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Baxter International

1,097 hedge funds and large institutions have $34.6B invested in Baxter International in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 345 increasing their positions, 421 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $151M | Put options by funds: $144M

0.36% less ownership

Funds ownership: 85.58%85.22% (-0.36%)

3% less funds holding

Funds holding: 1,1341,097 (-37)

8% less capital invested

Capital invested by funds: $37.5B → $34.6B (-$2.83B)

18% less repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 421

22% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 105

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
1,097
Holders Change
-37
Holders Change %
-3.26%
% of All Funds
22.13%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.26%
New
82
Increased
345
Reduced
421
Closed
105
Calls
$151M
Puts
$144M
Net Calls
+$7.04M
Net Calls Change
-$36.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
376
Wealth Enhancement Advisory Services
Minnesota
$2.68M +$301K +3,583 +12%
NRS
377
Neville Rodie & Shaw
New York
$2.68M
AP
378
Advisor Partners
California
$2.67M -$191K -2,272 -6%
OPTFSNA
379
Old Point Trust & Financial Services N A
Virginia
$2.65M -$12.6K -150 -0.5%
NMERB
380
New Mexico Educational Retirement Board
New Mexico
$2.63M -$143K -1,700 -5%
FFWA
381
FRG Family Wealth Advisors
Washington
$2.63M -$21K -250 -0.8%
TCM
382
Teza Capital Management
Illinois
$2.61M +$2.73M +32,471 New
SC
383
Savant Capital
Illinois
$2.6M -$14.1K -168 -0.5%
IIM
384
Ipswich Investment Management
Massachusetts
$2.57M -$50.5K -600 -2%
CI
385
Capital International
California
$2.57M +$2.69M +31,943 New
First Trust Advisors
386
First Trust Advisors
Illinois
$2.56M -$24M -285,774 -90%
SIM
387
Sentry Investment Management
Wisconsin
$2.55M
HCM
388
Horrell Capital Management
Arkansas
$2.54M +$10.4K +124 +0.4%
FNBTCON
389
First National Bank & Trust Co of Newtown
Pennsylvania
$2.52M -$24.3K -289 -0.9%
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$2.49M -$71.8K -854 -3%
EWM
391
Evercore Wealth Management
New York
$2.48M -$18.3K -217 -0.7%
AB
392
Amalgamated Bank
New York
$2.46M -$67.2K -799 -3%
FMBTD
393
First Midwest Bank Trust Division
Illinois
$2.43M -$84.5K -1,004 -3%
UIM
394
USS Investment Management
United Kingdom
$2.43M
OCM
395
Orser Capital Management
Texas
$2.43M -$232K -2,755 -8%
NMIMC
396
Northwestern Mutual Investment Management Company
Wisconsin
$2.41M
CGH
397
Crossmark Global Holdings
Texas
$2.41M -$132K -1,570 -5%
QI
398
QS Investors
New York
$2.4M -$37.1K -441 -1%
AAMU
399
AEGON Asset Management (UK)
United Kingdom
$2.39M +$172K +2,039 +7%
CT
400
Coastline Trust
Rhode Island
$2.38M -$6.64K -79 -0.3%

BAX Hedge Fund Activity: Q3 2020 in Review

1,097 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q3 2020, worth a combined $34.6B — down 7.6% from $37.5B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of BAX and 82 opened new positions — a net loss of 23 holders — while 421 trimmed existing stakes and 345 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $441M. The largest seller was Fidelity Investments, cutting an estimated $713M.

  • 1,097 institutional investors held Baxter International (BAX) as of Q3 2020, down from 1,134 in Q2 2020.
  • Funds reported $34.6B of Baxter International stock for Q3 2020, down 7.6% quarter-over-quarter.
  • 82 funds opened new Baxter International positions in Q3 2020 and 105 closed out, a net change of -23 holders.
  • The largest Baxter International buyer in Q3 2020 was Capital World Investors, an estimated $441M added.
  • The largest Baxter International seller in Q3 2020 was Fidelity Investments, an estimated $713M sold.

Based on aggregated 13F filings for Q3 2020.