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Baxter International

1,010 hedge funds and large institutions have $22.5B invested in Baxter International in 2022 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 315 increasing their positions, 384 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $223M | Put options by funds: $107M

13% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 104

0.01% less ownership

Funds ownership: 86.77%86.76% (-0.01%)

0% less funds holding

Funds holding: 1,0111,010 (-1)

4% less capital invested

Capital invested by funds: $23.4B → $22.5B (-$868M)

18% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 384

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
1,010
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
16.24%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
118
Increased
315
Reduced
384
Closed
104
Calls
$223M
Puts
$107M
Net Calls
+$115M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.58B +$383M +7,124,881 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.53B +$458M +8,532,942 +21%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.84B -$1.23B -22,888,384 -39%
Morgan Stanley
4
Morgan Stanley
New York
$1.51B -$19M -352,847 -1%
State Street
5
State Street
Massachusetts
$1.1B -$598K -11,128 -0.1%
GIM
6
Generation Investment Management
United Kingdom
$554M -$54.2M -1,009,961 -9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$448M -$17.1M -317,930 -3%
AWA
8
Arete Wealth Advisors
Illinois
$440M +$75.3K +1,401 +19%
N
9
Nuveen
North Carolina
$430M +$46.9M +873,951 +12%
Macquarie Group
10
Macquarie Group
Australia
$397M +$57.5M +1,070,426 +16%
Norges Bank
11
Norges Bank
Norway
$379M -$2.15M -40,043 -0.5%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$361M +$381M +7,090,500 New
Mitsubishi UFJ Asset Management
13
Mitsubishi UFJ Asset Management
Japan
$359M +$21M +391,254 +6%
State Farm Mutual Automobile Insurance
14
State Farm Mutual Automobile Insurance
Illinois
$349M
JP Morgan Chase
15
JP Morgan Chase
New York
$338M +$92.6M +1,723,025 +35%
Bank of America
16
Bank of America
North Carolina
$331M -$21.2M -394,178 -6%
Northern Trust
17
Northern Trust
Illinois
$320M +$10.3M +192,445 +3%
NI
18
Nuance Investments
Missouri
$252M -$26M -483,119 -9%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$247M +$650K +12,104 +0.2%
Ameriprise
20
Ameriprise
Minnesota
$222M -$148M -2,753,940 -39%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$221M +$78.2M +1,455,700 +51%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$206M -$9.95M -185,228 -4%
Invesco
23
Invesco
Georgia
$197M +$94.1M +1,751,480 +83%
Amundi
24
Amundi
France
$179M +$39.2M +729,426 +23%
Legal & General Group
25
Legal & General Group
United Kingdom
$177M -$8.44M -157,146 -4%

BAX Hedge Fund Activity: Q4 2022 in Review

1,010 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2022, worth a combined $22.5B — down 3.7% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new BAX positions and 104 closed out — a net gain of 14 holders — while 315 added to existing stakes and 384 trimmed.

The largest buyer was Vanguard Group, adding an estimated $458M. The largest seller was Wellington Management Group, cutting an estimated $1.23B.

  • 1,010 institutional investors held Baxter International (BAX) as of Q4 2022, down from 1,011 in Q3 2022.
  • Funds reported $22.5B of Baxter International stock for Q4 2022, down 3.7% quarter-over-quarter.
  • 118 funds opened new Baxter International positions in Q4 2022 and 104 closed out, a net change of +14 holders.
  • The largest Baxter International buyer in Q4 2022 was Vanguard Group, an estimated $458M added.
  • The largest Baxter International seller in Q4 2022 was Wellington Management Group, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2022.