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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
LCM
801
LVM Capital Management
Michigan
$295K -$16.8K -200 -5%
LBC
802
Lowe Brockenbrough & Co
Virginia
$295K
AWM
803
Altium Wealth Management
New York
$293K +$10K +119 +3%
DBT
804
Dubuque Bank & Trust
Iowa
$289K -$147K -1,743 -33%
WSFS
805
Wilmington Savings Fund Society
Delaware
$285K -$144K -1,710 -33%
WG
806
Welch Group
Alabama
$285K +$28.9K +343 +11%
LSAG
807
Lake Street Advisors Group
New Hampshire
$284K -$24.4K -290 -8%
CT
808
Clearstead Trust
Maine
$283K
AW
809
Alpha Windward
Massachusetts
$281K
TAIM
810
Te Ahumairangi Investment Management
New Zealand
$281K +$294K +3,500 New
SCM
811
Shelton Capital Management
Colorado
$279K -$11.6K -138 -4%
FIM
812
Freedom Investment Management
Connecticut
$278K -$33.7K -401 -10%
VFA
813
Valeo Financial Advisors
Indiana
$275K -$89K -1,058 -24%
CIS
814
Connors Investor Services
Pennsylvania
$275K -$56.4K -670 -16%
BIA
815
BHK Investment Advisors
Alabama
$275K
SI
816
Stephens Inc
Arkansas
$275K +$505 +6 +0.2%
VCA
817
Verdence Capital Advisors
Maryland
$275K +$13K +155 +5%
WF
818
Welch & Forbes
Massachusetts
$274K
TIA
819
Traphagen Investment Advisors
New Jersey
$272K -$107K -1,271 -52%
Dodge & Cox
820
Dodge & Cox
California
$272K
SWM
821
SVA Wealth Management
Wisconsin
$272K
JWM
822
Jeppson Wealth Management
California
$272K +$284K +3,381 New
FMB
823
Field & Main Bank
Kentucky
$271K -$2.1K -25 -0.7%
CPA
824
Capital Planning Advisors
California
$270K -$180K -2,144 -39%
FUBT
825
First United Bank & Trust
Maryland
$270K -$5.47K -65 -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.