Question 1

Which hedge funds and institutional investors hold BAX?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for BAX shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for BAX whale holdings?

Accepted Answer

Conviction level reflects how significant BAX is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to BAX, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for BAX?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about BAX?

Accepted Answer

QoQ changes for BAX show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Pzena	63.4M	$1.1B	3.5%	$30.8B
Dodge & Cox	57.3M	$961.9M	0.5%	$182.0B
State Street	20.0M	$335.9M	0.0%	$2896.4B
Artisan Partners	4.9M	$81.7M	0.1%	$62.3B
Millennium	1.7M	$29.4M	0.0%	$240.3B
Geode Capital	1.7M	$27.8M	0.0%	$1607.5B
Citadel	639.6K	$10.7M	0.0%	$618.5B
Citadel	577.8K	$9.7M	0.0%	$618.5B
Millennium	503.6K	$8.5M	0.0%	$240.3B
Gabelli	498.0K	$8.4M	0.1%	$14.8B
Citadel	388.7K	$6.5M	0.0%	$618.5B
Gotham Asset	361.7K	$6.1M	0.0%	$32.7B
Moore Capital	354.6K	$6.0M	0.1%	$4.9B
DFA	306.3K	$5.1M	0.0%	$481.4B
Point72	298.2K	$5.0M	0.0%	$78.1B
Millennium	228.7K	$3.8M	0.0%	$240.3B
Point72	196.4K	$3.3M	0.0%	$78.1B
Man Group	156.8K	$2.6M	0.0%	$55.1B
Brevan Howard	123.7K	$2.1M	0.0%	$11.3B
American Century	84.5K	$1.4M	0.0%	$194.3B
WorldQuant	70.8K	$1.2M	0.0%	$25.9B
Northern Trust	43.4K	$729K	0.0%	$756.6B
Fidelity (FMR)	35.4K	$594K	—	$1898.4B
Tudor	31.5K	$529K	0.0%	$53.9B
Marshall Wace	24.8K	$417K	0.0%	$100.4B
Bridgewater	16.1K	$270K	0.0%	$22.4B
Tweedy Browne	9.7K	$222K	0.0%	$1.3B
DE Shaw	10.7K	$180K	0.0%	$166.3B
LSV	4.1M	$68K	0.1%	$46.4M
Neuberger Berman (Eisman)	2.3K	$38K	—	$131.4B
BlackRock	1.8K	$31K	—	$5723.5B
Wellington	1.1K	$18K	—	$535.5B
Marshall Wace	400	$7K	—	$100.4B
Franklin Templeton	315	$5K	—	$408.3B
AQR Capital	262	$4K	—	$218.4B
Marshall Wace	100	$2K	—	$100.4B

BAX

Who Holds BAX

Changes This Quarter