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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
RCC
701
Red Cedar Capital
Nebraska
$394K
ST
702
Smithfield Trust
Pennsylvania
$394K
MWM
703
Mission Wealth Management
California
$394K +$4.7K +56 +1%
FAM
704
Formidable Asset Management
Ohio
$393K -$9.22K -110 -2%
KFP
705
KB Financial Partners
New Jersey
$392K +$229K +2,726 +127%
LOAMS
706
Lombard Odier Asset Management (Switzerland)
Switzerland
$391K +$407K +4,857 New
SIC
707
Salem Investment Counselors
North Carolina
$389K
PFO
708
Pathstone Family Office
New Jersey
$389K +$138K +1,651 +52%
HFG
709
Heron Financial Group
New York
$388K
LKIM
710
Lawson Kroeker Investment Management
Nebraska
$386K
LWCFA
711
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$386K +$402K +4,793 New
ASN
712
Advisory Services Network
Georgia
$385K +$37.6K +448 +10%
IA
713
IFP Advisors
Florida
$380K +$96.2K +1,147 +32%
EAM
714
Eagle Asset Management
Florida
$378K -$11.4K -136 -3%
BIM
715
Baldwin Investment Management
Pennsylvania
$377K -$39.1K -466 -9%
QP
716
Quilter Plc
United Kingdom
$375K -$185K -2,210 -32%
CFGS
717
Concourse Financial Group Securities
Alabama
$375K +$23.8K +284 +7%
HCM
718
Howland Capital Management
Massachusetts
$373K
GLA
719
Good Life Advisors
Pennsylvania
$372K -$22.4K -267 -5%
BAMF
720
BI Asset Management Fondsmaeglerselskab
Denmark
$372K
CFM
721
Coronation Fund Managers
South Africa
$372K +$388K +4,621 New
PGAM
722
Princeton Global Asset Management
New Jersey
$371K +$370K +4,412 +2,206%
TAM
723
Trust Asset Management
Texas
$370K -$20.5K -245 -5%
CT
724
Chicago Trust
Illinois
$369K +$15.1K +180 +4%
RCAG
725
Rehmann Capital Advisory Group
Michigan
$369K -$6.71K -80 -2%

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.