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
NEPPG
901
New England Professional Planning Group
Rhode Island
$204K -$16.8K -200 -7%
SW
902
SkyOak Wealth
Michigan
$202K
MA
903
MONECO Advisors
Connecticut
$200K +$505 +6 +0.2%
MCM
904
MV Capital Management
Maryland
$195K +$6.64K +79 +3%
LJHT
905
Laurie J. Hall Trustee
$195K +$204K +2,425 New
TCOV
906
Trust Company of Vermont
Vermont
$189K -$37.9K -451 -16%
Group One Trading
907
Group One Trading
Illinois
$189K +$144K +1,708 +269%
AF
908
Arrow Financial
New York
$188K -$4.21K -50 -2%
BBL
909
Beck Bode LLC
Massachusetts
$180K -$52.8K -628 -22%
EFSCE
910
Enterprise Financial Services Corp (EFSC)
Missouri
$178K -$2.78K -33 -1%
HFS
911
Hantz Financial Services
Michigan
$173K -$31.9K -379 -15%
LWANC
912
Laurel Wealth Advisors (North Carolina)
North Carolina
$172K
TFS
913
TrustCore Financial Services
Tennessee
$170K -$14K -166 -7%
HCM
914
Highlander Capital Management
New Jersey
$165K
CPA
915
Court Place Advisors
Maryland
$162K -$21K -250 -1%
PL
916
Perpetual Ltd
Australia
$161K
PMFA
917
Plante Moran Financial Advisors
Michigan
$161K
JFGIW
918
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K -$28.8K -342 -15%
HI
919
Hudock Inc
Pennsylvania
$147K
VCM
920
Vigilant Capital Management
Maine
$143K
AWA
921
Arkadios Wealth Advisors
Georgia
$141K -$2.44K -29 -2%
CHAM
922
Clear Harbor Asset Management
Connecticut
$141K +$147K +1,751 New
SIM
923
Sonora Investment Management
Arizona
$138K
FFC
924
First Financial Corp
Indiana
$134K
T
925
TOBAM
France
$133K +$139K +1,649 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.