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Baxter International

1,109 hedge funds and large institutions have $34.3B invested in Baxter International in 2021 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 372 increasing their positions, 388 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 68

1% more funds holding

Funds holding: 1,0941,109 (+15)

0.89% less ownership

Funds ownership: 86.29%85.4% (-0.89%)

1% less call options, than puts

Call options by funds: $106M | Put options by funds: $107M

4% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 388

6% less capital invested

Capital invested by funds: $36.5B → $34.3B (-$2.23B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
1,109
Holders Change
+15
Holders Change %
+1.37%
% of All Funds
19.3%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.1%
New
95
Increased
372
Reduced
388
Closed
68
Calls
$106M
Puts
$107M
Net Calls
-$1.07M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
626
Beacon Pointe Advisors
California
$518K +$539K +6,431 New
BTW
627
Boston Trust Walden
Massachusetts
$517K
CIG
628
Cairn Investment Group
Washington
$511K -$90.6K -1,080 -15%
EI
629
Ethic Inc
New York
$510K -$151K -1,798 -22%
GW
630
GW & Wade
Massachusetts
$507K -$55.8K -665 -10%
TI
631
Tidal Investments
Wisconsin
$506K +$175K +2,086 +50%
SW
632
SVB Wealth
Massachusetts
$503K +$21.9K +261 +4%
GIM
633
Goelzer Investment Management
Indiana
$500K -$44.4K -530 -8%
LNB
634
Ledyard National Bank
$500K -$10.5K -125 -2%
Kovitz Investment Group Partners
635
Kovitz Investment Group Partners
Illinois
$499K -$556K -6,624 -52%
CC
636
Chicago Capital
Illinois
$497K
GFPC
637
Global Financial Private Client
Florida
$497K +$50.5K +602 +11%
STC
638
Sarah T. Connolly
$495K +$12.6K +150 +3%
PMAS
639
PNC Managed Account Solutions
Texas
$492K +$513K +6,115 New
SWP
640
Stratos Wealth Partners
Ohio
$490K -$8.97K -107 -2%
WCM
641
Washington Capital Management
Washington
$487K
BMC
642
Beaton Management Company
Massachusetts
$483K
CCM
643
Cohen Capital Management
California
$483K
NSEDCP
644
NJ State Employees Deferred Compensation Plan
New Jersey
$483K
NSIM
645
North Star Investment Management
Illinois
$482K +$252 +3 +0.1%
EF
646
Empirical Finance
Pennsylvania
$481K +$71.6K +854 +17%
CL
647
CPWM LLC
Washington
$480K -$69.7K -831 -12%
RWA
648
Ropes Wealth Advisors
Massachusetts
$480K -$4.95K -59 -1%
BDF
649
Balasa Dinverno & Foltz
$479K
FLAM
650
First Light Asset Management
Minnesota
$477K

BAX Hedge Fund Activity: Q2 2021 in Review

1,109 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q2 2021, worth a combined $34.3B — down 6.1% from $36.5B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new BAX positions and 68 closed out — a net gain of 27 holders — while 372 added to existing stakes and 388 trimmed.

The largest buyer was Capital International Investors, adding an estimated $141M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $274M sold.

  • 1,109 institutional investors held Baxter International (BAX) as of Q2 2021, up from 1,094 in Q1 2021.
  • Funds reported $34.3B of Baxter International stock for Q2 2021, down 6.1% quarter-over-quarter.
  • 95 funds opened new Baxter International positions in Q2 2021 and 68 closed out, a net change of +27 holders.
  • The largest Baxter International buyer in Q2 2021 was Capital International Investors, an estimated $141M added.
  • The largest Baxter International seller in Q2 2021 was D1 Capital Partners, an estimated $274M sold.

Based on aggregated 13F filings for Q2 2021.