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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
Aristotle Capital Management
901
Aristotle Capital Management
California
$120K -$41.9M -618,609 -100%
GFP
902
Gryphon Financial Partners
Ohio
$120K
RCAG
903
Rehmann Capital Advisory Group
Michigan
$118K +$123K +1,813 New
CWM
904
Cranbrook Wealth Management
Michigan
$115K
BRC
905
Bell Rock Capital
Delaware
$113K +$135 +2 +0.1%
HI
906
Hudock Inc
Pennsylvania
$112K
FFC
907
First Financial Corp
Indiana
$109K
RFA
908
Reilly Financial Advisors
California
$108K -$13.7K -202 -11%
CB
909
Community Bank
New York
$108K
BWM
910
Baystate Wealth Management
Massachusetts
$107K
FCT
911
Family Capital Trust
Massachusetts
$104K
LFA
912
Legacy Financial Advisors
Kentucky
$102K -$25.6K -379 -20%
BAM
913
Barrett Asset Management
New York
$101K
FPFS
914
First Personal Financial Services
North Carolina
$98K -$51.1K -756 -34%
LWCFA
915
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$98K -$13.5K -200 -12%
PCA
916
Providence Capital Advisors
North Carolina
$98K
MFBTD
917
MB Financial Bank - Trust Department
Illinois
$98K +$13.5K +200 +15%
AAP
918
Arax Advisory Partners
Colorado
$96K -$3.45K -51 -3%
PMFA
919
Plante Moran Financial Advisors
Michigan
$90K +$3.25K +48 +4%
CIP
920
Convergence Investment Partners
Florida
$89K +$93.1K +1,376 New
MFW
921
Mosaic Family Wealth
Missouri
$87K -$50.1K -740 -36%
WB
922
Webster Bank
Connecticut
$87K
ACS
923
Archford Capital Strategies
Illinois
$87K +$90.3K +1,335 New
CC
924
Claybrook Capital
Massachusetts
$85K
TFO
925
Tarbox Family Office
California
$84K

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.