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
SL
1001
Savior LLC
Massachusetts
$35K
CWC
1002
Carolinas Wealth Consulting
North Carolina
$35K +$20.9K +248 +133%
BWM
1003
BerganKDV Wealth Management
Minnesota
$34K -$4.46K -53 -11%
MF
1004
Manchester Financial
California
$32K -$2.69K -32 -7%
GC
1005
Grace Capital
Massachusetts
$32K
SWM
1006
Selective Wealth Management
Virginia
$32K
PWM
1007
Provident Wealth Management
Tennessee
$32K +$33.6K +400 New
NCM
1008
New Capital Management
Texas
$31K
WPA
1009
West Paces Advisors
Georgia
$30.5K
GIC
1010
Gantzert Investment Company
Illinois
$30K
PCFFS
1011
Pacific Center for Financial Services
California
$30K
GWS
1012
Glassman Wealth Services
Virginia
$30K +$9.93K +118 +46%
EWA
1013
Evolution Wealth Advisors
Florida
$29K
MSFP
1014
Mark Sheptoff Financial Planning
Connecticut
$29K
CFD
1015
Creative Financial Designs
Indiana
$28K
JFA
1016
JNBA Financial Advisors
Minnesota
$27K -$6.22K -74 -18%
EI
1017
Ellevest Inc
New York
$27K -$589 -7 -2%
MAWCM
1018
Mine & Arao Wealth Creation & Management
California
$27K +$1.51K +18 +6%
EAM
1019
Eukles Asset Management
Ohio
$27K +$4.96K +59 +22%
FMP
1020
Financial Management Professionals
Texas
$26K
WCG
1021
Weaver Consulting Group
California
$26K
NR
1022
Newfound Research
Massachusetts
$26K +$27.6K +328 New
RAM
1023
Riggs Asset Management
Pennsylvania
$26K +$75.7K +900 +302%
BWA
1024
Burt Wealth Advisors
Maryland
$25K
SCM
1025
Silvant Capital Management
Georgia
$24K

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.