We are live on ! Find out more
BAX icon

Baxter International

963 hedge funds and large institutions have $30.8B invested in Baxter International in 2013 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 372 increasing their positions, 332 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 78

18% more call options, than puts

Call options by funds: $349M | Put options by funds: $296M

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

12% more repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 332

6% more funds holding

Funds holding: 909963 (+54)

5% more capital invested

Capital invested by funds: $29.2B → $30.8B (+$1.56B)

0.96% less ownership

Funds ownership: 149.17%148.21% (-0.96%)

Holders
963
Holders Change
+54
Holders Change %
+5.94%
% of All Funds
27.95%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
140
Increased
372
Reduced
332
Closed
78
Calls
$349M
Puts
$296M
Net Calls
+$52.9M
Net Calls Change
-$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
276
Prio Wealth Limited Partnership
Massachusetts
$7.56M -$527K -14,531 -7%
OPERF
277
Oregon Public Employees Retirement Fund
Oregon
$7.56M +$2.46M +67,933 +51%
FT
278
Fiduciary Trust
Massachusetts
$7.55M -$508K -14,014 -7%
DL
279
Delta Lloyd
Netherlands
$7.48M +$5.08M +140,025 +241%
HSA
280
Hussman Strategic Advisors
Maryland
$7.47M -$10M -276,150 -58%
AWCI
281
Alpine Woods Capital Investors
New York
$7.42M -$2.84M -78,243 -28%
AG
282
Aperio Group
California
$7.35M -$7.86M -216,686 Closed
RFA
283
Reilly Financial Advisors
California
$7.31M +$666K +18,360 +10%
TAM
284
Trillium Asset Management
Massachusetts
$7.27M -$1.92M -52,873 -22%
LPL Financial
285
LPL Financial
California
$7.21M +$1.85M +50,990 +36%
COPPSERS
286
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.2M -$485K -13,382 -7%
FCI
287
Financial Counselors Inc
Kansas
$7.17M +$3.85M +106,031 +126%
ProShare Advisors
288
ProShare Advisors
Maryland
$7.16M +$3.4M +93,745 +98%
DM
289
Deerfield Management
New York
$7.13M +$5.84M +161,088 +583%
PAM
290
Palisade Asset Management
Minnesota
$7.09M +$629K +17,353 +10%
ELC
291
Edgar Lomax Company
Virginia
$7.07M -$1.59M -43,816 -19%
CNB
292
City National Bank
California
$7.04M -$2.24M -61,686 -25%
PA
293
Pinnacle Associates
New York
$7.02M +$599K +16,510 +10%
Mitsubishi UFJ Asset Management
294
Mitsubishi UFJ Asset Management
Japan
$6.95M -$1.64M -45,346 -20%
DILH
295
Dai-ichi Life Holdings
Japan
$6.95M -$87.2K -2,405 -1%
JMPWA
296
JP Morgan Private Wealth Advisors
California
$6.9M +$923K +25,448 +16%
AC
297
AFAM Capital
Texas
$6.87M +$36.7K +1,013 +0.6%
RCM
298
Riverhead Capital Management
Delaware
$6.87M +$1.29M +35,535 +24%
JAM
299
Jupiter Asset Management
United Kingdom
$6.76M -$446K -12,295 -6%
URS
300
Utah Retirement Systems
Utah
$6.72M

BAX Hedge Fund Activity: Q4 2013 in Review

963 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2013, worth a combined $30.8B — up 5.3% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new BAX positions and 78 closed out — a net gain of 62 holders — while 372 added to existing stakes and 332 trimmed.

The largest buyer was Aberdeen Asset Management, adding an estimated $281M. The largest seller was Capital World Investors, cutting an estimated $835M.

  • 963 institutional investors held Baxter International (BAX) as of Q4 2013, up from 909 in Q3 2013.
  • Funds reported $30.8B of Baxter International stock for Q4 2013, up 5.3% quarter-over-quarter.
  • 140 funds opened new Baxter International positions in Q4 2013 and 78 closed out, a net change of +62 holders.
  • The largest Baxter International buyer in Q4 2013 was Aberdeen Asset Management, an estimated $281M added.
  • The largest Baxter International seller in Q4 2013 was Capital World Investors, an estimated $835M sold.

Based on aggregated 13F filings for Q4 2013.