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
TCM
551
Tradition Capital Management
New Jersey
$590K -$51.2K -1,400 -8%
PMG
552
ProVise Management Group
Florida
$590K +$54.8K +1,500 +11%
PFSC
553
Peoples Financial Services Corp
Pennsylvania
$585K -$128K -3,500 -19%
Fayez Sarofim & Co
554
Fayez Sarofim & Co
Texas
$581K
CSIC
555
Clifford Swan Investment Counsel
California
$577K +$7.49K +205 +1%
TBA
556
Tower Bridge Advisors
Pennsylvania
$576K -$33.8K -925 -6%
LH
557
Lebenthal Holdings
New York
$575K -$110K -3,010 -17%
IA
558
IFP Advisors
Florida
$573K +$549K +15,011 New
SC
559
Scotia Capital
Ontario, Canada
$571K
NB
560
NBT Bank
New York
$563K -$12.5K -343 -2%
LIM
561
Leavell Investment Management
Alabama
$563K
VRS
562
Virginia Retirement Systems
Virginia
$557K +$115K +3,152 +28%
TSBJ
563
Trevor, Stewart, Burton & Jacobsen
New York
$556K +$67.6K +1,850 +15%
HFM
564
Hartford Financial Management
Connecticut
$549K -$9.14K -250 -2%
TU
565
TDAM USA
Ontario, Canada
$547K -$127K -3,477 -20%
CWM
566
Concert Wealth Management
California
$545K -$73.8K -2,018 -12%
EFSCE
567
Enterprise Financial Services Corp (EFSC)
Missouri
$540K +$462K +12,627 +831%
HK
568
Horizon Kinetics
New York
$535K +$1.83K +50 +0.4%
PL
569
Parkwood LLC
Ohio
$533K +$129K +3,520 +34%
WCA
570
Westover Capital Advisors
Delaware
$529K -$207K -5,662 -29%
B
571
BancorpSouth
Mississippi
$521K -$5.12K -140 -1%
HAIM
572
Hunter Associates Investment Management
Pennsylvania
$517K +$9.21K +252 +2%
SEC
573
Seven Eight Capital
New York
$514K -$168K -4,600 -25%
GIA
574
GHP Investment Advisors
Colorado
$506K -$104K -2,844 -18%
SPC
575
Sigma Planning Corp
Michigan
$506K -$21.6K -591 -4%

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.