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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
LTI
926
Laffer Tengler Investments
Tennessee
$133K +$139K +1,652 New
FCT
927
Family Capital Trust
Massachusetts
$129K
TPCW
928
TD Private Client Wealth
New York
$129K -$84 -1 -0.1%
CSPIA
929
Cary Street Partners Investment Advisory
Virginia
$127K +$132K +1,573 New
CYG
930
Clean Yield Group
Vermont
$125K
APA
931
American Portfolios Advisors
New York
$124K -$6.73K -80 -5%
BWM
932
Baystate Wealth Management
Massachusetts
$124K +$84 +1 +0.1%
CF
933
Centaurus Financial
California
$121K +$127K +1,509 New
NNP
934
Nachman Norwood & Parrott
South Carolina
$119K +$124K +1,475 New
OSNBOA
935
Old Second National Bank of Aurora
Illinois
$118K -$8.41K -100 -6%
FCB
936
First Command Bank
Texas
$118K
FCFS
937
First Command Financial Services
Texas
$118K
WT
938
Washington Trust
Rhode Island
$117K -$10.1K -120 -8%
BCA
939
Berman Capital Advisors
Georgia
$114K +$19.3K +229 +19%
PFBT
940
Parkside Financial Bank & Trust
Missouri
$111K -$5.89K -70 -5%
ADL
941
Asset Dedication LLC
California
$111K +$4.21K +50 +4%
AA
942
Ancora Advisors
Ohio
$109K
TFO
943
Tarbox Family Office
California
$107K +$421 +5 +0.4%
HWA
944
Heritage Wealth Advisors
Virginia
$107K +$12K +143 +12%
RFA
945
Reilly Financial Advisors
California
$100K
LWCFA
946
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$99K
RMC
947
Resources Management Corp
Connecticut
$97K
TAIM
948
TD Ameritrade Investment Management
Nebraska
$95K +$5.8K +69 +6%
SC
949
Sawyer & Company
Massachusetts
$92K
CI
950
CX Institutional
Indiana
$92K +$10.5K +125 +12%

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.