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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
IWM
776
IHT Wealth Management
Illinois
$253K +$3.16K +47 +1%
IUHSA
777
Itau Unibanco Holding S.A.
Brazil
$253K +$12.2K +181 +5%
BHBT
778
Burke & Herbert Bank & Trust
Virginia
$252K +$7.12K +106 +3%
SC
779
Schulhoff & Co
Ohio
$249K
TTWM
780
TCV Trust & Wealth Management
Virginia
$246K
UBV
781
United Bank (Virginia)
Virginia
$245K -$48.3K -719 -16%
PM
782
Parametrica Management
Hong Kong
$245K +$250K +3,725 New
CCA
783
Cobblestone Capital Advisors
New York
$243K
GAM
784
Griffin Asset Management
New York
$243K
APP
785
Avantax Planning Partners
Iowa
$242K +$37.6K +560 +18%
AIA
786
Affinity Investment Advisors
California
$241K
PP
787
Prudential plc
United Kingdom
$241K
ACP
788
Aviance Capital Partners
Florida
$240K -$67 -1 -0%
FCA
789
FinTrust Capital Advisors
South Carolina
$238K +$243K +3,624 New
FMLI
790
Fukoku Mutual Life Insurance
Japan
$237K
CYG
791
Clean Yield Group
Vermont
$235K +$23.5K +350 +11%
PCMC
792
Paragon Capital Management (Colorado)
Colorado
$234K -$269 -4 -0.1%
AAS
793
Avantax Advisory Services
Texas
$233K +$236K +3,506 New
GFPC
794
Global Financial Private Capital
Florida
$231K +$29.4K +438 +14%
BSW
795
Buckingham Strategic Wealth
Missouri
$229K +$12.6K +187 +6%
BUB
796
BBVA USA Bancshares
Texas
$228K
Jacobs Levy Equity Management
797
Jacobs Levy Equity Management
New Jersey
$227K -$2.98M -44,351 -93%
FA
798
Fagan Associates
New York
$227K -$17.1K -255 -7%
VFA
799
Valeo Financial Advisors
Indiana
$227K -$1.41K -21 -0.6%
RIM
800
Reliant Investment Management
Tennessee
$226K

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.