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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
TFA
1026
Toth Financial Advisory
Virginia
$24K
M
1027
Mirova
France
$24K +$24.6K +293 New
SLF
1028
Sun Life Financial
Ontario, Canada
$24K +$25.3K +301 New
APWM
1029
Atlas Private Wealth Management
New York
$23K
GG
1030
Gleason Group
Kentucky
$23K
Loomis, Sayles & Company
1031
Loomis, Sayles & Company
Massachusetts
$23K +$7.82K +93 +48%
NFG
1032
Next Financial Group
Texas
$23K +$23.9K +284 New
FHC
1033
First Horizon Corporation
Tennessee
$23K +$24.8K +295 New
EARNEST Partners
1034
EARNEST Partners
Georgia
$21K
HIA
1035
Harbor Investment Advisory
Maryland
$20K -$1.18K -14 -5%
CHA
1036
Carmichael Hill & Associates
Maryland
$20K
HFA
1037
HC Financial Advisors
California
$20K
CAGAS
1038
Capital Advisory Group Advisory Services
Minnesota
$20K +$20.9K +249 New
PO
1039
Private Ocean
California
$19K -$2.44K -29 -11%
CAL
1040
Capital Advisors Ltd
Ohio
$19K
PFPT
1041
Pinnacle Financial Partners (Tennessee)
Tennessee
$19K
SFG
1042
Sowa Financial Group
Rhode Island
$19K
CBT
1043
Central Bank & Trust
Kentucky
$18K
FPB
1044
First PREMIER Bank
South Dakota
$18K
VRM
1045
Vectors Research Management
New York
$18K
PGAM
1046
Princeton Global Asset Management
New Jersey
$16K -$18.8K -224 -53%
BAMG
1047
Brand Asset Management Group
Missouri
$16K
IBOK
1048
Independence Bank of Kentucky
Kentucky
$16K
PK
1049
Pflug Koory
Nebraska
$16K
PAI
1050
Pittenger & Anderson Inc
Nebraska
$16K

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.