We are live on ! Find out more
BAX icon

Baxter International

1,069 hedge funds and large institutions have $30.8B invested in Baxter International in 2015 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 432 increasing their positions, 376 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $310M | Put options by funds: $210M

32% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 84

15% more repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 376

2.37% more ownership

Funds ownership: 149.06%151.43% (+2.4%)

1% more funds holding

Funds holding: 1,0591,069 (+10)

5% less capital invested

Capital invested by funds: $32.5B → $30.8B (-$1.69B)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
1,069
Holders Change
+10
Holders Change %
+0.94%
% of All Funds
28.49%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.61%
New
111
Increased
432
Reduced
376
Closed
84
Calls
$310M
Puts
$210M
Net Calls
+$100M
Net Calls Change
+$90.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DY
551
Dowling & Yahnke
California
$1.65M -$47.1K -1,242 -3%
WSCM
552
Wellington Shields Capital Management
New York
$1.65M
TSWM
553
Triangle Securities Wealth Management
North Carolina
$1.65M +$205K +5,394 +14%
FSA
554
Franklin Street Advisors
North Carolina
$1.63M +$1.66M +43,829 New
SNT
555
Security National Trust
West Virginia
$1.61M -$46.4K -1,224 -3%
GPC
556
Glacier Peak Capital
Washington
$1.57M +$761K +20,067 +91%
SLF
557
Sun Life Financial
Ontario, Canada
$1.55M -$344K -9,070 -18%
CPA
558
Court Place Advisors
Maryland
$1.54M
BB
559
Bell Bank
North Dakota
$1.54M +$1.11M +29,235 +241%
BOCM
560
Bontempo Ohly Capital Management
Maryland
$1.53M -$4.89K -129 -0.3%
TF
561
Tompkins Financial
New York
$1.52M +$31.4K +828 +2%
TCOT
562
Trust Company of Toledo
Ohio
$1.51M +$132K +3,481 +9%
OA
563
OFI Advisors
Pennsylvania
$1.51M +$221K +5,838 +17%
AT
564
Argent Trust
Texas
$1.51M -$967K -25,498 -39%
CAM
565
Carret Asset Management
New York
$1.51M +$1.74K +46 +0.1%
ACA
566
Anchor Capital Advisors
Massachusetts
$1.49M -$42.8K -1,129 -3%
PRCM
567
Pine River Capital Management
Minnesota
$1.49M +$1.28M +33,850 +538%
CHC
568
City Holding Co
West Virginia
$1.49M +$251K +6,628 +20%
GIM
569
Groesbeck Investment Management
New Jersey
$1.43M -$144K -3,807 -9%
NCCM
570
Nine Chapters Capital Management
New Jersey
$1.42M +$1.44M +38,109 New
AIIMS
571
Analyst IMS Investment Management Services
Israel
$1.4M +$98.8K +2,605 +7%
DIA
572
Dean Investment Associates
Ohio
$1.39M -$35.7K -941 -2%
NSEDCP
573
NJ State Employees Deferred Compensation Plan
New Jersey
$1.37M
WC
574
Whitnell & Co
Illinois
$1.37M +$303 +8 +0%
LJAC
575
L.J. Altfest & Co
New York
$1.36M +$180K +4,750 +15%

BAX Hedge Fund Activity: Q1 2015 in Review

1,069 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2015, worth a combined $30.8B — down 5.2% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new BAX positions and 84 closed out — a net gain of 27 holders — while 432 added to existing stakes and 376 trimmed.

The largest buyer was Invesco, adding an estimated $183M. The largest seller was Cornerstone Investment Partners, cutting an estimated $163M.

  • 1,069 institutional investors held Baxter International (BAX) as of Q1 2015, up from 1,059 in Q4 2014.
  • Funds reported $30.8B of Baxter International stock for Q1 2015, down 5.2% quarter-over-quarter.
  • 111 funds opened new Baxter International positions in Q1 2015 and 84 closed out, a net change of +27 holders.
  • The largest Baxter International buyer in Q1 2015 was Invesco, an estimated $183M added.
  • The largest Baxter International seller in Q1 2015 was Cornerstone Investment Partners, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2015.