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Baxter International

1,052 hedge funds and large institutions have $28.9B invested in Baxter International in 2018 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 300 increasing their positions, 413 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

3% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 121

8% less call options, than puts

Call options by funds: $79.5M | Put options by funds: $86.9M

2% less funds holding

Funds holding: 1,0691,052 (-17)

1.62% less ownership

Funds ownership: 84.82%83.2% (-1.6%)

17% less capital invested

Capital invested by funds: $34.9B → $28.9B (-$6.04B)

27% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 413

Holders
1,052
Holders Change
-17
Holders Change %
-1.59%
% of All Funds
23.44%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.36%
New
117
Increased
300
Reduced
413
Closed
121
Calls
$79.5M
Puts
$86.9M
Net Calls
-$7.37M
Net Calls Change
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
1026
LifePlan Financial Group
Ohio
$5K
IWA
1027
Intercontinental Wealth Advisors
Texas
$5K +$5.04K +75 New
FL
1028
Fort LP
Maryland
$4K -$8.73K -130 -70%
CAM
1029
ClariVest Asset Management
California
$4K
JIR
1030
James Investment Research
Ohio
$4K +$3.63K +54 New
KCM
1031
Karp Capital Management
California
$4K +$4.03K +60 New
AWM
1032
Avior Wealth Management
Nebraska
$3K
EAM
1033
Eukles Asset Management
Ohio
$3K +$2.62K +39 New
AC
1034
Avestar Capital
New York
$3K +$2.89K +43 +165%
EWA
1035
ERTS Wealth Advisors
Michigan
$3K +$3.36K +50 New
WAS
1036
Winch Advisory Services
Wisconsin
$3K +$3.36K +50 New
IF
1037
Ironwood Financial
Arizona
$2K
MIM
1038
Macroview Investment Management
Maryland
$2K
MWM
1039
Mascoma Wealth Management
New Hampshire
$2K
MSA
1040
Marino Stram & Associates
Massachusetts
$2K +$1.88K +28 New
PO
1041
Private Ocean
California
$2K +$2.69K +40 New
UB
1042
UMB Bank
Missouri
$1.64K -$12.1K -180 -0.7%
BFC
1043
Bedel Financial Consulting
Indiana
$1K
CCM
1044
Cribstone Capital Management
Maine
$1K
NC
1045
NewSquare Capital
Pennsylvania
$1K
VRM
1046
Vectors Research Management
New York
$1K
APC
1047
Aspire Private Capital
North Carolina
$1K +$1.14K +17 New
BOPW
1048
Brandywine Oak Private Wealth
Pennsylvania
$1K +$1.28K +19 New
CT
1049
Chicago Trust
Illinois
$324 -$5.98K -89 -2%
SCM
1050
Suvretta Capital Management
New York
-$238M -3,086,770 Closed

BAX Hedge Fund Activity: Q4 2018 in Review

1,052 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2018, worth a combined $28.9B — down 17% from $34.9B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of BAX and 117 opened new positions — a net loss of 4 holders — while 413 trimmed existing stakes and 300 added.

The largest buyer was Wellington Management Group, adding an estimated $310M. The largest seller was Third Point, cutting an estimated $537M.

  • 1,052 institutional investors held Baxter International (BAX) as of Q4 2018, down from 1,069 in Q3 2018.
  • Funds reported $28.9B of Baxter International stock for Q4 2018, down 17% quarter-over-quarter.
  • 117 funds opened new Baxter International positions in Q4 2018 and 121 closed out, a net change of -4 holders.
  • The largest Baxter International buyer in Q4 2018 was Wellington Management Group, an estimated $310M added.
  • The largest Baxter International seller in Q4 2018 was Third Point, an estimated $537M sold.

Based on aggregated 13F filings for Q4 2018.