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Baxter International

1,112 hedge funds and large institutions have $34.6B invested in Baxter International in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 411 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 96

20% more call options, than puts

Call options by funds: $109M | Put options by funds: $90.7M

1% more funds holding

Funds holding: 1,0971,112 (+15)

0% less capital invested

Capital invested by funds: $34.6B → $34.6B (-$20.1M)

0.99% less ownership

Funds ownership: 85.22%84.23% (-0.99%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

19% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 411

Holders
1,112
Holders Change
+15
Holders Change %
+1.37%
% of All Funds
19.68%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
125
Increased
331
Reduced
411
Closed
96
Calls
$109M
Puts
$90.7M
Net Calls
+$18.6M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
1076
Glen Eagle Advisors
New Jersey
$8.14K
CTB
1077
Country Trust Bank
Illinois
$8K
LS
1078
Leelyn Smith
Illinois
$8K
JWM
1079
Janiczek Wealth Management
Colorado
$8K +$6.5K +82 +631%
AWM
1080
Accel Wealth Management
Iowa
$8K +$7.92K +100 New
BA
1081
Bellwether Advisors
Nebraska
$8K +$7.92K +100 New
HFA
1082
Hoover Financial Advisors
Pennsylvania
$8K +$7.92K +100 New
OPW
1083
Oxler Private Wealth
New York
$8K +$7.92K +100 New
PAI
1084
Pittenger & Anderson Inc
Nebraska
$7K -$9.51K -120 -59%
CCA
1085
Column Capital Advisors
Indiana
$7K
BEI
1086
Benjamin Edwards Inc
Missouri
$6K
FCM
1087
Firestone Capital Management
Florida
$6K
LIA
1088
Luken Investment Analytics
Tennessee
$6K +$5.86K +74 New
Credit Agricole
1089
Credit Agricole
France
$6K +$5.94K +75 New
FA
1090
Fortis Advisors
Pennsylvania
$6K +$6.34K +80 New
BWA
1091
BDO Wealth Advisors
Florida
$5K
UFF
1092
USA Financial Formulas
Michigan
$5K +$792 +10 +21%
FFG
1093
Fortem Financial Group
California
$5K +$4.75K +60 New
FFA
1094
Freedman Financial Associates
Massachusetts
$5K +$4.75K +60 New
CAGAS
1095
Capital Advisory Group Advisory Services
Minnesota
$4K -$15.4K -194 -78%
AWM
1096
Avior Wealth Management
Nebraska
$4K -$5.31K -67 -57%
BWP
1097
Baldwin Wealth Partners
Massachusetts
$4K
BFC
1098
Bedel Financial Consulting
Indiana
$4K
PFA
1099
Professional Financial Advisors
Nebraska
$4K
WAS
1100
Winch Advisory Services
Wisconsin
$4K

BAX Hedge Fund Activity: Q4 2020 in Review

1,112 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2020, worth a combined $34.6B — down 0.06% from $34.6B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new BAX positions and 96 closed out — a net gain of 29 holders — while 331 added to existing stakes and 411 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1,000M. The largest seller was JP Morgan Chase, cutting an estimated $345M.

  • 1,112 institutional investors held Baxter International (BAX) as of Q4 2020, up from 1,097 in Q3 2020.
  • Funds reported $34.6B of Baxter International stock for Q4 2020, down 0.06% quarter-over-quarter.
  • 125 funds opened new Baxter International positions in Q4 2020 and 96 closed out, a net change of +29 holders.
  • The largest Baxter International buyer in Q4 2020 was Wellington Management Group, an estimated $1,000M added.
  • The largest Baxter International seller in Q4 2020 was JP Morgan Chase, an estimated $345M sold.

Based on aggregated 13F filings for Q4 2020.