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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
EWA
701
EP Wealth Advisors
California
$379K +$394K +5,823 New
RW
702
Rand Wealth
Maryland
$377K
AWM
703
Altavista Wealth Management
North Carolina
$371K -$26.5K -391 -6%
FAG
704
Financial Advisory Group
Texas
$370K
GAM
705
Garrison Asset Management
Arkansas
$369K
NSIM
706
North Star Investment Management
Illinois
$367K
RGC
707
Roberts, Glore & Co
Illinois
$366K -$7.78K -115 -2%
Mariner
708
Mariner
Kansas
$362K +$106K +1,564 +39%
KI
709
Koch Industries
Kansas
$359K -$687K -10,148 -65%
FIM
710
Freedom Investment Management
Connecticut
$357K -$814K -12,035 -69%
KIA
711
KCM Investment Advisors
California
$357K -$84.6K -1,250 -19%
SWM
712
SeaCrest Wealth Management
New York
$356K +$4.87K +72 +1%
HCM
713
Howland Capital Management
Massachusetts
$355K -$40K -591 -10%
AAS
714
Annex Advisory Services
Wisconsin
$355K +$68 +1 +0%
BCB
715
Brian C. Broderick
$354K
BCM
716
BlueCrest Capital Management
Jersey
$354K +$368K +5,441 New
LOAME
717
Lombard Odier Asset Management (Europe)
United Kingdom
$351K -$44.3K -655 -11%
CIC
718
Carnegie Investment Counsel
Ohio
$350K
OSNBOA
719
Old Second National Bank of Aurora
Illinois
$348K
CC
720
Chicago Capital
Illinois
$344K +$358K +5,295 New
KWM
721
Kingsview Wealth Management
Oregon
$342K +$106K +1,567 +43%
MA
722
MANA Advisors
New York
$341K +$354K +5,236 New
UBV
723
United Bank (Virginia)
Virginia
$340K -$225K -3,329 -39%
CCA
724
Checchi Capital Advisers
California
$340K -$15.8K -234 -4%
GSBTD
725
Glenview State Bank Trust Department
Illinois
$340K

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.