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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
FPCG
726
Fort Pitt Capital Group
Pennsylvania
$340K +$54.1K +800 +18%
WPC
727
White Pine Capital
Minnesota
$338K
TAM
728
Trillium Asset Management
Massachusetts
$334K +$21K +310 +6%
CFSG
729
Community Financial Services Group
Vermont
$334K +$32.8K +485 +10%
AAM
730
AR Asset Management
California
$332K
GT
731
Glenview Trust
Kentucky
$332K +$12.2K +180 +4%
AT
732
Arden Trust
Delaware
$331K
AIM
733
Advantage Investment Management
Iowa
$330K +$28.4K +420 +9%
MFAM
734
Motley Fool Asset Management
Virginia
$330K +$343K +5,068 New
HIC
735
Holderness Investments Company
North Carolina
$329K -$4.53K -67 -1%
SC
736
Sawyer & Company
Massachusetts
$329K
CMBA
737
C.M. Bidwell & Associates
Hawaii
$328K -$363K -5,360 -51%
NPA
738
Nichols & Pratt Advisers
Massachusetts
$328K
RWA
739
Ropes Wealth Advisors
Massachusetts
$327K
HCM
740
Hall Capital Management
Rhode Island
$327K +$24K +355 +8%
LNC
741
Lincoln National Corp
Pennsylvania
$326K -$338K -4,999 -50%
HB
742
Homrich & Berg
Georgia
$326K -$13.5K -200 -4%
CT
743
Chicago Trust
Illinois
$326K +$474 +7 +0.1%
Rockefeller Capital Management
744
Rockefeller Capital Management
New York
$326K +$339K +5,012 New
WP
745
WealthPLAN Partners
Nebraska
$325K +$338K +4,997 New
GLA
746
Good Life Advisors
Pennsylvania
$322K +$3.92K +58 +1%
SHCM
747
Stokes & Hubbell Capital Management
Louisiana
$321K +$812 +12 +0.2%
GW
748
GW & Wade
Massachusetts
$319K +$332K +4,904 New
RCC
749
Red Cedar Capital
Nebraska
$318K
DMC
750
Drexel Morgan & Co
Pennsylvania
$318K +$51.4K +760 +18%

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.