We are live on ! Find out more
BAX icon

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
ARMT
876
Amica Retiree Medical Trust
Rhode Island
$198K
HFM
877
Harvest Fund Management
China
$190K
C
878
Cerebellum
California
$182K +$8.52K +126 +5%
RE
879
RBC Europe
United Kingdom
$174K
SPIA
880
Steward Partners Investment Advisory
New York
$172K
CAW
881
Cornerstone Advisors (Washington)
Washington
$169K -$33.1K -490 -16%
HCM
882
Highlander Capital Management
New Jersey
$168K
BAM
883
Bruderman Asset Management
New York
$168K +$175K +2,580 New
CPIG
884
Chicago Partners Investment Group
Illinois
$166K
SFG
885
SevenBridge Financial Group
Pennsylvania
$166K
WEC
886
Winslow Evans & Crocker
Massachusetts
$165K
TL
887
TrueWealth LLC
Georgia
$162K +$2.37K +35 +1%
LBG
888
Lloyds Banking Group
United Kingdom
$162K +$10.2K +151 +6%
BFEC
889
Benjamin F. Edwards & Company
Missouri
$161K -$1.76K -26 -1%
TWA
890
TCI Wealth Advisors
Arizona
$159K -$16.9K -250 -9%
AWA
891
Acorn Wealth Advisors
Michigan
$157K
MCM
892
MV Capital Management
Maryland
$156K -$406 -6 -0.2%
IWM
893
IHT Wealth Management
Illinois
$156K +$69.7K +1,030 +72%
PFA
894
Pathway Financial Advisors
Vermont
$152K
Schroder Investment Management Group
895
Schroder Investment Management Group
United Kingdom
$148K -$14K -207 -8%
FANJ
896
Financial Architects (New Jersey)
New Jersey
$141K -$7.44K -110 -5%
QCG
897
Quadrant Capital Group
Ohio
$136K +$13.7K +202 +10%
TFS
898
TrustCore Financial Services
Tennessee
$132K
MPWT
899
MassMutual Private Wealth & Trust
Connecticut
$124K -$6.76K -100 -5%
NIMI
900
Natixis Investment Managers International
France
$121K +$126K +1,863 New

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.