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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
CB
876
Community Bank
New York
$109K
BCA
877
Berman Capital Advisors
Georgia
$108K +$111K +1,652 New
Carson Wealth (CWM LLC)
878
Carson Wealth (CWM LLC)
Nebraska
$107K +$36.7K +547 +51%
FCT
879
Family Capital Trust
Massachusetts
$105K
BAM
880
Barrett Asset Management
New York
$102K
LFA
881
Legacy Financial Advisors
Kentucky
$101K
PCG
882
Private Capital Group
Connecticut
$99K +$10.3K +154 +11%
BAM
883
Bruderman Asset Management
New York
$99K +$14.2K +211 +16%
PFO
884
Pathstone Family Office
New Jersey
$99K +$101K +1,507 New
SWP
885
Strategic Wealth Partners
Ohio
$97K +$93.1K +1,386 +6,930%
OFW
886
Omnia Family Wealth
Florida
$95K -$185K -2,756 -66%
MWA
887
Meridian Wealth Advisors
Texas
$95K +$97K +1,444 New
GLI
888
Guardian Life Insurance
New York
$93K +$403 +6 +0.4%
AAMU
889
Amundi Asset Management US
Massachusetts
$91.8K +$8.38M +124,757 +10%
PMFA
890
Plante Moran Financial Advisors
Michigan
$91K
KA
891
Kaizen Advisory
Illinois
$91K +$11.1K +165 +13%
TFO
892
Tarbox Family Office
California
$85K
HWA
893
Heritage Wealth Advisors
Virginia
$84K
MFW
894
Mosaic Family Wealth
Missouri
$84K
SIS
895
Sound Income Strategies
Florida
$84K
LWCFA
896
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$83K -$16.3K -242 -16%
RFA
897
Reilly Financial Advisors
California
$83K +$13.4K +200 +19%
NIT
898
NumerixS Investment Technologies
British Columbia, Canada
$78K -$410K -6,100 -84%
RMC
899
Resources Management Corp
Connecticut
$78K
JA
900
JOYN Advisors
Georgia
$77K -$3.9K -58 -5%

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.