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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
RCC
726
Red Cedar Capital
Nebraska
$393K
SMH
727
Sanders Morris Harris
Texas
$391K +$412K +4,900 New
TCA
728
Transcend Capital Advisors
New Jersey
$390K +$408K +4,847 New
RCAG
729
Rehmann Capital Advisory Group
Michigan
$389K -$34.8K -414 -8%
SIC
730
Salem Investment Counselors
North Carolina
$389K
FAM
731
Formidable Asset Management
Ohio
$387K -$4.63K -55 -1%
AWM
732
Altavista Wealth Management
North Carolina
$386K -$39.1K -465 -9%
LKIM
733
Lawson Kroeker Investment Management
Nebraska
$386K
GLA
734
Good Life Advisors
Pennsylvania
$385K
BCM
735
Becker Capital Management
Oregon
$385K +$5.05K +60 +1%
BRWM
736
B. Riley Wealth Management
Tennessee
$383K +$203K +2,417 +103%
DWA
737
Douglass Winthrop Advisors
New York
$378K +$10.5K +125 +3%
ST
738
Smithfield Trust
Pennsylvania
$375K +$9.25K +110 +2%
CT
739
Chicago Trust
Illinois
$374K -$14.1K -168 -3%
SB
740
Simmons Bank
Arkansas
$373K -$97.7K -1,162 -20%
GAM
741
Garrison Asset Management
Arkansas
$373K
LS
742
Livforsakringsbolaget Skandia
Sweden
$371K -$151K -1,800 -28%
MSS
743
Mitchell Sinkler & Starr
Pennsylvania
$370K
WLPWM
744
Walled Lake Planning & Wealth Management
Illinois
$366K +$252 +3 +0.1%
ODCM
745
Old Dominion Capital Management
Virginia
$362K -$16.8K -200 -4%
AUB
746
Atlantic Union Bankshares
Virginia
$362K +$3.45K +41 +0.9%
NFG
747
Nadler Financial Group
Illinois
$362K +$12.7K +151 +3%
FCH
748
Freestone Capital Holdings
Washington
$360K -$121K -1,443 -24%
RE
749
RBC Europe
United Kingdom
$357K
BRWA
750
B. Riley Wealth Advisors
Florida
$354K -$13.5K -160 -4%

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.