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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
BCM
876
BTR Capital Management
California
$223K
MWM
877
Mission Wealth Management
California
$223K
CG
878
Cutler Group
California
$222K +$116K +1,374 +99%
BFA
879
Benedict Financial Advisors
Georgia
$221K -$49K -583 -10%
EI
880
Ethic Inc
New York
$221K +$10.1K +120 +5%
TI
881
Tidal Investments
Wisconsin
$221K +$27.8K +330 +14%
HS
882
Haafor (Singapore)
Singapore
$221K +$230K +2,740 New
CCP
883
Cardan Capital Partners
Colorado
$220K
TTWM
884
TCV Trust & Wealth Management
Virginia
$220K
SCA
885
Stonebridge Capital Advisors
Minnesota
$219K +$1.01K +12 +0.4%
Simplex Trading
886
Simplex Trading
Illinois
$218K -$1.07M -12,731 -82%
BJL
887
Brighton Jones LLC
Washington
$217K -$4.71K -56 -2%
QCG
888
Quadrant Capital Group
Ohio
$214K -$10.3K -122 -4%
TU
889
TDAM USA
Ontario, Canada
$214K -$5.97K -71 -3%
MFW
890
Meristem Family Wealth
Minnesota
$214K +$6.31K +75 +3%
TWA
891
TCI Wealth Advisors
Arizona
$213K
IA
892
IFG Advisory
Georgia
$212K -$12.1K -144 -5%
ACM
893
Advisors Capital Management
New Jersey
$210K -$4.12K -49 -2%
SP
894
Successful Portfolios
Florida
$210K -$1.77K -21 -0.8%
OSAM
895
O'Shaughnessy Asset Management
Connecticut
$210K +$41.1K +489 +23%
PP
896
Patten & Patten
Tennessee
$209K -$35K -416 -14%
APP
897
Avantax Planning Partners
Iowa
$209K -$9.59K -114 -4%
TAM
898
Trust Asset Management
Texas
$208K +$217K +2,584 New
OIA
899
OneDigital Investment Advisors
Kansas
$207K -$222K -2,639 -51%
CC
900
Codex Capital
New York
$205K +$210K +2,500 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.