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Baxter International

1,134 hedge funds and large institutions have $37.5B invested in Baxter International in 2020 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 376 increasing their positions, 410 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

33% more call options, than puts

Call options by funds: $175M | Put options by funds: $131M

6% more capital invested

Capital invested by funds: $35.2B → $37.5B (+$2.21B)

3% more funds holding

Funds holding: 1,1021,134 (+32)

0.01% more ownership

Funds ownership: 85.57%85.58% (+0.01%)

8% less repeat investments, than reductions

Existing positions increased: 376 | Existing positions reduced: 410

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
1,134
Holders Change
+32
Holders Change %
+2.9%
% of All Funds
23.25%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.35%
New
108
Increased
376
Reduced
410
Closed
65
Calls
$175M
Puts
$131M
Net Calls
+$43.6M
Net Calls Change
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
1051
Ellevest Inc
New York
$29K -$4.88K -56 -14%
RA
1052
Rational Advisors
New York
$29K +$29.5K +339 New
FMP
1053
Financial Management Professionals
Texas
$28K +$28.3K +325 New
O
1054
Ossiam
France
$27K -$99.7K -1,145 -79%
BWA
1055
Burt Wealth Advisors
Maryland
$27K
MAWCM
1056
Mine & Arao Wealth Creation & Management
California
$27K
WCG
1057
Weaver Consulting Group
California
$27K
AF
1058
Allworth Financial
California
$27K +$14.8K +170 +119%
TFA
1059
Toth Financial Advisory
Virginia
$26K
CWM
1060
Campbell Wealth Management
Virginia
$26K +$26.1K +300 New
FWM
1061
FSA Wealth Management
Massachusetts
$25K
RAM
1062
Riggs Asset Management
Pennsylvania
$25K
SCM
1063
Silvant Capital Management
Georgia
$25K
AS
1064
Altshuler Shaham
Israel
$25K +$11.4K +131 +80%
APWM
1065
Atlas Private Wealth Management
New York
$24K
GG
1066
Gleason Group
Kentucky
$24K +$87 +1 +0.4%
PO
1067
Private Ocean
California
$23K
HIA
1068
Harbor Investment Advisory
Maryland
$23K +$1.22K +14 +6%
EAM
1069
Eukles Asset Management
Ohio
$23K +$2.61K +30 +12%
EARNEST Partners
1070
EARNEST Partners
Georgia
$22K
HFA
1071
HC Financial Advisors
California
$22K
GWS
1072
Glassman Wealth Services
Virginia
$22K +$6.62K +76 +43%
AWM
1073
Apollon Wealth Management
South Carolina
$22K +$22.3K +256 New
CAL
1074
Capital Advisors Ltd
Ohio
$21K
CHA
1075
Carmichael Hill & Associates
Maryland
$21K

BAX Hedge Fund Activity: Q2 2020 in Review

1,134 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q2 2020, worth a combined $37.5B — up 6.3% from $35.2B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new BAX positions and 65 closed out — a net gain of 43 holders — while 376 added to existing stakes and 410 trimmed.

The largest buyer was BlackRock, adding an estimated $286M. The largest seller was Third Point, cutting an estimated $660M.

  • 1,134 institutional investors held Baxter International (BAX) as of Q2 2020, up from 1,102 in Q1 2020.
  • Funds reported $37.5B of Baxter International stock for Q2 2020, up 6.3% quarter-over-quarter.
  • 108 funds opened new Baxter International positions in Q2 2020 and 65 closed out, a net change of +43 holders.
  • The largest Baxter International buyer in Q2 2020 was BlackRock, an estimated $286M added.
  • The largest Baxter International seller in Q2 2020 was Third Point, an estimated $660M sold.

Based on aggregated 13F filings for Q2 2020.