We are live on ! Find out more
BAX icon

Baxter International
BAX

918 hedge funds and large institutions have $18.9B invested in Baxter International in 2016 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 321 increasing their positions, 345 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 9 → 24 (+15)

122% more call options, than puts

Call options by funds: $559M | Put options by funds: $251M

53% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 73

10% more capital invested

Capital invested by funds: $17.2B → $18.9B (+$1.7B)

3% more funds holding

Funds holding: 890 → 918 (+28)

2.17% more ownership

Funds ownership: 83.37% → 85.54% (+2.2%)

7% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 345

Holders
918
Holders Change
+28
Holders Change %
+3.15%
% of All Funds
24.46%
Holding in Top 10
24
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+166.67%
% of All Funds
0.64%
New
112
Increased
321
Reduced
345
Closed
73
Calls
$559M
Puts
$251M
Net Calls
+$307M
Net Calls Change
+$66.8M

Top Buyers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$200M
2
Harris Associates
Harris Associates
Illinois
+$195M
3
BA
BlackRock Advisors
Delaware
+$140M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$120M
5
TP
Thunderbird Partners
United Kingdom
+$98.2M

Top Sellers

1
YCMGA
York Capital Management Global Advisors
New York
-$301M
2
AAM
Aberdeen Asset Management
United Kingdom
-$277M
3
JP
Jana Partners
New York
-$218M
4
First Trust Advisors
First Trust Advisors
Illinois
-$108M
5
Citadel Advisors
Citadel Advisors
Florida
-$88.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
301
Brookstone Capital Management
Illinois
$3.03M +$2.81M +73,831 New
LS
302
Livforsakringsbolaget Skandia
Sweden
$3.03M +$351K +9,200 +14%
DWT
303
Dorsey & Whitney Trust
South Dakota
$3.02M -$57.2K -1,502 -2%
RJFSA
304
Raymond James Financial Services Advisors
Florida
$3.01M +$1.52K +40 +0.1%
JMPWA
305
JP Morgan Private Wealth Advisors
California
$3.01M -$428K -11,233 -13%
MSA
306
Mason Street Advisors
Wisconsin
$3M +$57.8K +1,516 +2%
IRF
307
IBM Retirement Fund
New York
$2.98M -$2.46M -64,428 -48%
Janus Henderson Group
308
Janus Henderson Group
United Kingdom
$2.98M – – –
AAM
309
Autus Asset Management
Arizona
$2.96M +$277K +7,269 +11%
CCM
310
Catawba Capital Management
Virginia
$2.96M -$4.76K -125 -0.2%
SOADOR
311
State of Alaska Department of Revenue
Alaska
$2.94M +$1.94M +50,790 +245%
WSFS
312
Wilmington Savings Fund Society
Delaware
$2.92M -$59.8K -1,568 -2%
Nomura Asset Management
313
Nomura Asset Management
Japan
$2.91M +$131K +3,430 +5%
CIC
314
Canal Insurance Company
South Carolina
$2.88M – – –
RFC
315
Regions Financial Corp
Alabama
$2.85M -$70.8K -1,859 -3%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$2.85M +$753K +19,772 +41%
MC
317
Moors & Cabot
Massachusetts
$2.83M +$9.53K +250 +0.4%
HIMC
318
Heritage Investors Management Corp
Maryland
$2.82M -$31K -813 -1%
Daiwa Securities Group
319
Daiwa Securities Group
Japan
$2.7M +$2.03M +53,400 +431%
Calamos Advisors
320
Calamos Advisors
Illinois
$2.7M +$156K +4,093 +7%
Tudor Investment Corp
321
Tudor Investment Corp
Connecticut
$2.66M -$580K -15,212 -19%
ACI
322
Advance Capital I
Michigan
$2.57M -$26.7K -700 -1%
LCS
323
Levin Capital Strategies
New York
$2.55M -$998K -26,200 -30%
VAM
324
Visionary Asset Management
Texas
$2.54M +$2.35M +61,740 New
KAM
325
Keeley Asset Management
Illinois
$2.53M +$417K +10,950 +22%
11 12
13
14 15

BAX Hedge Fund Activity: Q1 2016 in Review

918 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2016, worth a combined $18.9B — up 9.8% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new BAX positions and 73 closed out — a net gain of 39 holders — while 321 added to existing stakes and 345 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $200M. The largest seller was York Capital Management Global Advisors, exiting entirely with an estimated $301M sold.

  • 918 institutional investors held Baxter International (BAX) as of Q1 2016, up from 890 in Q4 2015.
  • Funds reported $18.9B of Baxter International stock for Q1 2016, up 9.8% quarter-over-quarter.
  • 112 funds opened new Baxter International positions in Q1 2016 and 73 closed out, a net change of +39 holders.
  • The largest Baxter International buyer in Q1 2016 was Royal London Asset Management, an estimated $200M added.
  • The largest Baxter International seller in Q1 2016 was York Capital Management Global Advisors, an estimated $301M sold.

Based on aggregated 13F filings for Q1 2016.