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Baxter International

896 hedge funds and large institutions have $17.8B invested in Baxter International in 2024 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 305 increasing their positions, 318 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 93

19% more call options, than puts

Call options by funds: $132M | Put options by funds: $111M

17% more capital invested

Capital invested by funds: $15.2B → $17.8B (+$2.54B)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2.58% more ownership

Funds ownership: 89.4%91.98% (+2.6%)

2% more funds holding

Funds holding: 877896 (+19)

4% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 318

Holders
896
Holders Change
+19
Holders Change %
+2.17%
% of All Funds
12.87%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
119
Increased
305
Reduced
318
Closed
93
Calls
$132M
Puts
$111M
Net Calls
+$20.9M
Net Calls Change
+$47M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.37B -$21.7M -591,540 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.29B +$12.3M +334,025 +0.6%
Dodge & Cox
3
Dodge & Cox
California
$1.69B +$627M +17,075,449 +62%
Pzena Investment Management
4
Pzena Investment Management
New York
$1.22B +$51.4M +1,399,198 +5%
State Street
5
State Street
Massachusetts
$833M +$13.5M +367,287 +2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$564M +$1.89M +51,337 +0.3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$477M +$212M +5,782,587 +85%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$460M +$6.27M +170,776 +1%
Ameriprise
9
Ameriprise
Minnesota
$372M +$16M +435,286 +5%
Harris Associates
10
Harris Associates
Illinois
$371M -$20.3M -552,527 -5%
Invesco
11
Invesco
Georgia
$299M -$1.28M -34,946 -0.4%
CCM
12
Camber Capital Management
Massachusetts
$247M +$36.7M +1,000,000 +18%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$236M
Nordea Investment Management
14
Nordea Investment Management
Sweden
$230M -$2.02M -54,933 -0.9%
Macquarie Group
15
Macquarie Group
Australia
$229M -$60M -1,634,424 -21%
Morgan Stanley
16
Morgan Stanley
New York
$226M -$36.8M -1,002,838 -14%
LSV Asset Management
17
LSV Asset Management
Illinois
$223M +$61.4M +1,670,100 +40%
Northern Trust
18
Northern Trust
Illinois
$207M +$7.14M +194,298 +4%
Franklin Resources
19
Franklin Resources
California
$201M +$2.09M +57,011 +1%
Norges Bank
20
Norges Bank
Norway
$200M -$40M -1,088,268 -17%
Bank of America
21
Bank of America
North Carolina
$197M -$631K -17,172 -0.3%
Artisan Partners
22
Artisan Partners
Wisconsin
$187M +$23.4M +637,022 +15%
JP Morgan Chase
23
JP Morgan Chase
New York
$179M -$25.8M -702,263 -13%
Charles Schwab
24
Charles Schwab
California
$124M +$2.24M +60,859 +2%
Legal & General Group
25
Legal & General Group
United Kingdom
$123M +$4.24M +115,307 +4%

BAX Hedge Fund Activity: Q3 2024 in Review

896 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q3 2024, worth a combined $17.8B — up 17% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new BAX positions and 93 closed out — a net gain of 26 holders — while 305 added to existing stakes and 318 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $627M. The largest seller was Fidelity Investments, cutting an estimated $110M.

  • 896 institutional investors held Baxter International (BAX) as of Q3 2024, up from 877 in Q2 2024.
  • Funds reported $17.8B of Baxter International stock for Q3 2024, up 17% quarter-over-quarter.
  • 119 funds opened new Baxter International positions in Q3 2024 and 93 closed out, a net change of +26 holders.
  • The largest Baxter International buyer in Q3 2024 was Dodge & Cox, an estimated $627M added.
  • The largest Baxter International seller in Q3 2024 was Fidelity Investments, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2024.