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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
JSC
951
Jackson Square Capital
California
$90K -$139K -1,654 -60%
FNBOSM
952
First National Bank of South Miami
Florida
$88K -$3.79K -45 -4%
WTC
953
WhitTier Trust Company
Nevada
$84K
KPCM
954
Kings Point Capital Management
New York
$83K -$8.41K -100 -9%
ATC
955
Adirondack Trust Company
New York
$80K
KTC
956
Kistler-Tiffany Companies
Pennsylvania
$78K
PFS
957
Prospera Financial Services
Texas
$78K +$81.3K +966 New
PCM
958
Penserra Capital Management
California
$77K -$2.35K -28 -3%
FWM
959
Filbrandt Wealth Management
Wisconsin
$72K
WB
960
Webster Bank
Connecticut
$71K -$5.05K -60 -6%
OIA
961
Optimum Investment Advisors
Illinois
$71K
SIA
962
Sit Investment Associates
Minnesota
$68K
HFS
963
HBC Financial Services
Washington
$65K
AAP
964
Arax Advisory Partners
Colorado
$64K -$84K -999 -56%
WEC
965
Winslow Evans & Crocker
Massachusetts
$64K
CAL
966
Capital Analysts LLC
Pennsylvania
$63K
RCG
967
Rock Creek Group
District of Columbia
$62K -$82.9K -985 -56%
IFAM
968
Institutional & Family Asset Management
Colorado
$62K
AIC
969
Archer Investment Corporation
Indiana
$60.3K
GAM
970
Gemmer Asset Management
California
$60K -$421 -5 -0.7%
BAM
971
Barrett Asset Management
New York
$60K
BCM
972
Blume Capital Management
California
$60K
MPWT
973
MassMutual Private Wealth & Trust
Connecticut
$60K
ZB
974
Zions Bancorporation
Utah
$59K
M
975
MOTCO
Texas
$58K +$9.67K +115 +19%

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.