We are live on ! Find out more
BAX icon

Baxter International

890 hedge funds and large institutions have $17.2B invested in Baxter International in 2015 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 270 increasing their positions, 387 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $366M | Put options by funds: $125M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

15% more capital invested

Capital invested by funds: $15B → $17.2B (+$2.23B)

12% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 97

0% more funds holding

Funds holding: 888890 (+2)

1.1% less ownership

Funds ownership: 84.47%83.37% (-1.1%)

30% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 387

Holders
890
Holders Change
+2
Holders Change %
+0.23%
% of All Funds
23.35%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
109
Increased
270
Reduced
387
Closed
97
Calls
$366M
Puts
$125M
Net Calls
+$241M
Net Calls Change
+$59.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
451
Gerber Kawasaki Wealth & Investment Management
California
$1.01M +$973K +26,610 New
AFWA
452
Ancora Family Wealth Advisors
Ohio
$1.01M +$119K +3,263 +14%
FMWA
453
Forvis Mazars Wealth Advisors
Missouri
$1M +$314K +8,582 +49%
NBC
454
Neuberger Berman Canada
Ontario, Canada
$992K -$606K -16,571 -39%
PAM
455
Princeton Alpha Management
New Jersey
$985K -$1.25M -34,146 -57%
DC
456
Davenport & Co
Virginia
$985K -$1.32M -36,010 -58%
NB
457
Norinchukin Bank
Japan
$975K -$207K -5,654 -18%
CIBC Private Wealth Group
458
CIBC Private Wealth Group
Georgia
$969K -$296K -8,102 -24%
MSU
459
Mizuho Securities USA
New York
$954K +$914K +25,000 New
PA
460
Para Advisors
New York
$954K +$914K +25,000 New
PAG
461
Private Advisor Group
New Jersey
$953K +$84.7K +2,318 +10%
RIL
462
Rothschild Investment LLC
Illinois
$946K -$51.2K -1,400 -5%
QSS
463
Quantitative Systematic Strategies
Florida
$945K -$494K -13,521 -35%
CC
464
Cannell & Co
New York
$945K -$97.8K -2,675 -10%
MCM
465
Murphy Capital Management
New Jersey
$935K -$42.9K -1,175 -5%
BG
466
Bahl & Gaynor
Ohio
$930K -$470K -12,871 -35%
LCM
467
Liberty Capital Management
Michigan
$927K
OC
468
Oakworth Capital
Alabama
$916K +$719K +19,680 +455%
RB
469
Rodgers Brothers
Pennsylvania
$910K -$47.5K -1,299 -5%
TSWM
470
Triangle Securities Wealth Management
North Carolina
$907K +$12.4K +339 +1%
CA
471
Cetera Advisors
Colorado
$906K +$259K +7,077 +43%
BFS
472
Bradley Foster & Sargent
Connecticut
$893K -$76.6K -2,096 -8%
FT
473
Fiduciary Trust
Massachusetts
$886K -$69K -1,887 -8%
CCM
474
Cullen Capital Management
New York
$884K -$663K -18,140 -44%
GPC
475
Glacier Peak Capital
Washington
$874K

BAX Hedge Fund Activity: Q4 2015 in Review

890 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2015, worth a combined $17.2B — up 15% from $15B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new BAX positions and 97 closed out — a net gain of 12 holders — while 270 added to existing stakes and 387 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $223M. The largest seller was Macquarie Group, cutting an estimated $334M.

  • 890 institutional investors held Baxter International (BAX) as of Q4 2015, up from 888 in Q3 2015.
  • Funds reported $17.2B of Baxter International stock for Q4 2015, up 15% quarter-over-quarter.
  • 109 funds opened new Baxter International positions in Q4 2015 and 97 closed out, a net change of +12 holders.
  • The largest Baxter International buyer in Q4 2015 was Citadel Advisors, an estimated $223M added.
  • The largest Baxter International seller in Q4 2015 was Macquarie Group, an estimated $334M sold.

Based on aggregated 13F filings for Q4 2015.