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Baxter International

963 hedge funds and large institutions have $30.8B invested in Baxter International in 2013 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 372 increasing their positions, 332 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 78

18% more call options, than puts

Call options by funds: $349M | Put options by funds: $296M

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

12% more repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 332

6% more funds holding

Funds holding: 909963 (+54)

5% more capital invested

Capital invested by funds: $29.2B → $30.8B (+$1.56B)

0.96% less ownership

Funds ownership: 149.17%148.21% (-0.96%)

Holders
963
Holders Change
+54
Holders Change %
+5.94%
% of All Funds
27.95%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
140
Increased
372
Reduced
332
Closed
78
Calls
$349M
Puts
$296M
Net Calls
+$52.9M
Net Calls Change
-$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
951
Indiana Trust & Investment Management
Indiana
$4K
PFA
952
Paradigm Financial Advisors
Missouri
$4K +$3.88K +107 New
UB
953
UMB Bank
Missouri
$3.12K -$242K -6,683 -7%
TCM
954
TD Capital Management
Tennessee
$3K
TFA
955
Transamerica Financial Advisors
Florida
$3K
NIM
956
NuWave Investment Management
New Jersey
$3K +$1.52K +42 +120%
QAM
957
QCI Asset Management
New York
$3K +$3.34K +92 New
FAM
958
Fred Alger Management
New York
$2K
DIA
959
Denver Investment Advisors
Colorado
$1.58K +$1.52M +41,842 New
MRCM
960
M&R Capital Management
New Jersey
$1.12K -$33.4K -921 -3%
EMA
961
Efficient Market Advisors
California
$1K +$1.05K +29 New
CFA
962
Camarda Financial Advisors
Florida
$1K +$1.42K +39 New
FPCG
963
Fort Pitt Capital Group
Pennsylvania
$291
Capital International Investors
964
Capital International Investors
California
-$154M -4,318,986 Closed
Barrow, Hanley, Mewhinney & Strauss
965
Barrow, Hanley, Mewhinney & Strauss
Texas
-$136M -3,822,409 Closed
IAM
966
Iridian Asset Management
Connecticut
-$93.6M -2,623,651 Closed
WHG
967
Westwood Holdings Group
Texas
-$90.7M -2,541,499 Closed
Arrowstreet Capital
968
Arrowstreet Capital
Massachusetts
-$41.5M -1,163,171 Closed
AAMU
969
Amundi Asset Management US
Massachusetts
-$35.4M -990,686 Closed
SCM
970
Stevens Capital Management
Pennsylvania
-$24.8M -693,641 Closed
IC
971
Inverness Counsel
New York
-$24M -672,353 Closed
Massachusetts Financial Services
972
Massachusetts Financial Services
Massachusetts
-$20.9M -585,329 Closed
MWNA
973
Marshall Wace North America
New York
-$14.9M -418,608 Closed
Jacobs Levy Equity Management
974
Jacobs Levy Equity Management
New Jersey
-$12.7M -356,773 Closed
OWP
975
Obermeyer Wealth Partners
Colorado
-$11.1M -312,053 Closed

BAX Hedge Fund Activity: Q4 2013 in Review

963 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2013, worth a combined $30.8B — up 5.3% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new BAX positions and 78 closed out — a net gain of 62 holders — while 372 added to existing stakes and 332 trimmed.

The largest buyer was Aberdeen Asset Management, adding an estimated $281M. The largest seller was Capital World Investors, cutting an estimated $835M.

  • 963 institutional investors held Baxter International (BAX) as of Q4 2013, up from 909 in Q3 2013.
  • Funds reported $30.8B of Baxter International stock for Q4 2013, up 5.3% quarter-over-quarter.
  • 140 funds opened new Baxter International positions in Q4 2013 and 78 closed out, a net change of +62 holders.
  • The largest Baxter International buyer in Q4 2013 was Aberdeen Asset Management, an estimated $281M added.
  • The largest Baxter International seller in Q4 2013 was Capital World Investors, an estimated $835M sold.

Based on aggregated 13F filings for Q4 2013.