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Baxter International

1,061 hedge funds and large institutions have $29.6B invested in Baxter International in 2018 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 268 increasing their positions, 466 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

35% more call options, than puts

Call options by funds: $65.6M | Put options by funds: $48.5M

33% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 67

1% more funds holding

Funds holding: 1,0481,061 (+13)

0.2% less ownership

Funds ownership: 85.03%84.83% (-0.2%)

1% less capital invested

Capital invested by funds: $29.9B → $29.6B (-$297M)

42% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 466

Holders
1,061
Holders Change
+13
Holders Change %
+1.24%
% of All Funds
24.31%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.44%
New
89
Increased
268
Reduced
466
Closed
67
Calls
$65.6M
Puts
$48.5M
Net Calls
+$17.2M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
651
Parallel Advisors
California
$477K -$28.6K -423 -5%
WF
652
Welch & Forbes
Massachusetts
$476K
TAM
653
Tocqueville Asset Management
New York
$475K -$26.2K -388 -5%
RP
654
Rowlandmiller & Partners
Georgia
$468K
LCM
655
LVM Capital Management
Michigan
$467K -$13.3K -196 -3%
IA
656
IFP Advisors
Florida
$466K
WC
657
Whitnell & Co
Illinois
$463K +$135 +2 +0%
SYBT
658
Stock Yards Bank & Trust
Kentucky
$461K
DSC
659
Duncker Streett & Co
Missouri
$457K -$48.1K -711 -9%
GT
660
Greenleaf Trust
Michigan
$456K +$20.8K +307 +5%
DC
661
Davenport & Co
Virginia
$454K
CG
662
Clinton Group
New York
$451K -$1.22M -18,011 -72%
VFA
663
Voya Financial Advisors
Connecticut
$451K +$19.4K +287 +4%
DWA
664
Douglass Winthrop Advisors
New York
$449K -$3.59K -53 -0.8%
BMC
665
Beaton Management Company
Massachusetts
$446K +$3.38K +50 +0.7%
IDBONY
666
Israel Discount Bank of New York
New York
$445K -$12.7K -187 -3%
HIM
667
Hillsdale Investment Management
Ontario, Canada
$444K -$20.3K -300 -4%
ST
668
Smithfield Trust
Pennsylvania
$444K +$1.62K +24 +0.4%
SFS
669
Sowell Financial Services
Arkansas
$442K -$59.5K -879 -12%
JFL
670
Jarislowsky, Fraser Ltd
Quebec, Canada
$442K +$12K +178 +3%
YIA
671
YHB Investment Advisors
Connecticut
$441K -$3.38K -50 -0.7%
PMG
672
ProVise Management Group
Florida
$430K -$50.7K -750 -10%
SB
673
Simmons Bank
Arkansas
$430K -$13.1K -193 -3%
WA
674
Wealth Architects
California
$429K +$68 +1 +0%
CCG
675
Cypress Capital Group
Florida
$428K -$56.4K -833 -11%

BAX Hedge Fund Activity: Q1 2018 in Review

1,061 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2018, worth a combined $29.6B — down 0.99% from $29.9B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new BAX positions and 67 closed out — a net gain of 22 holders — while 268 added to existing stakes and 466 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $889M. The largest seller was State Farm Mutual Automobile Insurance, cutting an estimated $397M.

  • 1,061 institutional investors held Baxter International (BAX) as of Q1 2018, up from 1,048 in Q4 2017.
  • Funds reported $29.6B of Baxter International stock for Q1 2018, down 0.99% quarter-over-quarter.
  • 89 funds opened new Baxter International positions in Q1 2018 and 67 closed out, a net change of +22 holders.
  • The largest Baxter International buyer in Q1 2018 was Fidelity Investments, an estimated $889M added.
  • The largest Baxter International seller in Q1 2018 was State Farm Mutual Automobile Insurance, an estimated $397M sold.

Based on aggregated 13F filings for Q1 2018.