein Capital Management
New York
$8.15M -$2.96M -68,000 -28%
VOYA Investment Management
172
VOYA Investment Management
Georgia
$7.98M -$1.08M -24,774 -12%
WCMNY
173
Westchester Capital Management (New York)
New York
$7.84M -$3.04M -69,800 -29%
CSS
174
Cubist Systematic Strategies
Connecticut
$7.81M -$2.06M -47,197 -22%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$7.7M +$1.13M +25,835 +18%

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.