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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
ACM
626
AlphaCrest Capital Management
New York
$436K +$445K +6,622 New
BP
627
Ballentine Partners
Massachusetts
$429K -$26.1K -388 -6%
CAM
628
Cacti Asset Management
Georgia
$428K
SW
629
SVB Wealth
Massachusetts
$427K -$78.9K -1,175 -15%
RCA
630
Rowland Carmichael Advisors
Arizona
$427K +$78.2K +1,164 +22%
HR
631
Hayden Royal
North Carolina
$427K +$436K +6,492 New
TNBTD
632
Trustmark National Bank Trust Department
Mississippi
$426K -$218K -3,245 -33%
BCA
633
Bray Capital Advisors
Florida
$425K +$176K +2,625 +68%
GSBTD
634
Glenview State Bank Trust Department
Illinois
$423K +$80.6K +1,200 +23%
Susquehanna International Group
635
Susquehanna International Group
Pennsylvania
$421K +$430K +6,398 New
CL
636
CPWM LLC
Washington
$420K +$2.55K +38 +0.6%
MGIA
637
Moneta Group Investment Advisors
Missouri
$419K -$69.9K -1,040 -14%
CAM
638
Costello Asset Management
Pennsylvania
$416K +$424K +6,315 New
WA
639
Wealth Architects
California
$412K -$22.2K -331 -5%
WT
640
Whittier Trust
California
$411K +$22.8K +339 +6%
BSPF
641
British Steel Pension Fund
United Kingdom
$410K +$358K +5,323 New
CIC
642
Carnegie Investment Counsel
Ohio
$409K +$204K +3,030 +95%
AWP
643
Ascent Wealth Partners
New York
$408K +$94K +1,400 +29%
TMAM
644
Tokio Marine Asset Management
Japan
$407K -$75.8K -1,129 -15%
S
645
SignatureFD
Georgia
$406K -$62.9K -937 -13%
CIA
646
Choate Investment Advisors
Massachusetts
$405K
PAM
647
Paradigm Asset Management
New York
$402K +$40.3K +600 +11%
WOC
648
West Oak Capital
California
$400K -$16.8K -250 -4%
PMG
649
ProVise Management Group
Florida
$400K -$33.5K -498 -8%
RCAG
650
Rehmann Capital Advisory Group
Michigan
$400K +$28.7K +427 +8%

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.