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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
ESB
851
Essex Savings Bank
Connecticut
$167K +$171K +2,540 New
TWA
852
TCI Wealth Advisors
Arizona
$162K +$403 +6 +0.2%
RE
853
RBC Europe
United Kingdom
$161K
MCM
854
MV Capital Management
Maryland
$155K
CFG
855
Citizens Financial Group
Rhode Island
$151K
BFEC
856
Benjamin F. Edwards & Company
Missouri
$148K -$35.9K -534 -19%
AIA
857
Alera Investment Advisors
Illinois
$147K +$150K +2,239 New
ASN
858
Advisory Services Network
Georgia
$142K -$5.37K -80 -4%
EWM
859
Edge Wealth Management
New York
$142K
LWANC
860
Laurel Wealth Advisors (North Carolina)
North Carolina
$138K +$141K +2,099 New
TFS
861
TrustCore Financial Services
Tennessee
$133K
QCG
862
Quadrant Capital Group
Ohio
$130K -$1.14K -17 -0.8%
TL
863
TrueWealth LLC
Georgia
$128K
Parallax Volatility Advisers
864
Parallax Volatility Advisers
California
$126K +$129K +1,915 New
PRC
865
Pearl River Capital
Michigan
$126K +$129K +1,919 New
FFC
866
First Financial Corp
Indiana
$124K +$13.4K +200 +12%
VCM
867
Vigilant Capital Management
Maine
$117K
CWM
868
Cranbrook Wealth Management
Michigan
$116K
SIM
869
Sonora Investment Management
Arizona
$116K
FNBOSM
870
First National Bank of South Miami
Florida
$116K +$107K +1,600 New
BRC
871
Bell Rock Capital
Delaware
$115K +$134 +2 +0.1%
Schroder Investment Management Group
872
Schroder Investment Management Group
United Kingdom
$115K -$9.05M -134,741 -7%
BWM
873
Baystate Wealth Management
Massachusetts
$113K +$202 +3 +0.2%
HI
874
Hudock Inc
Pennsylvania
$112K
ER
875
Enlightenment Research
Florida
$112K +$114K +1,700 New

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.