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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
RDWM
1176
Red Door Wealth Management
Tennessee
-$88K -1,027 Closed
HFM
1177
Harvest Fund Management
China
-$88K -1,014 Closed
WR
1178
Watson Rebecca
-$54K -622 Closed
PI
1179
PineBridge Investments
New York
-$44K -511 Closed
THWM
1180
Taylor Hoffman Wealth Management
Virginia
-$43K -500 Closed
PWP
1181
Principle Wealth Partners
Connecticut
-$33K -379 Closed
WFMPM
1182
Woodley Farra Manion Portfolio Management
Indiana
-$30K -345 Closed
CWM
1183
Campbell Wealth Management
Virginia
-$26K -300 Closed
FWM
1184
FSA Wealth Management
Massachusetts
-$25K -296 Closed
AS
1185
Altshuler Shaham
Israel
-$25K -294 Closed
AWM
1186
Apollon Wealth Management
South Carolina
-$22K -256 Closed
MCA
1187
Mercer Capital Advisers
New Jersey
-$17K -200 Closed
SC
1188
Solstein Capital
California
-$17K -192 Closed
FANJ
1189
Financial Architects (New Jersey)
New Jersey
-$13K -150 Closed
JG
1190
Jefferies Group
New York
-$12.1K -144 Closed
BBA
1191
Braun-Bostich & Associates
Pennsylvania
-$11K -126 Closed
CWP
1192
CFM Wealth Partners
Texas
-$8K -100 Closed
DOA
1193
D'Orazio & Associates
Virginia
-$9K -100 Closed
HFA
1194
Hoover Financial Advisors
Pennsylvania
-$9K -100 Closed
CAM
1195
ClariVest Asset Management
California
-$5K -60 Closed
IWP
1196
IAG Wealth Partners
Wisconsin
-$2K -17 Closed
PA
1197
Procyon Advisors
Connecticut
-$1K -16 Closed
ST
1198
Sageworth Trust
Pennsylvania
-$1K -7 Closed
TFA
1199
Transamerica Financial Advisors
Florida
-$1K -4 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.