We are live on ! Find out more
BAX icon

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
BIM
701
Baldwin Investment Management
Pennsylvania
$450K +$51.5K +612 +12%
CFMC
702
Curbstone Financial Management Corp
New Hampshire
$449K
VF
703
Virtu Financial
New York
$448K +$160K +1,903 +52%
HIIFS
704
Harel Insurance Investments & Financial Services
Israel
$444K +$465K +5,526 New
HBT
705
Hills Bank & Trust
Iowa
$442K -$132K -1,575 -22%
RIA
706
Realta Investment Advisors
Delaware
$441K +$56.1K +667 +14%
SAM
707
Strategy Asset Managers
California
$438K
CRC
708
Curi RMB Capital
Illinois
$438K +$1.09K +13 +0.2%
BCM
709
Brookstone Capital Management
Illinois
$436K +$456K +5,416 New
CA
710
Clearstead Advisors
Ohio
$432K +$9.51K +113 +2%
BFEC
711
Benjamin F. Edwards & Company
Missouri
$428K -$2.69K -32 -0.6%
BFO
712
Biltmore Family Office
North Carolina
$428K
CLOS
713
Compagnie Lombard Odier SCmA
Switzerland
$424K -$69.8K -830 -14%
GFPC
714
Global Financial Private Client
Florida
$414K +$37K +440 +9%
AAM
715
AR Asset Management
California
$411K
1WA
716
180 Wealth Advisors
Washington
$410K
HFG
717
Heron Financial Group
New York
$409K -$108K -1,280 -20%
SFO
718
Stokes Family Office
Louisiana
$409K +$2.19K +26 +0.5%
CCM
719
Covington Capital Management
California
$407K
PIM
720
Penobscot Investment Management
Massachusetts
$403K -$79.9K -950 -16%
DMC
721
Drexel Morgan & Co
Pennsylvania
$402K
FAN
722
Financial Advisors Network
California
$398K
CT
723
Caldwell Trust
Florida
$395K -$151K -1,800 -27%
Bank Julius Baer & Co
724
Bank Julius Baer & Co
Switzerland
$394K +$71.8K +854 +21%
CCA
725
Checchi Capital Advisers
California
$393K -$8.92K -106 -2%

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.