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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
ERIM
851
Eagle Ridge Investment Management
Connecticut
$216K -$51.8K -765 -19%
LBC
852
Lowe Brockenbrough & Co
Virginia
$216K -$10.3K -152 -4%
BIM
853
Bridges Investment Management
Nebraska
$216K +$225K +3,322 New
CFG
854
Citizens Financial Group
Rhode Island
$214K +$18.9K +279 +9%
VCA
855
Verdence Capital Advisors
Maryland
$213K +$2.84K +42 +1%
VFA
856
Valeo Financial Advisors
Indiana
$213K +$28K +414 +14%
WI
857
Wintrust Investments
Illinois
$211K -$169K -2,505 -44%
BFC
858
Blue Fin Capital
Rhode Island
$209K -$3.38K -50 -2%
WA
859
WESPAC Advisors
California
$209K
CYG
860
Clean Yield Group
Vermont
$209K +$218K +3,217 New
LSAG
861
Lake Street Advisors Group
New Hampshire
$208K +$217K +3,203 New
TCOV
862
Trust Company of Vermont
Vermont
$206K -$5.07K -75 -2%
HCM
863
Hutner Capital Management
Vermont
$206K -$4.74K -70 -2%
SCM
864
Sterling Capital Management
North Carolina
$205K -$74.9K -1,107 -26%
SCA
865
Stonebridge Capital Advisors
Minnesota
$205K -$6.76K -100 -3%
CHAM
866
Clear Harbor Asset Management
Connecticut
$205K
WG
867
Welch Group
Alabama
$205K
BS
868
Banco Santander
Spain
$205K +$213K +3,147 New
NWS
869
Newport Wealth Strategies
California
$204K
BCMO
870
Buckingham Capital Management (Ohio)
Ohio
$202K -$194K -2,865 -48%
BB
871
Busey Bank
Illinois
$202K +$210K +3,100 New
Fuller & Thaler Asset Management
872
Fuller & Thaler Asset Management
California
$201K -$74.4K -1,100 -26%
CPH
873
C Partners Holding
Switzerland
$201K -$66.2K -978 -24%
Kovitz Investment Group Partners
874
Kovitz Investment Group Partners
Illinois
$201K -$60.9K -900 -23%
GWM
875
Geneos Wealth Management
Colorado
$198K -$10.1K -150 -5%

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.