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Baxter International

1,109 hedge funds and large institutions have $34.3B invested in Baxter International in 2021 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 372 increasing their positions, 388 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 68

1% more funds holding

Funds holding: 1,0941,109 (+15)

0.89% less ownership

Funds ownership: 86.29%85.4% (-0.89%)

1% less call options, than puts

Call options by funds: $106M | Put options by funds: $107M

4% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 388

6% less capital invested

Capital invested by funds: $36.5B → $34.3B (-$2.23B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
1,109
Holders Change
+15
Holders Change %
+1.37%
% of All Funds
19.3%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.1%
New
95
Increased
372
Reduced
388
Closed
68
Calls
$106M
Puts
$107M
Net Calls
-$1.07M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1026
Toth Financial Advisory
Virginia
$24K
FPB
1027
First PREMIER Bank
South Dakota
$24K +$25.2K +300 New
OIA
1028
Optimum Investment Advisors
Illinois
$23K -$50.3K -600 -68%
GG
1029
Gleason Group
Kentucky
$23K +$84 +1 +0.4%
CWP
1030
Concord Wealth Partners
Virginia
$23K +$14K +167 +136%
CFO
1031
CVA Family Office
Colorado
$23K +$19.7K +235 +470%
SIA
1032
SkyView Investment Advisors
New Jersey
$22K
EARNEST Partners
1033
EARNEST Partners
Georgia
$21K
FHC
1034
First Horizon Corporation
Tennessee
$21K
Loomis, Sayles & Company
1035
Loomis, Sayles & Company
Massachusetts
$21K +$671 +8 +3%
PCH
1036
Polar Capital Holdings
United Kingdom
$20.5K +$1.51M +18,000 +8%
WPA
1037
West Paces Advisors
Georgia
$20K
BAM
1038
Barrett Asset Management
New York
$20K
CHA
1039
Carmichael Hill & Associates
Maryland
$20K
HFA
1040
HC Financial Advisors
California
$20K
FMP
1041
Financial Management Professionals
Texas
$20K +$1.01K +12 +5%
PO
1042
Private Ocean
California
$19K -$923 -11 -5%
CAL
1043
Capital Advisors Ltd
Ohio
$19K
PFPT
1044
Pinnacle Financial Partners (Tennessee)
Tennessee
$19K
YAL
1045
Your Advocates Ltd
Texas
$19K +$19.6K +234 New
PWA
1046
Pinnacle Wealth Advisors
Tennessee
$19K +$20.1K +240 New
EWA
1047
Evolution Wealth Advisors
Florida
$17K -$5.79K -69 -24%
BAM
1048
Baldrige Asset Management
Pennsylvania
$17K +$17.5K +209 New
CCC
1049
Crescent Capital Consulting
Louisiana
$16K
IBOK
1050
Independence Bank of Kentucky
Kentucky
$16K

BAX Hedge Fund Activity: Q2 2021 in Review

1,109 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q2 2021, worth a combined $34.3B — down 6.1% from $36.5B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new BAX positions and 68 closed out — a net gain of 27 holders — while 372 added to existing stakes and 388 trimmed.

The largest buyer was Capital International Investors, adding an estimated $141M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $274M sold.

  • 1,109 institutional investors held Baxter International (BAX) as of Q2 2021, up from 1,094 in Q1 2021.
  • Funds reported $34.3B of Baxter International stock for Q2 2021, down 6.1% quarter-over-quarter.
  • 95 funds opened new Baxter International positions in Q2 2021 and 68 closed out, a net change of +27 holders.
  • The largest Baxter International buyer in Q2 2021 was Capital International Investors, an estimated $141M added.
  • The largest Baxter International seller in Q2 2021 was D1 Capital Partners, an estimated $274M sold.

Based on aggregated 13F filings for Q2 2021.