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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
BWP
1076
Baldwin Wealth Partners
Massachusetts
$4K
BFC
1077
Bedel Financial Consulting
Indiana
$4K
WAS
1078
Winch Advisory Services
Wisconsin
$4K
UFF
1079
USA Financial Formulas
Michigan
$4K +$589 +7 +18%
PFWA
1080
Paces Ferry Wealth Advisors
Georgia
$4K +$4.29K +51 New
PFA
1081
Professional Financial Advisors
Nebraska
$4K +$4.46K +53 New
BDWM
1082
Brewin Dolphin Wealth Management
Ireland
$3.86K -$11.1K -132 -73%
APWA
1083
Atlas Private Wealth Advisors
New Jersey
$3K
SIS
1084
Sound Income Strategies
Florida
$2K -$56.9K -677 -97%
IF
1085
Ironwood Financial
Arizona
$2K
CA
1086
Crewe Advisors
Utah
$2K +$2.35K +28 New
KFS
1087
Kelly Financial Services
Massachusetts
$1.32K
APC
1088
Aspire Private Capital
North Carolina
$1K -$2.27K -27 -61%
NC
1089
NewSquare Capital
Pennsylvania
$1K
PFGIA
1090
Patriot Financial Group Insurance Agency
Massachusetts
$1K
RG
1091
Retirement Group
California
$1K
JWM
1092
Janiczek Wealth Management
Colorado
$1K +$1.09K +13 New
CPA
1093
Clear Perspective Advisors
Illinois
$394
FCA
1094
FinTrust Capital Advisors
South Carolina
$172
TP
1095
Third Point
New York
-$344M -4,000,000 Closed
SCM
1096
Suvretta Capital Management
New York
-$104M -1,204,204 Closed
Alyeska Investment Group
1097
Alyeska Investment Group
Illinois
-$34.4M -399,221 Closed
ITP
1098
Iron Triangle Partners
Connecticut
-$28.4M -330,000 Closed
PHS
1099
PFM Health Sciences
California
-$25.4M -295,222 Closed
SGAM
1100
Smith Group Asset Management
Texas
-$20.9M -242,968 Closed

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.