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Baxter International

1,052 hedge funds and large institutions have $28.9B invested in Baxter International in 2018 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 300 increasing their positions, 413 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

3% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 121

8% less call options, than puts

Call options by funds: $79.5M | Put options by funds: $86.9M

2% less funds holding

Funds holding: 1,0691,052 (-17)

1.62% less ownership

Funds ownership: 84.82%83.2% (-1.6%)

17% less capital invested

Capital invested by funds: $34.9B → $28.9B (-$6.04B)

27% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 413

Holders
1,052
Holders Change
-17
Holders Change %
-1.59%
% of All Funds
23.44%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.36%
New
117
Increased
300
Reduced
413
Closed
121
Calls
$79.5M
Puts
$86.9M
Net Calls
-$7.37M
Net Calls Change
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CEP
226
Chicago Equity Partners
Illinois
$6.83M -$1.95M -28,970 -22%
SB
227
Suntrust Banks
Georgia
$6.79M -$128K -1,899 -2%
NAM
228
Nissay Asset Management
Japan
$6.77M -$34.3K -511 -0.5%
CWM
229
Calamos Wealth Management
Illinois
$6.76M -$570K -8,478 -8%
XK
230
Xact Kapitalforvaltning
Sweden
$6.67M
NCM
231
Noesis Capital Mangement
Florida
$6.64M +$536K +7,981 +9%
ET
232
Equitable Trust
Tennessee
$6.63M +$6.29M +93,674 +1,323%
TAM
233
Trillium Asset Management
Massachusetts
$6.59M +$998K +14,856 +17%
TPSF
234
Texas Permanent School Fund
Texas
$6.55M -$806K -12,000 -11%
RJFSA
235
Raymond James Financial Services Advisors
Florida
$6.4M +$113K +1,685 +2%
AAM
236
Autus Asset Management
Arizona
$6.34M +$330K +4,918 +5%
URS
237
Utah Retirement Systems
Utah
$6.14M +$13.4K +200 +0.2%
LPL Financial
238
LPL Financial
California
$6.01M +$31.8K +474 +0.5%
MAM
239
Mastrapasqua Asset Management
Tennessee
$5.97M -$132K -1,965 -2%
NB
240
Norinchukin Bank
Japan
$5.97M +$1.8M +26,753 +42%
M&T Bank
241
M&T Bank
New York
$5.92M -$551K -8,208 -8%
Public Employees Retirement Association of Colorado
242
Public Employees Retirement Association of Colorado
Colorado
$5.74M -$14.2K -211 -0.2%
DCM
243
Diag Capital Management
New York
$5.66M +$5.77M +85,933 New
FNBOO
244
First National Bank of Omaha
Nebraska
$5.6M -$223K -3,322 -4%
KWILP
245
Kiwi Wealth Investments Limited Partnership
New Zealand
$5.58M -$5.06M -75,332 -47%
Brown Advisory
246
Brown Advisory
Maryland
$5.56M -$787K -11,715 -12%
PAM
247
Panagora Asset Management
Massachusetts
$5.49M +$1.43M +21,267 +34%
ACM
248
Azimuth Capital Management
Michigan
$5.47M -$4.75M -70,779 -46%
PIM
249
Progressive Investment Management
Oregon
$5.41M +$119K +1,771 +2%
GAM
250
Gotham Asset Management
New York
$5.41M +$1.05M +15,639 +23%

BAX Hedge Fund Activity: Q4 2018 in Review

1,052 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2018, worth a combined $28.9B — down 17% from $34.9B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of BAX and 117 opened new positions — a net loss of 4 holders — while 413 trimmed existing stakes and 300 added.

The largest buyer was Wellington Management Group, adding an estimated $310M. The largest seller was Third Point, cutting an estimated $537M.

  • 1,052 institutional investors held Baxter International (BAX) as of Q4 2018, down from 1,069 in Q3 2018.
  • Funds reported $28.9B of Baxter International stock for Q4 2018, down 17% quarter-over-quarter.
  • 117 funds opened new Baxter International positions in Q4 2018 and 121 closed out, a net change of -4 holders.
  • The largest Baxter International buyer in Q4 2018 was Wellington Management Group, an estimated $310M added.
  • The largest Baxter International seller in Q4 2018 was Third Point, an estimated $537M sold.

Based on aggregated 13F filings for Q4 2018.