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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
ZIC
676
ZWJ Investment Counsel
Georgia
$485K -$92.5K -1,100 -15%
CCM
677
Cohen Capital Management
California
$483K
NSEDCP
678
NJ State Employees Deferred Compensation Plan
New Jersey
$483K
TNBTD
679
Trustmark National Bank Trust Department
Mississippi
$483K
TCM
680
Tributary Capital Management
Nebraska
$481K -$14.7K -175 -3%
NSIM
681
North Star Investment Management
Illinois
$480K +$336 +4 +0.1%
IGGA
682
Iron Gate Global Advisors
Utah
$476K
SWP
683
Stratos Wealth Partners
Ohio
$475K -$32K -381 -6%
PA
684
Parallel Advisors
California
$475K -$22K -262 -4%
BDF
685
Balasa Dinverno & Foltz
$475K -$1.09K -13 -0.2%
CFSG
686
Community Financial Services Group
Vermont
$474K
WT
687
Whittier Trust
California
$472K
TSS
688
Two Sigma Securities
New York
$471K +$492K +5,852 New
HB
689
Horizon Bancorp
Indiana
$469K +$13.2K +157 +3%
AWP
690
Ascent Wealth Partners
New York
$467K +$2.1K +25 +0.4%
IAN
691
Integrated Advisors Network
Texas
$465K -$47.9K -570 -9%
AAS
692
Annex Advisory Services
Wisconsin
$463K -$6.22K -74 -1%
DTL
693
Dynamic Technology Lab
Singapore
$461K -$224K -2,665 -32%
TCM
694
Tuttle Capital Management
Connecticut
$460K +$481K +5,714 New
FAG
695
Financial Advisory Group
Texas
$458K
WOC
696
West Oak Capital
California
$457K -$16.8K -200 -3%
KA
697
Kintegral Advisory
New York
$455K -$15.3K -182 -3%
WSTAM
698
Wilbanks Smith & Thomas Asset Management
Virginia
$455K +$19.3K +230 +4%
IA
699
IFP Advisors
Florida
$454K -$21.7K -258 -4%
VWM
700
Valley Wealth Managers
New Jersey
$453K -$75.7K -900 -14%

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.