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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
FGC
1026
Financial Gravity Companies
Texas
$10K -$25.4K -375 -73%
FGAM
1027
Financial Gravity Asset Management
Texas
$10K +$9.54K +141 New
LF
1028
Lee Financial
Texas
$9K +$8.93K +132 New
WDL
1029
Well Done LLC
Michigan
$9K +$9.13K +135 New
RWP
1030
RWA Wealth Partners
Massachusetts
$9K +$9.61K +142 New
SFPIA
1031
Stevens First Principles Investment Advisors
California
$8K
VIA
1032
Vantage Investment Advisors
Pennsylvania
$7K -$812 -12 -11%
AF
1033
Allworth Financial
California
$7K -$68 -1 -1%
CAL
1034
Capital Advisors Ltd
Ohio
$7K
OIA
1035
OneDigital Investment Advisors
Kansas
$7K
PWAG
1036
Polaris Wealth Advisory Group
California
$7K +$6.76K +100 New
NWM
1037
Northwest Wealth Management
Iowa
$7K +$7.1K +105 New
GEA
1038
Glen Eagle Advisors
New Jersey
$6.79K +$7.04K +104 New
HWP
1039
Hefty Wealth Partners
Indiana
$6K
MPPLM
1040
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5K
LFG
1041
LifePlan Financial Group
Ohio
$5K +$4.74K +70 New
MCWS
1042
McKinley Carter Wealth Services
West Virginia
$5K +$5.41K +80 New
CAM
1043
ClariVest Asset Management
California
$4K -$2.5K -37 -38%
SP
1044
SWS Partners
Ohio
$4K
MSA
1045
Marino Stram & Associates
Massachusetts
$4K +$68 +1 +1%
BWP
1046
Baldwin Wealth Partners
Massachusetts
$3K
OFS
1047
Orrstown Financial Services
Pennsylvania
$3K
PFGIA
1048
Patriot Financial Group Insurance Agency
Massachusetts
$3K
TCM
1049
TD Capital Management
Tennessee
$3K
Financial Engines Advisors
1050
Financial Engines Advisors
California
$3K +$2.71K +40 New

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.