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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
B
601
Barings
North Carolina
$509K -$719K -10,700 -58%
CRC
602
Curi RMB Capital
Illinois
$507K +$107K +1,595 +26%
TSW
603
Thompson Siegel & Walmsley
Virginia
$503K -$13.4K -200 -3%
IRF
604
IBM Retirement Fund
New York
$499K -$41.4K -616 -8%
WJA
605
Williams Jones & Associates
New York
$499K -$3.09K -46 -0.6%
Qube Research & Technologies (QRT)
606
Qube Research & Technologies (QRT)
United Kingdom
$497K +$44.8K +667 +10%
USGIU
607
U.S. Global Investors (USGI)
Texas
$490K +$500K +7,444 New
GIM
608
Goelzer Investment Management
Indiana
$489K
RP
609
Rowlandmiller & Partners
Georgia
$486K +$16.8K +250 +4%
FHA
610
First Horizon Advisors
Tennessee
$479K -$32.4K -483 -6%
V
611
VeraBank
Texas
$474K +$483K +7,190 New
PA
612
Parallel Advisors
California
$471K +$9.14K +136 +2%
DSC
613
Duncker Streett & Co
Missouri
$469K
CFGS
614
Concourse Financial Group Securities
Alabama
$464K +$96.7K +1,439 +26%
IFS
615
Ifrah Financial Services
Arkansas
$463K -$10.6K -158 -2%
RWA
616
Ropes Wealth Advisors
Massachusetts
$463K
NSIM
617
North Star Investment Management
Illinois
$458K +$202 +3 +0%
WAM
618
Wealthspire Advisors (Maryland)
Maryland
$453K -$9.4K -140 -2%
SWP
619
Stratos Wealth Partners
Ohio
$452K +$461K +6,865 New
JFL
620
Jarislowsky, Fraser Ltd
Quebec, Canada
$446K +$6.72K +100 +1%
SS
621
Simplicity Solutions
Minnesota
$446K +$455K +6,779 New
SYBT
622
Stock Yards Bank & Trust
Kentucky
$444K +$22K +328 +5%
3C
623
361 Capital
Colorado
$438K -$42.8K -637 -9%
BMC
624
Beaton Management Company
Massachusetts
$437K -$11.8K -175 -3%
ST
625
Smithfield Trust
Pennsylvania
$436K -$3.16K -47 -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.