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Baxter International
BAX

1,059 hedge funds and large institutions have $32.5B invested in Baxter International in 2014 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 429 increasing their positions, 338 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 63

27% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 338

17% more funds holding in top 10

Funds holding in top 10: 23 → 27 (+4)

6% more funds holding

Funds holding: 1,002 → 1,059 (+57)

2.77% more ownership

Funds ownership: 146.29% → 149.06% (+2.8%)

3% more call options, than puts

Call options by funds: $298M | Put options by funds: $288M

1% more capital invested

Capital invested by funds: $32.2B → $32.5B (+$277M)

Holders
1,059
Holders Change
+57
Holders Change %
+5.69%
% of All Funds
28.25%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.72%
New
134
Increased
429
Reduced
338
Closed
63
Calls
$298M
Puts
$288M
Net Calls
+$9.68M
Net Calls Change
+$28M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$372M
2
Pzena Investment Management
Pzena Investment Management
New York
+$283M
3
VAM
Veritas Asset Management
United Kingdom
+$162M
4
Axa
Axa
France
+$106M
5
SCM
Sterling Capital Management
North Carolina
+$82.3M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$722M
2
Bank of America
Bank of America
North Carolina
-$331M
3
Harris Associates
Harris Associates
Illinois
-$119M
4
BAM
Burgundy Asset Management
Ontario, Canada
-$97.4M
5
AIM
abrdn Investment Management
United Kingdom
-$97M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
801
Financial Advisory Group
Texas
$418K -$1.4K -36 -0.3%
CHAM
802
Clear Harbor Asset Management
Connecticut
$418K – – –
BFEC
803
Benjamin F. Edwards & Company
Missouri
$416K -$45.1K -1,157 -10%
BBI
804
Baxter Bros Inc
Connecticut
$414K +$89.9K +2,307 +29%
BCM
805
BlueCrest Capital Management
Jersey
$410K +$127K +3,273 +47%
FNB
806
Farmers National Bank
Kentucky
$408K +$399K +10,240 New
EWA
807
EP Wealth Advisors
California
$405K – – –
BIA
808
Barry Investment Advisors
Massachusetts
$403K +$395K +10,129 New
PAS
809
Partnervest Advisory Services
California
$401K -$55.2K -1,416 -12%
BCB
810
Brian C. Broderick
$399K -$3.47K -89 -0.9%
LIM
811
Loudon Investment Management
New Hampshire
$398K +$4.63K +119 +1%
TCB
812
Texas Capital Bancshares
Texas
$398K +$55.5K +1,424 +17%
NFG
813
Nadler Financial Group
Illinois
$397K +$23.1K +594 +6%
RW
814
Rand Wealth
Maryland
$390K – – –
LKIM
815
Lawson Kroeker Investment Management
Nebraska
$388K – – –
SAM
816
SignalPoint Asset Management
Missouri
$383K +$41K +1,052 +12%
CSS
817
Cubist Systematic Strategies
Connecticut
$382K -$374K -9,593 -50%
VFS
818
VSR Financial Services
Kansas
$382K +$101K +2,605 +37%
AAS
819
Annex Advisory Services
Wisconsin
$381K – – –
ST
820
Smithfield Trust
Pennsylvania
$380K – – –
GAM
821
Gotham Asset Management
New York
$380K +$372K +9,547 New
GT
822
Glenview Trust
Kentucky
$379K +$370K +9,503 New
AIM
823
Acropolis Investment Management
Missouri
$376K -$23.3K -598 -6%
AW
824
ACG Wealth
Georgia
$375K -$3.43K -88 -0.9%
MYLI
825
Meiji Yasuda Life Insurance
Japan
$374K -$215K -5,523 -37%
31 32
33
34 35

BAX Hedge Fund Activity: Q4 2014 in Review

1,059 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2014, worth a combined $32.5B — up 0.86% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new BAX positions and 63 closed out — a net gain of 71 holders — while 429 added to existing stakes and 338 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $372M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $722M sold.

  • 1,059 institutional investors held Baxter International (BAX) as of Q4 2014, up from 1,002 in Q3 2014.
  • Funds reported $32.5B of Baxter International stock for Q4 2014, up 0.86% quarter-over-quarter.
  • 134 funds opened new Baxter International positions in Q4 2014 and 63 closed out, a net change of +71 holders.
  • The largest Baxter International buyer in Q4 2014 was Allianz Asset Management, an estimated $372M added.
  • The largest Baxter International seller in Q4 2014 was Americafirst Capital Management, an estimated $722M sold.

Based on aggregated 13F filings for Q4 2014.