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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
EWM
401
Evercore Wealth Management
New York
$1.67M +$58.4K +869 +4%
FMC
402
First Merchants Corp
Indiana
$1.64M -$25.2K -375 -1%
LCAM
403
London & Capital Asset Management
United Kingdom
$1.64M +$1.67M +24,900 New
SAM
404
Strategy Asset Managers
California
$1.64M -$1.2M -17,900 -42%
OAM
405
Oxford Asset Management
United Kingdom
$1.62M +$183K +2,729 +13%
FG
406
Fiduciary Group
Georgia
$1.59M -$27.2K -405 -2%
RC
407
RegentAtlantic Capital
New Jersey
$1.59M +$2.49K +37 +0.2%
CIP
408
Chartwell Investment Partners
Pennsylvania
$1.58M -$1.04M -15,476 -39%
SRAM
409
Stone Ridge Asset Management
New York
$1.58M +$952K +14,176 +143%
PP
410
Pegasus Partners
Wisconsin
$1.56M -$469K -6,978 -23%
AIM
411
Anchor Investment Management
South Carolina
$1.56M -$47.2K -702 -3%
PAG
412
Private Advisor Group
New Jersey
$1.54M -$270K -4,015 -15%
Cambridge Investment Research Advisors
413
Cambridge Investment Research Advisors
Iowa
$1.53M -$87.5K -1,303 -5%
N
414
Nuveen
North Carolina
$1.52M -$3.81M -56,761 -71%
LS
415
Livforsakringsbolaget Skandia
Sweden
$1.52M
FT
416
Fiduciary Trust
Massachusetts
$1.52M
BHWM
417
Bar Harbor Wealth Management
New Hampshire
$1.5M -$34.3K -510 -2%
FCBT
418
First Citizens Bank & Trust
North Carolina
$1.49M -$1.57M -23,413 -51%
AP
419
Advisor Partners
California
$1.48M +$97.5K +1,451 +7%
AC
420
Addison Capital
Pennsylvania
$1.48M -$135K -2,005 -8%
PCM
421
Penn Capital Management
Pennsylvania
$1.48M -$12.1K -180 -6%
JFGIW
422
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.46M -$277K -4,129 -16%
EOJOAM
423
E. Ohman J:or Asset Management
Sweden
$1.44M -$148K -2,200 -9%
FFA
424
First Foundation Advisors
California
$1.43M +$1.12M +16,726 +332%
OC
425
Oppenheimer & Co
New York
$1.42M -$81K -1,206 -5%

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.