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Baxter International

1,052 hedge funds and large institutions have $28.9B invested in Baxter International in 2018 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 300 increasing their positions, 413 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

3% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 121

8% less call options, than puts

Call options by funds: $79.5M | Put options by funds: $86.9M

2% less funds holding

Funds holding: 1,0691,052 (-17)

1.62% less ownership

Funds ownership: 84.82%83.2% (-1.6%)

17% less capital invested

Capital invested by funds: $34.9B → $28.9B (-$6.04B)

27% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 413

Holders
1,052
Holders Change
-17
Holders Change %
-1.59%
% of All Funds
23.44%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.36%
New
117
Increased
300
Reduced
413
Closed
121
Calls
$79.5M
Puts
$86.9M
Net Calls
-$7.37M
Net Calls Change
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
551
Johnson Investment Counsel
Ohio
$656K -$943K -14,036 -58%
SPC
552
Sigma Planning Corp
Michigan
$656K -$92.8K -1,381 -12%
PNC
553
Park National Corp
Ohio
$654K -$1.14K -17 -0.2%
GFP
554
Gryphon Financial Partners
Ohio
$654K +$668K +9,945 New
Macquarie Group
555
Macquarie Group
Australia
$653K
AAM
556
Ascension Asset Management
New York
$648K
VI
557
Versor Investments
New York
$647K -$282K -4,200 -30%
VWM
558
Valley Wealth Managers
New Jersey
$645K +$658K +9,799 New
KRSITF
559
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$644K +$27.1K +403 +4%
GT
560
Greenleaf Trust
Michigan
$639K +$93.4K +1,390 +17%
LPT
561
Legacy Private Trust
Wisconsin
$630K
TC
562
TownSquare Capital
Utah
$624K +$582K +8,662 New
WPA
563
Winning Points Advisors
Florida
$620K
BOH
564
Bank of Hawaii
Hawaii
$610K
FIM
565
Freedom Investment Management
Connecticut
$606K +$53.8K +801 +10%
1WA
566
180 Wealth Advisors
Washington
$604K
KWM
567
Kingsview Wealth Management
Oregon
$603K +$249K +3,704 +68%
IFWM
568
Institute for Wealth Management
Colorado
$603K +$615K +9,158 New
AAM
569
Aureus Asset Management
Massachusetts
$596K
AIP
570
Ameritas Investment Partners
Nebraska
$592K
HBT
571
Hills Bank & Trust
Iowa
$591K -$34.7K -516 -5%
EDRH
572
Edmond de Rothschild Holding
Switzerland
$586K -$120K -1,786 -17%
UR
573
USCA RIA
Texas
$586K -$22.4K -334 -4%
IWA
574
Inspirion Wealth Advisors
Illinois
$584K -$1.98M -29,505 -77%
DC
575
Davenport & Co
Virginia
$583K +$4.03K +60 +0.7%

BAX Hedge Fund Activity: Q4 2018 in Review

1,052 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2018, worth a combined $28.9B — down 17% from $34.9B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of BAX and 117 opened new positions — a net loss of 4 holders — while 413 trimmed existing stakes and 300 added.

The largest buyer was Wellington Management Group, adding an estimated $310M. The largest seller was Third Point, cutting an estimated $537M.

  • 1,052 institutional investors held Baxter International (BAX) as of Q4 2018, down from 1,069 in Q3 2018.
  • Funds reported $28.9B of Baxter International stock for Q4 2018, down 17% quarter-over-quarter.
  • 117 funds opened new Baxter International positions in Q4 2018 and 121 closed out, a net change of -4 holders.
  • The largest Baxter International buyer in Q4 2018 was Wellington Management Group, an estimated $310M added.
  • The largest Baxter International seller in Q4 2018 was Third Point, an estimated $537M sold.

Based on aggregated 13F filings for Q4 2018.