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Baxter International

1,066 hedge funds and large institutions have $35.5B invested in Baxter International in 2019 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 334 increasing their positions, 422 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0% less capital invested

Capital invested by funds: $35.6B → $35.5B (-$145M)

0.73% less ownership

Funds ownership: 85.91%85.18% (-0.73%)

1% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 80

2% less funds holding

Funds holding: 1,0831,066 (-17)

21% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 422

27% less call options, than puts

Call options by funds: $98.4M | Put options by funds: $134M

Holders
1,066
Holders Change
-17
Holders Change %
-1.57%
% of All Funds
23.15%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.3%
New
79
Increased
334
Reduced
422
Closed
80
Calls
$98.4M
Puts
$134M
Net Calls
-$36.1M
Net Calls Change
-$41.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
876
Fiera Capital (Canada)
Quebec, Canada
$219K +$208K +2,675 New
ESBC
877
E.S. Barr & Co
Kentucky
$217K
SP
878
Successful Portfolios
Florida
$215K -$3.03K -39 -1%
DRD
879
Dennis R. Delaney
$213K -$15.5K -200 -7%
RBFC
880
Roman Butler Fullerton & Co
Missouri
$213K +$155 +2 +0.1%
BCM
881
BTR Capital Management
California
$211K -$9.71K -125 -5%
ACM
882
AlphaCrest Capital Management
New York
$210K -$47.8K -616 -19%
PV
883
Private Vista
Illinois
$209K -$3.73K -48 -2%
KFGK
884
Keystone Financial Group (Kentucky)
Kentucky
$209K
BBNA
885
Bremer Bank National Association
Minnesota
$208K -$19K -245 -9%
CGL
886
Clarius Group LLC
Washington
$206K +$195K +2,511 New
GC
887
Garde Capital
Washington
$205K
ABC
888
Associated Banc-Corp
Wisconsin
$204K -$1.94K -25 -1%
LJHT
889
Laurie J. Hall Trustee
$204K
AP
890
Appleton Partners
Massachusetts
$202K +$192K +2,471 New
CIA
891
Capital Investment Advisors
Georgia
$201K -$126K -1,628 -40%
SFG
892
SevenBridge Financial Group
Pennsylvania
$201K -$17.5K -225 -8%
CFG
893
Citizens Financial Group
Rhode Island
$200K
TFS
894
TrustCore Financial Services
Tennessee
$196K +$19.4K +250 +12%
QCG
895
Quadrant Capital Group
Ohio
$194K -$48.5K -625 -20%
MCM
896
MV Capital Management
Maryland
$192K
BSPF
897
British Steel Pension Fund
United Kingdom
$188K -$195K -2,515 -52%
TWA
898
TCI Wealth Advisors
Arizona
$181K -$311 -4 -0.2%
LWANC
899
Laurel Wealth Advisors (North Carolina)
North Carolina
$172K
SQA
900
Simon Quick Advisors
New Jersey
$171K +$2.33K +30 +1%

BAX Hedge Fund Activity: Q2 2019 in Review

1,066 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q2 2019, worth a combined $35.5B — down 0.41% from $35.6B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of BAX and 79 opened new positions — a net loss of 1 holder — while 422 trimmed existing stakes and 334 added.

The largest buyer was Nuveen, adding an estimated $327M. The largest seller was Third Point, cutting an estimated $388M.

  • 1,066 institutional investors held Baxter International (BAX) as of Q2 2019, down from 1,083 in Q1 2019.
  • Funds reported $35.5B of Baxter International stock for Q2 2019, down 0.41% quarter-over-quarter.
  • 79 funds opened new Baxter International positions in Q2 2019 and 80 closed out, a net change of -1 holder.
  • The largest Baxter International buyer in Q2 2019 was Nuveen, an estimated $327M added.
  • The largest Baxter International seller in Q2 2019 was Third Point, an estimated $388M sold.

Based on aggregated 13F filings for Q2 2019.