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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
TG
426
TCW Group
California
$1.94M -$6.59M -78,365 -76%
LW
427
Linscomb Wealth
Texas
$1.94M +$98.1K +1,166 +5%
V
428
Veritable
Delaware
$1.93M +$58.2K +692 +3%
RC
429
RegentAtlantic Capital
New Jersey
$1.93M -$43.9K -522 -2%
Cambridge Investment Research Advisors
430
Cambridge Investment Research Advisors
Iowa
$1.89M -$13.3K -158 -0.7%
CHC
431
City Holding Co
West Virginia
$1.89M +$122K +1,453 +7%
S
432
Seeyond
France
$1.89M +$454K +5,401 +30%
AG
433
AlphaSimPlex Group
Massachusetts
$1.87M +$746K +8,868 +62%
UB
434
UMB Bank
Missouri
$1.85M
PAG
435
Private Advisor Group
New Jersey
$1.83M -$969K -11,521 -34%
AIM
436
Anchor Investment Management
South Carolina
$1.81M +$22.7K +270 +1%
DY
437
Dowling & Yahnke
California
$1.74M +$17.2K +204 +1%
AC
438
Addison Capital
Pennsylvania
$1.71M -$5.47K -65 -0.3%
FG
439
Fiduciary Group
Georgia
$1.71M -$33.6K -400 -2%
MAM
440
Meeder Asset Management
Ohio
$1.7M -$734K -8,728 -29%
LSV Asset Management
441
LSV Asset Management
Illinois
$1.69M
Holocene Advisors
442
Holocene Advisors
New York
$1.68M +$1.75M +20,831 New
MPAM
443
Murphy Pohlad Asset Management
Minnesota
$1.67M
LIA
444
LS Investment Advisors
Michigan
$1.65M +$138K +1,646 +9%
OC
445
Oppenheimer & Co
New York
$1.63M +$45K +535 +3%
KFBMI
446
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.61M +$1.68M +20,000 New
SM
447
Sciencast Management
New Jersey
$1.6M +$131K +1,552 +8%
DIA
448
Dana Investment Advisors
Wisconsin
$1.59M -$138K -1,643 -8%
RB
449
Rodgers Brothers
Pennsylvania
$1.53M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
450
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.53M

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.