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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
CPR
751
CSU Producer Resources
Ohio
$354K
WPC
752
White Pine Capital
Minnesota
$354K
AFAS
753
Acorn Financial Advisory Services
Virginia
$353K -$3.87K -46 -1%
PCM
754
Perkins Capital Management
Minnesota
$351K +$367K +4,367 New
CM
755
Capital Management
Virginia
$350K
LB
756
Leo Brokerage
Texas
$350K +$342K +4,060 New
GC
757
Globeflex Capital
California
$349K +$58K +689 +19%
CFA
758
Carroll Financial Associates
North Carolina
$347K
LPT
759
Legacy Private Trust
Wisconsin
$342K -$50.5K -600 -12%
EF
760
Empirical Finance
Pennsylvania
$340K +$74.1K +881 +26%
FMLI
761
Fukoku Mutual Life Insurance
Japan
$338K
IWM
762
IHT Wealth Management
Illinois
$338K +$25.2K +300 +8%
SBWM
763
Sunflower Bank Wealth Management
Arizona
$333K
PGFC
764
Peapack-Gladstone Financial Corp
New Jersey
$332K -$16.8K -200 -5%
HCM
765
Howland Capital Management
Massachusetts
$332K
FHA
766
Flagship Harbor Advisors
Massachusetts
$331K -$25.2K -299 -7%
HT
767
Heritage Trust
Oklahoma
$331K -$3.95K -47 -1%
NB
768
Nicolet Bankshares
Wisconsin
$329K +$25.2K +300 +8%
WC
769
Whitney & Co
New York
$327K -$6.39K -76 -2%
EW
770
Evoke Wealth
California
$326K -$1.09K -13 -0.3%
ANTB
771
AMG National Trust Bank
Colorado
$326K
SFS
772
Sowell Financial Services
Arkansas
$324K -$1.01K -12 -0.3%
JCM
773
Jacobi Capital Management
Pennsylvania
$324K +$34.7K +412 +11%
TCWM
774
Total Clarity Wealth Management
Illinois
$324K +$46.3K +550 +16%
BCB
775
Brian C. Broderick
$322K

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.