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Baxter International

973 hedge funds and large institutions have $29.3B invested in Baxter International in 2017 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 324 increasing their positions, 379 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 51

8% more call options, than puts

Call options by funds: $84.6M | Put options by funds: $78.1M

4% more capital invested

Capital invested by funds: $28.2B → $29.3B (+$1.16B)

1% more funds holding

Funds holding: 965973 (+8)

0.05% less ownership

Funds ownership: 85.59%85.55% (-0.05%)

15% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 379

19% less funds holding in top 10

Funds holding in top 10: 2621 (-5)

Holders
973
Holders Change
+8
Holders Change %
+0.83%
% of All Funds
24.26%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.52%
New
69
Increased
324
Reduced
379
Closed
51
Calls
$84.6M
Puts
$78.1M
Net Calls
+$6.47M
Net Calls Change
-$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
851
Alexandria Capital
Virginia
$128K
RFA
852
Reilly Financial Advisors
California
$123K
RP
853
Rowlandmiller & Partners
Georgia
$121K -$310K -5,011 -69%
LWCFA
854
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$114K +$6.86K +111 +7%
ASN
855
Advisory Services Network
Georgia
$114K +$10.7K +173 +11%
JWM
856
Jacobus Wealth Management
Wisconsin
$113K
CWM
857
Cranbrook Wealth Management
Michigan
$111K
HI
858
Hudock Inc
Pennsylvania
$108K
BRC
859
Bell Rock Capital
Delaware
$108K +$62 +1 +0.1%
FFC
860
First Financial Corp
Indiana
$105K
MCM
861
McKinley Capital Management
Alaska
$102K +$92.2K +1,492 +1,157%
NFG
862
Next Financial Group
Texas
$100K -$30.9K -500 -24%
NIMI
863
Natixis Investment Managers International
France
$98K -$4.76K -77 -5%
BAM
864
Barrett Asset Management
New York
$97K
AAP
865
Arax Advisory Partners
Colorado
$96K -$25.4K -412 -21%
M
866
MOTCO
Texas
$96K +$11.5K +186 +14%
CCA
867
Catalyst Capital Advisors
New York
$84K
WB
868
Webster Bank
Connecticut
$83K -$11K -178 -12%
MFBTD
869
MB Financial Bank - Trust Department
Illinois
$82K
PMFA
870
Plante Moran Financial Advisors
Michigan
$81K
TFO
871
Tarbox Family Office
California
$81K +$1.42K +23 +2%
CBT
872
Capital Bank & Trust
California
$75K
GLI
873
Guardian Life Insurance
New York
$71K +$2.16K +35 +3%
FIB
874
First Interstate Bank
Montana
$70K +$5K +81 +8%
TCM
875
Tradewinds Capital Management
Washington
$69K -$10.4K -168 -13%

BAX Hedge Fund Activity: Q3 2017 in Review

973 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q3 2017, worth a combined $29.3B — up 4.1% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new BAX positions and 51 closed out — a net gain of 18 holders — while 324 added to existing stakes and 379 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $222M. The largest seller was Arrowstreet Capital, cutting an estimated $138M.

  • 973 institutional investors held Baxter International (BAX) as of Q3 2017, up from 965 in Q2 2017.
  • Funds reported $29.3B of Baxter International stock for Q3 2017, up 4.1% quarter-over-quarter.
  • 69 funds opened new Baxter International positions in Q3 2017 and 51 closed out, a net change of +18 holders.
  • The largest Baxter International buyer in Q3 2017 was Wellington Management Group, an estimated $222M added.
  • The largest Baxter International seller in Q3 2017 was Arrowstreet Capital, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2017.