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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
JIC
651
Johnson Investment Counsel
Ohio
$568K -$33.4K -397 -5%
QSS
652
Quantitative Systematic Strategies
Florida
$566K -$3.22M -38,270 -84%
V
653
VeraBank
Texas
$562K
CIP
654
Chartwell Investment Partners
Pennsylvania
$559K
SW
655
SVB Wealth
Massachusetts
$559K +$31.3K +372 +6%
RP
656
Rowlandmiller & Partners
Georgia
$558K -$84 -1 -0%
WA
657
Wealth Architects
California
$552K +$2.69K +32 +0.5%
BAMF
658
BI Asset Management Fondsmaeglerselskab
Denmark
$552K +$188K +2,236 +48%
ACA
659
Atlas Capital Advisors
Wyoming
$551K
IFS
660
Ifrah Financial Services
Arkansas
$532K -$8.75K -104 -2%
HI
661
Handelsinvest Investeringsforvaltning
Denmark
$531K +$126K +1,500 +29%
CL
662
CPWM LLC
Washington
$526K -$4.96K -59 -0.9%
Ninety One (UK)
663
Ninety One (UK)
United Kingdom
$523K
WI
664
Wintrust Investments
Illinois
$523K +$336 +4 +0.1%
RWA
665
Ropes Wealth Advisors
Massachusetts
$520K -$8.16K -97 -1%
CAM
666
Cacti Asset Management
Georgia
$517K
BTW
667
Boston Trust Walden
Massachusetts
$516K -$6.64K -79 -1%
MA
668
Mutual Advisors
Nebraska
$516K +$99.2K +1,179 +23%
ASN
669
Advisory Services Network
Georgia
$508K +$225K +2,674 +73%
EAM
670
Eagle Asset Management
Florida
$505K -$17.1K -203 -3%
CDH
671
Charles D. Hyman
$505K -$5.38K -64 -1%
WSC
672
Wellington Shields & Co
New York
$495K
BMC
673
Beaton Management Company
Massachusetts
$492K
FCCM
674
First City Capital Management
Georgia
$492K +$248K +2,951 +92%
EWA
675
EP Wealth Advisors
California
$489K +$511K +6,078 New

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.