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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
HCP
976
Hexagon Capital Partners
Arkansas
$57K +$61.7K +733 New
FRA
977
Front Row Advisors
California
$55K +$84 +1 +0.1%
AA
978
Advisory Alpha
Michigan
$54K +$56.1K +667 New
LC
979
Lindbrook Capital
California
$53K -$168 -2 -0.3%
CWM
980
Cranbrook Wealth Management
Michigan
$53K
RA
981
Rational Advisors
New York
$52K +$25.4K +302 +89%
FFA
982
Founders Financial Alliance
North Carolina
$52K +$54.8K +652 New
GI
983
Gradient Investments
Minnesota
$51K
Millennium Management
984
Millennium Management
New York
$50.5K +$20.5M +243,636 +63%
CB
985
CNB Bank
Pennsylvania
$50K
SBL
986
Sargent Bickham Lagudis
Colorado
$48K
TCM
987
Tradewinds Capital Management
Washington
$48K
SWA
988
Sutton Wealth Advisors
Florida
$46.4K +$505 +6 +1%
SIAS
989
Shine Investment Advisory Services
Colorado
$46K
1IA
990
1834 Investment Advisors
Wisconsin
$44K -$757 -9 -2%
BCM
991
Bourgeon Capital Management
Connecticut
$43K
PCG
992
Private Capital Group
Connecticut
$43K
MLFP
993
MPS Loria Financial Planners
Illinois
$40K
TPWA
994
TRUE Private Wealth Advisors
Oregon
$40K
VNA
995
Valley National Advisers
Pennsylvania
$40K
EWM
996
Endurance Wealth Management
Rhode Island
$39K
TFM
997
TFC Financial Management
Massachusetts
$37K +$39.1K +465 New
EIP
998
Ellis Investment Partners
Pennsylvania
$36K
PWMG
999
Prestige Wealth Management Group
New Jersey
$36K +$505 +6 +1%
GRP
1000
Global Retirement Partners
California
$35K -$54.8K -652 -60%

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.