We are live on ! Find out more
BAX icon

Baxter International
BAX

1,059 hedge funds and large institutions have $32.5B invested in Baxter International in 2014 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 429 increasing their positions, 338 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 63

27% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 338

17% more funds holding in top 10

Funds holding in top 10: 23 → 27 (+4)

6% more funds holding

Funds holding: 1,002 → 1,059 (+57)

2.77% more ownership

Funds ownership: 146.29% → 149.06% (+2.8%)

3% more call options, than puts

Call options by funds: $298M | Put options by funds: $288M

1% more capital invested

Capital invested by funds: $32.2B → $32.5B (+$277M)

Holders
1,059
Holders Change
+57
Holders Change %
+5.69%
% of All Funds
28.25%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.72%
New
134
Increased
429
Reduced
338
Closed
63
Calls
$298M
Puts
$288M
Net Calls
+$9.68M
Net Calls Change
+$28M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$372M
2
Pzena Investment Management
Pzena Investment Management
New York
+$283M
3
VAM
Veritas Asset Management
United Kingdom
+$162M
4
Axa
Axa
France
+$106M
5
SCM
Sterling Capital Management
North Carolina
+$82.3M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$722M
2
Bank of America
Bank of America
North Carolina
-$331M
3
Harris Associates
Harris Associates
Illinois
-$119M
4
BAM
Burgundy Asset Management
Ontario, Canada
-$97.4M
5
AIM
abrdn Investment Management
United Kingdom
-$97M
Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
501
Great Lakes Advisors
Illinois
$2.05M +$231K +5,941 +13%
DnB Asset Management
502
DnB Asset Management
Norway
$2.04M -$1.03M -26,511 -34%
SCM
503
Southport Capital Management
Tennessee
$2.04M -$170K -4,354 -8%
Cambridge Investment Research Advisors
504
Cambridge Investment Research Advisors
Iowa
$2.03M -$369K -9,465 -16%
SLF
505
Sun Life Financial
Ontario, Canada
$2.02M -$277K -7,123 -12%
CTC
506
Central Trust Company
Missouri
$2.01M -$414K -10,641 -17%
IA
507
Icon Advisers
Colorado
$2.01M -$4.45M -114,327 -69%
QIM
508
Quantitative Investment Management
Virginia
$2M +$1.96M +50,259 New
GP
509
Girard Partners
Pennsylvania
$2M -$232K -5,958 -11%
FAAS
510
First Allied Advisory Services
California
$1.99M -$232K -5,954 -11%
MM
511
Midas Management
New York
$1.98M – – –
FA
512
FDx Advisors
Illinois
$1.98M -$475K -12,193 -20%
UBV
513
United Bank (Virginia)
Virginia
$1.97M +$931K +23,900 +93%
SPC
514
Sigma Planning Corp
Michigan
$1.96M +$1.92M +49,184 New
NPA
515
Nichols & Pratt Advisers
Massachusetts
$1.95M -$15.8K -405 -0.8%
UCFA
516
United Capital Financial Advisors
Texas
$1.94M -$593K -15,223 -24%
B
517
Barings
North Carolina
$1.92M -$523K -13,439 -22%
CCM
518
Coldstream Capital Management
Washington
$1.92M +$80.7K +2,071 +4%
DIA
519
Denver Investment Advisors
Colorado
$1.9M -$3.47K -89 -0.2%
CAN
520
Cetera Advisor Networks
California
$1.9M +$383K +9,829 +26%
TCM
521
Telos Capital Management
California
$1.88M +$1.84M +47,194 New
SAG
522
Sterne Agee Group
Alabama
$1.87M -$216K -5,534 -11%
CD
523
Carl Domino
Florida
$1.85M -$119K -3,067 -6%
TWM
524
Torch Wealth Management
Ohio
$1.85M +$102K +2,614 +6%
BA
525
Bridgewater Associates
Connecticut
$1.84M +$480K +12,335 +36%
19 20
21
22 23

BAX Hedge Fund Activity: Q4 2014 in Review

1,059 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2014, worth a combined $32.5B — up 0.86% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new BAX positions and 63 closed out — a net gain of 71 holders — while 429 added to existing stakes and 338 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $372M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $722M sold.

  • 1,059 institutional investors held Baxter International (BAX) as of Q4 2014, up from 1,002 in Q3 2014.
  • Funds reported $32.5B of Baxter International stock for Q4 2014, up 0.86% quarter-over-quarter.
  • 134 funds opened new Baxter International positions in Q4 2014 and 63 closed out, a net change of +71 holders.
  • The largest Baxter International buyer in Q4 2014 was Allianz Asset Management, an estimated $372M added.
  • The largest Baxter International seller in Q4 2014 was Americafirst Capital Management, an estimated $722M sold.

Based on aggregated 13F filings for Q4 2014.