We are live on ! Find out more
BAX icon

Baxter International

950 hedge funds and large institutions have $24B invested in Baxter International in 2017 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 305 increasing their positions, 385 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 63

18% more capital invested

Capital invested by funds: $20.4B → $24B (+$3.58B)

15% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $48.7M

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

3% more funds holding

Funds holding: 921950 (+29)

0.76% more ownership

Funds ownership: 84.75%85.51% (+0.76%)

21% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 385

Holders
950
Holders Change
+29
Holders Change %
+3.15%
% of All Funds
23.65%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.47%
New
105
Increased
305
Reduced
385
Closed
63
Calls
$55.8M
Puts
$48.7M
Net Calls
+$7.12M
Net Calls Change
-$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
601
Nicolet Bankshares
Wisconsin
$480K +$114K +2,318 +33%
TNBTD
602
Trustmark National Bank Trust Department
Mississippi
$479K -$146K -2,975 -24%
TC
603
TFS Capital
Pennsylvania
$475K -$83.1K -1,690 -16%
PMG
604
ProVise Management Group
Florida
$474K -$24.6K -500 -5%
IDBONY
605
Israel Discount Bank of New York
New York
$474K +$11.3K +230 +3%
FNBT
606
FineMark National Bank & Trust
Florida
$465K -$26.6K -540 -6%
Lazard Asset Management
607
Lazard Asset Management
New York
$464K -$22.2M -451,877 -98%
TAM
608
Tocqueville Asset Management
New York
$461K +$17.2K +350 +4%
WC
609
Whitnell & Co
Illinois
$457K -$433K -8,798 -50%
WF
610
Welch & Forbes
Massachusetts
$455K -$28.5K -579 -6%
WSC
611
Wellington Shields & Co
New York
$441K -$14.8K -300 -3%
SPC
612
Sigma Planning Corp
Michigan
$440K -$73.9K -1,502 -15%
HAM
613
Highstreet Asset Management
Ontario, Canada
$438K -$446K -9,062 -52%
OMCS
614
Old Mutual Customised Solutions
South Africa
$435K +$73.2K +1,488 +22%
BOH
615
Bank of Hawaii
Hawaii
$434K -$652K -13,250 -61%
PA
616
Parallel Advisors
California
$434K +$196K +3,979 +105%
SYBT
617
Stock Yards Bank & Trust
Kentucky
$430K
BFO
618
Boston Family Office
Massachusetts
$429K
RCAMU
619
Rothschild & Co Asset Management US
Connecticut
$429K +$407K +8,277 New
PNC
620
Park National Corp
Ohio
$427K -$12.3K -250 -3%
TSW
621
Thompson Siegel & Walmsley
Virginia
$422K
CC
622
Courier Capital
New York
$419K +$397K +8,078 New
AIM
623
Assured Investment Management
New York
$418K -$678K -13,788 -63%
ONB
624
Old National Bancorp
Indiana
$418K -$5.61K -114 -1%
SFS
625
Sowell Financial Services
Arkansas
$413K +$22.2K +451 +7%

BAX Hedge Fund Activity: Q1 2017 in Review

950 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2017, worth a combined $24B — up 18% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new BAX positions and 63 closed out — a net gain of 42 holders — while 305 added to existing stakes and 385 trimmed.

The largest buyer was BlackRock, adding an estimated $2.2B. The largest seller was Third Point, cutting an estimated $290M.

  • 950 institutional investors held Baxter International (BAX) as of Q1 2017, up from 921 in Q4 2016.
  • Funds reported $24B of Baxter International stock for Q1 2017, up 18% quarter-over-quarter.
  • 105 funds opened new Baxter International positions in Q1 2017 and 63 closed out, a net change of +42 holders.
  • The largest Baxter International buyer in Q1 2017 was BlackRock, an estimated $2.2B added.
  • The largest Baxter International seller in Q1 2017 was Third Point, an estimated $290M sold.

Based on aggregated 13F filings for Q1 2017.