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Baxter International

1,102 hedge funds and large institutions have $35.2B invested in Baxter International in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 301 increasing their positions, 503 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 1220 (+8)

28% more call options, than puts

Call options by funds: $98.7M | Put options by funds: $77.2M

2.09% more ownership

Funds ownership: 83.48%85.57% (+2.1%)

1% less capital invested

Capital invested by funds: $35.7B → $35.2B (-$409M)

4% less funds holding

Funds holding: 1,1471,102 (-45)

28% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 110

40% less repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 503

Holders
1,102
Holders Change
-45
Holders Change %
-3.92%
% of All Funds
24.28%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.44%
New
79
Increased
301
Reduced
503
Closed
110
Calls
$98.7M
Puts
$77.2M
Net Calls
+$21.6M
Net Calls Change
-$85.9M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$276M -$30.1M -348,882 -9%
Aberdeen Group
27
Aberdeen Group
United Kingdom
$276M -$43M -497,982 -13%
Mawer Investment Management
28
Mawer Investment Management
Alberta, Canada
$271M +$1.38M +16,015 +0.5%
BBHC
29
Brown Brothers Harriman & Co
New York
$258M +$272M +3,150,288 +10,430%
Mackenzie Financial
30
Mackenzie Financial
Ontario, Canada
$239M -$54.5M -631,918 -18%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$220M +$64.8M +751,045 +38%
UBS AM
32
UBS AM
Illinois
$201M +$27.9M +322,815 +15%
Swiss National Bank
33
Swiss National Bank
Switzerland
$195M +$35.8M +414,900 +21%
American Century Companies
34
American Century Companies
Missouri
$188M -$52M -602,652 -21%
Fidelity International
35
Fidelity International
Bermuda
$184M +$19.9M +230,701 +11%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$182M -$62.6M -725,476 -24%
Charles Schwab
37
Charles Schwab
California
$180M -$1.89M -21,936 -1%
Invesco
38
Invesco
Georgia
$179M +$2.96M +34,345 +2%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$177M -$39.8M -461,284 -17%
Wells Fargo
40
Wells Fargo
California
$174M +$3.03M +35,068 +2%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$166M +$23.7M +274,158 +16%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$162M -$28M -324,492 -14%
Goldman Sachs
43
Goldman Sachs
New York
$159M -$55.5M -642,998 -25%
PPA
44
Parametric Portfolio Associates
Washington
$153M +$9.32M +108,010 +6%
AQR Capital Management
45
AQR Capital Management
Connecticut
$139M -$47.3M -547,986 -24%
Bank of Nova Scotia
46
Bank of Nova Scotia
Ontario, Canada
$122M +$121M +1,398,433 +1,292%
Millennium Management
47
Millennium Management
New York
$122M +$72.8M +843,510 +129%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$113M -$5.06M -58,624 -4%
Bessemer Group
49
Bessemer Group
New Jersey
$108M +$112M +1,298,279 +3,855%
CI Investments Inc
50
CI Investments Inc
Ontario, Canada
$100M +$92.6M +1,072,876 +675%

BAX Hedge Fund Activity: Q1 2020 in Review

1,102 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2020, worth a combined $35.2B — down 1.1% from $35.7B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of BAX and 79 opened new positions — a net loss of 31 holders — while 503 trimmed existing stakes and 301 added.

The largest buyer was JP Morgan Chase, adding an estimated $636M. The largest seller was Third Point, cutting an estimated $511M.

  • 1,102 institutional investors held Baxter International (BAX) as of Q1 2020, down from 1,147 in Q4 2019.
  • Funds reported $35.2B of Baxter International stock for Q1 2020, down 1.1% quarter-over-quarter.
  • 79 funds opened new Baxter International positions in Q1 2020 and 110 closed out, a net change of -31 holders.
  • The largest Baxter International buyer in Q1 2020 was JP Morgan Chase, an estimated $636M added.
  • The largest Baxter International seller in Q1 2020 was Third Point, an estimated $511M sold.

Based on aggregated 13F filings for Q1 2020.