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Baxter International

950 hedge funds and large institutions have $24B invested in Baxter International in 2017 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 305 increasing their positions, 385 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 63

18% more capital invested

Capital invested by funds: $20.4B → $24B (+$3.58B)

15% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $48.7M

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

3% more funds holding

Funds holding: 921950 (+29)

0.76% more ownership

Funds ownership: 84.75%85.51% (+0.76%)

21% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 385

Holders
950
Holders Change
+29
Holders Change %
+3.15%
% of All Funds
23.65%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.47%
New
105
Increased
305
Reduced
385
Closed
63
Calls
$55.8M
Puts
$48.7M
Net Calls
+$7.12M
Net Calls Change
-$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
NBC
376
Neuberger Berman Canada
Ontario, Canada
$1.99M +$839K +17,064 +80%
FMWA
377
Forvis Mazars Wealth Advisors
Missouri
$1.99M +$443K +9,005 +31%
TCOT
378
Trust Company of Toledo
Ohio
$1.98M -$19.3K -393 -1%
CCP
379
Corient Capital Partners
California
$1.97M +$137K +2,776 +8%
SGI
380
Summit Global Investments
Utah
$1.96M +$160K +3,257 +9%
MERSOM
381
Municipal Employees' Retirement System of Michigan
Michigan
$1.92M
LTFS
382
Ladenburg Thalmann Financial Services
Florida
$1.9M -$106K -2,159 -6%
Schroder Investment Management Group
383
Schroder Investment Management Group
United Kingdom
$1.88M +$263K +5,351 +18%
COPPSERS
384
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.87M +$393K +7,994 +28%
1832 Asset Management
385
1832 Asset Management
Ontario, Canada
$1.86M +$1.34M +27,329 +320%
III
386
Independent Investors Inc
New York
$1.86M
PS
387
Pensionfund Sabic
Netherlands
$1.83M +$1.74M +35,300 New
AB
388
Amalgamated Bank
New York
$1.83M -$344 -7 -0%
FNBTCON
389
First National Bank & Trust Co of Newtown
Pennsylvania
$1.82M +$7.13K +145 +0.4%
Acadian Asset Management
390
Acadian Asset Management
Massachusetts
$1.82M +$1.63M +33,135 +1,722%
IWA
391
Inspirion Wealth Advisors
Illinois
$1.79M -$35.4K -720 -2%
ACM
392
Americafirst Capital Management
California
$1.78M -$146K -2,971 -8%
NRS
393
Neville Rodie & Shaw
New York
$1.77M
SCM
394
Stevens Capital Management
Pennsylvania
$1.76M -$26.5M -539,526 -94%
Creative Planning
395
Creative Planning
Kansas
$1.76M -$163K -3,319 -9%
LPL Financial
396
LPL Financial
California
$1.74M +$984K +20,016 +152%
SIM
397
Sentry Investment Management
Wisconsin
$1.73M -$76.4K -1,554 -4%
UCFA
398
United Capital Financial Advisors
Texas
$1.73M +$21.7K +441 +1%
FMII
399
Farmers & Merchants Investments Inc
Nebraska
$1.72M +$123K +2,500 +8%
LS
400
Livforsakringsbolaget Skandia
Sweden
$1.71M -$1.14M -23,100 -41%

BAX Hedge Fund Activity: Q1 2017 in Review

950 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2017, worth a combined $24B — up 18% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new BAX positions and 63 closed out — a net gain of 42 holders — while 305 added to existing stakes and 385 trimmed.

The largest buyer was BlackRock, adding an estimated $2.2B. The largest seller was Third Point, cutting an estimated $290M.

  • 950 institutional investors held Baxter International (BAX) as of Q1 2017, up from 921 in Q4 2016.
  • Funds reported $24B of Baxter International stock for Q1 2017, up 18% quarter-over-quarter.
  • 105 funds opened new Baxter International positions in Q1 2017 and 63 closed out, a net change of +42 holders.
  • The largest Baxter International buyer in Q1 2017 was BlackRock, an estimated $2.2B added.
  • The largest Baxter International seller in Q1 2017 was Third Point, an estimated $290M sold.

Based on aggregated 13F filings for Q1 2017.