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
ACP
826
Aviance Capital Partners
Florida
$270K
PCMC
827
Paragon Capital Management (Colorado)
Colorado
$270K
MMPW
828
Mitchell McLeod Pugh & Williams
Alabama
$269K
CCM
829
Carlson Capital Management
Minnesota
$267K -$27.8K -330 -9%
SBSB
830
Sullivan, Bruyette, Speros & Blaney
Virginia
$267K -$6.98K -83 -2%
DLA
831
Douglas Lane & Associates
New York
$267K
SCA
832
Snowden Capital Advisors
New York
$264K +$72.8K +865 +36%
ED
833
Exane Derivatives
France
$263K -$4.96K -59 -2%
GWM
834
Geneos Wealth Management
Colorado
$263K -$91.2K -1,084 -25%
TAM
835
Tocqueville Asset Management
New York
$263K
RIM
836
Rampart Investment Management
Connecticut
$262K -$525K -6,244 -66%
CAM
837
Cozad Asset Management
Illinois
$262K
FLAM
838
First Light Asset Management
Minnesota
$262K
RWP
839
RWA Wealth Partners
Massachusetts
$262K +$47K +559 +21%
FA
840
Fagan Associates
New York
$261K
WANY
841
Wealthspire Advisors (New York)
New York
$261K +$11K +131 +4%
CGL
842
Clarius Group LLC
Washington
$258K -$95.1K -1,130 -26%
NSAM
843
North Star Asset Management
Wisconsin
$257K
EWM
844
Executive Wealth Management
Michigan
$255K
RMCM
845
Reynders McVeigh Capital Management
Massachusetts
$254K
MG
846
Mather Group
Illinois
$253K -$149K -1,775 -36%
AFG
847
Albion Financial Group
Utah
$252K +$23.8K +283 +10%
AF
848
Advisornet Financial
Minnesota
$250K
PJSIMP
849
P.J. Schmidt Investment Management (PJS)
Wisconsin
$250K
FA
850
FDx Advisors
Illinois
$249K +$260K +3,096 New

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.