We are live on ! Find out more
BAX icon

Baxter International
BAX

918 hedge funds and large institutions have $18.9B invested in Baxter International in 2016 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 321 increasing their positions, 345 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 9 → 24 (+15)

122% more call options, than puts

Call options by funds: $559M | Put options by funds: $251M

53% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 73

10% more capital invested

Capital invested by funds: $17.2B → $18.9B (+$1.7B)

3% more funds holding

Funds holding: 890 → 918 (+28)

2.17% more ownership

Funds ownership: 83.37% → 85.54% (+2.2%)

7% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 345

Holders
918
Holders Change
+28
Holders Change %
+3.15%
% of All Funds
24.46%
Holding in Top 10
24
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+166.67%
% of All Funds
0.64%
New
112
Increased
321
Reduced
345
Closed
73
Calls
$559M
Puts
$251M
Net Calls
+$307M
Net Calls Change
+$66.8M

Top Buyers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$200M
2
Harris Associates
Harris Associates
Illinois
+$195M
3
BA
BlackRock Advisors
Delaware
+$140M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$120M
5
TP
Thunderbird Partners
United Kingdom
+$98.2M

Top Sellers

1
YCMGA
York Capital Management Global Advisors
New York
-$301M
2
AAM
Aberdeen Asset Management
United Kingdom
-$277M
3
JP
Jana Partners
New York
-$218M
4
First Trust Advisors
First Trust Advisors
Illinois
-$108M
5
Citadel Advisors
Citadel Advisors
Florida
-$88.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
926
Honeywell International
North Carolina
– -$12.2M -320,000 Closed
LCM
927
Laurion Capital Management
New York
– -$9.09M -238,261 Closed
CCM
928
Cobalt Capital Management
New Jersey
– -$6.94M -182,000 Closed
VW
929
Vantage Wealth
California
– -$6.64M -174,160 Closed
QC
930
Quadrature Capital
United Kingdom
– -$6.24M -163,598 Closed
GCM
931
Gabalex Capital Management
New York
– -$5.72M -150,000 Closed
WHG
932
Westwood Holdings Group
Texas
– -$4.69M -122,873 Closed
HIM
933
Hanlon Investment Management
New Jersey
– -$3.84M -100,625 Closed
SRC
934
Shufro Rose & Co
New York
– -$3.8M -99,690 Closed
PG
935
PEAK6 Group
Illinois
– -$3.52M -92,490 Closed
PIP
936
Permian Investment Partners
Texas
– -$3.52M -92,243 Closed
CCT
937
Country Club Trust
Missouri
– -$3.29M -86,273 Closed
SFP
938
Santa Fe Partners
New Mexico
– -$3.1M -81,174 Closed
DP
939
Dearborn Partners
Illinois
– -$2.98M -78,075 Closed
BT
940
Beacon Trust
New Jersey
– -$2.89M -75,654 Closed
Handelsbanken Fonder
941
Handelsbanken Fonder
Sweden
– -$2.54M -66,653 Closed
IIM
942
Intact Investment Management
Quebec, Canada
– -$2.5M -65,700 Closed
AIM
943
abrdn Investment Management
United Kingdom
– -$2.49M -65,320 Closed
AI
944
Ariel Investments
Illinois
– -$2.43M -63,595 Closed
CCS
945
Crosspoint Capital Strategies
California
– -$2.62M -36,478 Closed
CNFG
946
Creegan & Nassoura Financial Group
New Hampshire
– -$1.3M -34,020 Closed
Voloridge Investment Management
947
Voloridge Investment Management
Florida
– -$1.29M -33,798 Closed
PL
948
Perpetual Ltd
Australia
– -$1.17M -30,700 Closed
MC
949
Maverick Capital
Texas
– -$1.15M -30,140 Closed
NBC
950
Neuberger Berman Canada
Ontario, Canada
– -$992K -25,995 Closed
36 37
38
39 40

BAX Hedge Fund Activity: Q1 2016 in Review

918 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2016, worth a combined $18.9B — up 9.8% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new BAX positions and 73 closed out — a net gain of 39 holders — while 321 added to existing stakes and 345 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $200M. The largest seller was York Capital Management Global Advisors, exiting entirely with an estimated $301M sold.

  • 918 institutional investors held Baxter International (BAX) as of Q1 2016, up from 890 in Q4 2015.
  • Funds reported $18.9B of Baxter International stock for Q1 2016, up 9.8% quarter-over-quarter.
  • 112 funds opened new Baxter International positions in Q1 2016 and 73 closed out, a net change of +39 holders.
  • The largest Baxter International buyer in Q1 2016 was Royal London Asset Management, an estimated $200M added.
  • The largest Baxter International seller in Q1 2016 was York Capital Management Global Advisors, an estimated $301M sold.

Based on aggregated 13F filings for Q1 2016.