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Baxter International

963 hedge funds and large institutions have $30.8B invested in Baxter International in 2013 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 372 increasing their positions, 332 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 78

18% more call options, than puts

Call options by funds: $349M | Put options by funds: $296M

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

12% more repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 332

6% more funds holding

Funds holding: 909963 (+54)

5% more capital invested

Capital invested by funds: $29.2B → $30.8B (+$1.56B)

0.96% less ownership

Funds ownership: 149.17%148.21% (-0.96%)

Holders
963
Holders Change
+54
Holders Change %
+5.94%
% of All Funds
27.95%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
140
Increased
372
Reduced
332
Closed
78
Calls
$349M
Puts
$296M
Net Calls
+$52.9M
Net Calls Change
-$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$276M +$6.3M +173,754 +2%
UBS AM
27
UBS AM
Illinois
$257M +$14M +386,886 +6%
CI Investments Inc
28
CI Investments Inc
Ontario, Canada
$243M -$227K -6,260 -0.1%
JHIU
29
Janus Henderson Investors US
Colorado
$234M -$24.3M -669,616 -10%
BA
30
BlackRock Advisors
Delaware
$226M +$56.3M +1,551,158 +35%
Grantham, Mayo, Van Otterloo & Co (GMO)
31
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$203M +$14.1M +387,825 +8%
CIP
32
Cornerstone Investment Partners
Georgia
$198M +$190M +5,230,040 New
Ameriprise
33
Ameriprise
Minnesota
$192M -$98M -2,702,625 -35%
Legal & General Group
34
Legal & General Group
United Kingdom
$190M +$4.71M +129,951 +3%
TBC
35
Tweedy, Browne Co
Connecticut
$181M -$129K -3,563 -0.1%
RFC
36
Russell Frank Company
Washington
$169M -$33.2M -914,646 -17%
Allianz Asset Management
37
Allianz Asset Management
Germany
$163M +$117M +3,215,514 +291%
Invesco
38
Invesco
Georgia
$163M +$3.52M +96,991 +2%
BlackRock
39
BlackRock
New York
$159M +$26.9M +740,835 +21%
BMO
40
Beck Mack & Oliver
New York
$156M +$15.4M +425,306 +11%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$154M +$10.3M +283,373 +7%
TCIM
42
TIAA CREF Investment Management
New York
$151M -$71.5M -1,972,011 -33%
MPI
43
Mairs & Power Inc
Minnesota
$150M +$26.8M +739,200 +23%
SCM
44
Sterling Capital Management
North Carolina
$147M +$10.6M +292,506 +8%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$141M +$3.19M +87,941 +2%
LBA
46
Letko, Brosseau & Associates
Quebec, Canada
$140M +$134M +3,706,863 New
AIM
47
abrdn Investment Management
United Kingdom
$135M -$58.5M -1,612,339 -31%
Aristotle Capital Management
48
Aristotle Capital Management
California
$132M +$22.3M +614,920 +21%
Goldman Sachs
49
Goldman Sachs
New York
$127M +$15.3M +420,696 +14%
Lord, Abbett & Co
50
Lord, Abbett & Co
New Jersey
$124M +$53.4K +1,472 +0%

BAX Hedge Fund Activity: Q4 2013 in Review

963 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2013, worth a combined $30.8B — up 5.3% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new BAX positions and 78 closed out — a net gain of 62 holders — while 372 added to existing stakes and 332 trimmed.

The largest buyer was Aberdeen Asset Management, adding an estimated $281M. The largest seller was Capital World Investors, cutting an estimated $835M.

  • 963 institutional investors held Baxter International (BAX) as of Q4 2013, up from 909 in Q3 2013.
  • Funds reported $30.8B of Baxter International stock for Q4 2013, up 5.3% quarter-over-quarter.
  • 140 funds opened new Baxter International positions in Q4 2013 and 78 closed out, a net change of +62 holders.
  • The largest Baxter International buyer in Q4 2013 was Aberdeen Asset Management, an estimated $281M added.
  • The largest Baxter International seller in Q4 2013 was Capital World Investors, an estimated $835M sold.

Based on aggregated 13F filings for Q4 2013.