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Baxter International
BAX

918 hedge funds and large institutions have $18.9B invested in Baxter International in 2016 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 321 increasing their positions, 345 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 9 → 24 (+15)

122% more call options, than puts

Call options by funds: $559M | Put options by funds: $251M

53% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 73

10% more capital invested

Capital invested by funds: $17.2B → $18.9B (+$1.7B)

3% more funds holding

Funds holding: 890 → 918 (+28)

2.17% more ownership

Funds ownership: 83.37% → 85.54% (+2.2%)

7% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 345

Holders
918
Holders Change
+28
Holders Change %
+3.15%
% of All Funds
24.46%
Holding in Top 10
24
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+166.67%
% of All Funds
0.64%
New
112
Increased
321
Reduced
345
Closed
73
Calls
$559M
Puts
$251M
Net Calls
+$307M
Net Calls Change
+$66.8M

Top Buyers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$200M
2
Harris Associates
Harris Associates
Illinois
+$195M
3
BA
BlackRock Advisors
Delaware
+$140M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$120M
5
TP
Thunderbird Partners
United Kingdom
+$98.2M

Top Sellers

1
YCMGA
York Capital Management Global Advisors
New York
-$301M
2
AAM
Aberdeen Asset Management
United Kingdom
-$277M
3
JP
Jana Partners
New York
-$218M
4
First Trust Advisors
First Trust Advisors
Illinois
-$108M
5
Citadel Advisors
Citadel Advisors
Florida
-$88.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Westfield Capital Management
26
Westfield Capital Management
Massachusetts
$129M +$120M +3,147,015 New
JHIU
27
Janus Henderson Investors US
Colorado
$128M -$20.7M -544,264 -15%
Legal & General Group
28
Legal & General Group
United Kingdom
$117M +$3.5M +91,821 +3%
TP
29
Thunderbird Partners
United Kingdom
$106M +$98.2M +2,576,206 New
SV
30
Starboard Value
New York
$106M +$6.66M +174,815 +7%
Wells Fargo
31
Wells Fargo
California
$105M +$11.1M +292,585 +13%
AQR Capital Management
32
AQR Capital Management
Connecticut
$103M +$39.8M +1,044,055 +72%
TBC
33
Tweedy, Browne Co
Connecticut
$102M -$114K -2,999 -0.1%
Goldman Sachs
34
Goldman Sachs
New York
$100M -$19.6M -514,639 -17%
Citigroup
35
Citigroup
New York
$96.3M +$77.2M +2,026,384 +639%
APG Asset Management
36
APG Asset Management
Netherlands
$95.2M +$22.9M +599,989 +35%
Ameriprise
37
Ameriprise
Minnesota
$88.4M +$8.53M +223,828 +12%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$87.5M +$23.3M +612,562 +40%
MPI
39
Mairs & Power Inc
Minnesota
$83.6M -$8.26M -216,840 -10%
SCM
40
Shapiro Capital Management
Georgia
$81M -$1.1M -28,900 -1%
Allianz Asset Management
41
Allianz Asset Management
Germany
$77.4M +$16.7M +437,514 +30%
Two Sigma Investments
42
Two Sigma Investments
New York
$76.7M -$7.15M -187,693 -9%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$74M +$4.54M +119,103 +7%
JHC
44
JFB Holdings Corp
Georgia
$73.3M -$2.22M -58,375 -3%
BCM
45
Bluefin Capital Management
New York
$71.9M +$66.7M +1,750,000 New
UBS AM
46
UBS AM
Illinois
$70.9M -$218K -5,710 -0.3%
GAM
47
Gotham Asset Management
New York
$69.6M +$64.6M +1,695,068 New
ESG
48
Emerging Sovereign Group
New York
$69.4M +$64.4M +1,689,945 New
Charles Schwab
49
Charles Schwab
California
$68M -$12.3M -323,223 -16%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$68M +$4.36M +114,475 +7%
1
2
3 4 5

BAX Hedge Fund Activity: Q1 2016 in Review

918 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2016, worth a combined $18.9B — up 9.8% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new BAX positions and 73 closed out — a net gain of 39 holders — while 321 added to existing stakes and 345 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $200M. The largest seller was York Capital Management Global Advisors, exiting entirely with an estimated $301M sold.

  • 918 institutional investors held Baxter International (BAX) as of Q1 2016, up from 890 in Q4 2015.
  • Funds reported $18.9B of Baxter International stock for Q1 2016, up 9.8% quarter-over-quarter.
  • 112 funds opened new Baxter International positions in Q1 2016 and 73 closed out, a net change of +39 holders.
  • The largest Baxter International buyer in Q1 2016 was Royal London Asset Management, an estimated $200M added.
  • The largest Baxter International seller in Q1 2016 was York Capital Management Global Advisors, an estimated $301M sold.

Based on aggregated 13F filings for Q1 2016.