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Baxter International

963 hedge funds and large institutions have $30.8B invested in Baxter International in 2013 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 372 increasing their positions, 332 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 78

18% more call options, than puts

Call options by funds: $349M | Put options by funds: $296M

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

12% more repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 332

6% more funds holding

Funds holding: 909963 (+54)

5% more capital invested

Capital invested by funds: $29.2B → $30.8B (+$1.56B)

0.96% less ownership

Funds ownership: 149.17%148.21% (-0.96%)

Holders
963
Holders Change
+54
Holders Change %
+5.94%
% of All Funds
27.95%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
140
Increased
372
Reduced
332
Closed
78
Calls
$349M
Puts
$296M
Net Calls
+$52.9M
Net Calls Change
-$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MME
726
Meag Munich Ergo
Germany
$408K -$95.5K -2,633 -20%
WA
727
Waverly Advisors
Alabama
$408K +$369K +10,163 +1,578%
OMCS
728
Old Mutual Customised Solutions
South Africa
$403K
RW
729
Rand Wealth
Maryland
$403K
CNBT
730
Canandaigua National Bank & Trust
New York
$400K -$33.4K -920 -8%
FAG
731
Financial Advisory Group
Texas
$396K
BB
732
Busey Bank
Illinois
$396K +$6.67K +184 +2%
CA
733
Cornerstone Advisors
North Carolina
$396K +$381K +10,494 New
DWA
734
Douglass Winthrop Advisors
New York
$393K
NPC
735
National Planning Corporation
California
$393K +$132K +3,637 +54%
Tudor Investment Corp
736
Tudor Investment Corp
Connecticut
$389K -$487K -13,439 -57%
LNWWM
737
Laird Norton Wetherby Wealth Management
California
$389K -$43.4K -1,197 -10%
TCM
738
Twin Capital Management
Pennsylvania
$384K -$117K -3,222 -24%
EWA
739
EP Wealth Advisors
California
$384K
ISL
740
Ingalls & Snyder LLC
New York
$382K -$93.5K -2,577 -20%
DSA
741
Davis Selected Advisers
Arizona
$382K
AAS
742
Annex Advisory Services
Wisconsin
$381K
SAM
743
Sawgrass Asset Management
Florida
$378K -$23K -635 -6%
BCB
744
Brian C. Broderick
$378K
FFSOTS
745
Fiduciary Financial Services of The Southwest
Texas
$377K -$3.34K -92 -0.9%
AAM
746
AR Asset Management
California
$376K
LKIM
747
Lawson Kroeker Investment Management
Nebraska
$376K
ECM
748
Endex Capital Management
Kansas
$375K
SAM
749
Strategy Asset Managers
California
$374K
Pacer Advisors
750
Pacer Advisors
Pennsylvania
$374K +$341K +9,406 New

BAX Hedge Fund Activity: Q4 2013 in Review

963 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2013, worth a combined $30.8B — up 5.3% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new BAX positions and 78 closed out — a net gain of 62 holders — while 372 added to existing stakes and 332 trimmed.

The largest buyer was Aberdeen Asset Management, adding an estimated $281M. The largest seller was Capital World Investors, cutting an estimated $835M.

  • 963 institutional investors held Baxter International (BAX) as of Q4 2013, up from 909 in Q3 2013.
  • Funds reported $30.8B of Baxter International stock for Q4 2013, up 5.3% quarter-over-quarter.
  • 140 funds opened new Baxter International positions in Q4 2013 and 78 closed out, a net change of +62 holders.
  • The largest Baxter International buyer in Q4 2013 was Aberdeen Asset Management, an estimated $281M added.
  • The largest Baxter International seller in Q4 2013 was Capital World Investors, an estimated $835M sold.

Based on aggregated 13F filings for Q4 2013.