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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
PK
1051
Pflug Koory
Nebraska
$16K
VCM
1052
Versant Capital Management
Arizona
$16K
Nisa Investment Advisors
1053
Nisa Investment Advisors
Missouri
$15K -$617K -7,362 -4%
AWM
1054
AllSquare Wealth Management
New York
$15K
LWM
1055
Liberty Wealth Management
California
$15K
SWM
1056
Sugarloaf Wealth Management
Georgia
$15K
AIG
1057
American International Group
New York
$14.6K -$341K -4,068 -2%
WQ
1058
Wealth Quarterback
New Jersey
$14K +$14.3K +170 New
FF
1059
FourThought Financial
Florida
$13K
JWM
1060
Janiczek Wealth Management
Colorado
$13K +$4.11K +49 +45%
KFS
1061
Kelly Financial Services
Massachusetts
$13K +$83.2K +992 +6,200%
TWM
1062
Tradition Wealth Management
Minnesota
$11K
EBA
1063
Eagle Bay Advisors
New York
$11K +$11.3K +135 New
HWMA
1064
Heritage Wealth Management (Arizona)
Arizona
$10K -$17.6K -210 -62%
EWM
1065
Edge Wealth Management
New York
$10K
MHR
1066
Matthew Hamilton Rosenberg
$10K
SC
1067
Sierra Capital
Florida
$10K
SIS
1068
Sound Income Strategies
Florida
$10K
SWA
1069
SOA Wealth Advisors
New York
$10K +$84 +1 +0.8%
ACA
1070
Atlas Capital Advisors
Wyoming
$8.61K +$587 +7 +7%
GEA
1071
Glen Eagle Advisors
New Jersey
$8.22K
MSFP
1072
Mark Sheptoff Financial Planning
Connecticut
$8K -$21.8K -260 -72%
CBT
1073
Central Bank & Trust
Kentucky
$8K -$10.6K -126 -57%
AWM
1074
Accel Wealth Management
Iowa
$8K
HFA
1075
Hoover Financial Advisors
Pennsylvania
$8K

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.