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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
AWM
1051
AllSquare Wealth Management
New York
$15K
LWM
1052
Liberty Wealth Management
California
$15K
SWM
1053
Sugarloaf Wealth Management
Georgia
$15K
VCM
1054
Versant Capital Management
Arizona
$14K -$252 -3 -2%
NIC
1055
Northwest Investment Counselors
Oregon
$14K +$14.5K +172 New
FAM
1056
Fred Alger Management
New York
$13K -$2.52M -30,000 -99%
AF
1057
Allworth Financial
California
$12K -$14.3K -170 -54%
SFSIG
1058
San Francisco Sentry Investment Group
California
$12K
PW
1059
Price Wealth
Texas
$12K +$11.2K +133 +887%
ONST
1060
Old North State Trust
North Carolina
$12K +$12.1K +144 New
FWM
1061
Focused Wealth Management
New York
$11K
MHR
1062
Matthew Hamilton Rosenberg
$10K
BWM
1063
BNC Wealth Management
Oregon
$10K +$10.9K +130 New
AWM
1064
Avior Wealth Management
Nebraska
$9K +$5.64K +67 +134%
GEA
1065
Glen Eagle Advisors
New Jersey
$8.13K
F
1066
F3Logic
Minnesota
$8.04K +$8.41K +100 New
LS
1067
Leelyn Smith
Illinois
$8K -$4.12K -49 -32%
CTB
1068
Country Trust Bank
Illinois
$8K
AIA
1069
Arcadia Investment Advisors
Idaho
$7.08K +$7.4K +88 New
CCA
1070
Column Capital Advisors
Indiana
$7K
BEI
1071
Benjamin Edwards Inc
Missouri
$6K
FCM
1072
Firestone Capital Management
Florida
$6K
LFG
1073
LifePlan Financial Group
Ohio
$6K
BWA
1074
BDO Wealth Advisors
Florida
$5K -$4.21K -50 -45%
HWM
1075
HighMark Wealth Management
Minnesota
$5K -$589 -7 -11%

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.