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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
AC
351
Arjuna Capital
North Carolina
$2.59M -$215K -3,203 -8%
FMWA
352
Forvis Mazars Wealth Advisors
Missouri
$2.58M +$315K +4,687 +14%
AIM
353
Axiom Investment Management
New York
$2.58M +$2.63M +39,190 New
CAPTRUST Financial Advisors
354
CAPTRUST Financial Advisors
North Carolina
$2.52M -$16.6K -247 -0.6%
TCOT
355
Trust Company of Toledo
Ohio
$2.51M +$10.6K +158 +0.4%
FFWA
356
FRG Family Wealth Advisors
Washington
$2.51M -$127K -1,895 -5%
CT
357
Coastline Trust
Rhode Island
$2.5M +$8.06K +120 +0.3%
FMBTD
358
First Midwest Bank Trust Division
Illinois
$2.5M -$671K -9,983 -21%
MBTD
359
Mechanics Bank - Trust Department
California
$2.49M -$63.1K -940 -2%
IHL
360
Investment House LLC
California
$2.49M -$21.8K -325 -0.9%
SMDAM
361
Sumitomo Mitsui DS Asset Management
Japan
$2.4M -$110K -1,639 -4%
CPA
362
Capital Planning Advisors
California
$2.4M -$57.4K -855 -2%
LCM
363
Liberty Capital Management
Michigan
$2.39M +$27.5K +410 +1%
SC
364
Searle & Co
Connecticut
$2.38M
DT
365
Diversified Trust
Tennessee
$2.38M +$2.11M +31,376 +666%
IIM
366
Ipswich Investment Management
Massachusetts
$2.33M -$69.9K -1,040 -3%
Capital Fund Management (CFM)
367
Capital Fund Management (CFM)
France
$2.31M +$2.35M +35,016 New
MERSOM
368
Municipal Employees' Retirement System of Michigan
Michigan
$2.26M +$2.31M +34,320 New
PCM
369
Parsons Capital Management
Rhode Island
$2.21M -$48.7K -725 -2%
NRS
370
Neville Rodie & Shaw
New York
$2.21M
Mirae Asset Global Investments
371
Mirae Asset Global Investments
South Korea
$2.19M -$13.8K -206 -0.6%
OPTFSNA
372
Old Point Trust & Financial Services N A
Virginia
$2.17M -$23.5K -350 -1%
FNBTCON
373
First National Bank & Trust Co of Newtown
Pennsylvania
$2.12M -$23.8K -354 -1%
UCFA
374
United Capital Financial Advisors
Texas
$2.12M +$81.4K +1,211 +4%
TI
375
Trexquant Investment
Connecticut
$2.11M -$347K -5,169 -14%

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.