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Baxter International

1,069 hedge funds and large institutions have $34.9B invested in Baxter International in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 300 increasing their positions, 442 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $109M | Put options by funds: $85.3M

7% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 74

4% more capital invested

Capital invested by funds: $33.6B → $34.9B (+$1.36B)

0.19% less ownership

Funds ownership: 85.01%84.82% (-0.19%)

1% less funds holding

Funds holding: 1,0751,069 (-6)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

32% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 442

Holders
1,069
Holders Change
-6
Holders Change %
-0.56%
% of All Funds
24.44%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.34%
New
79
Increased
300
Reduced
442
Closed
74
Calls
$109M
Puts
$85.3M
Net Calls
+$23.3M
Net Calls Change
+$30.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SEC
1076
Seven Eight Capital
New York
-$11.7M -157,823 Closed
AIM
1077
Artemis Investment Management
United Kingdom
-$9.45M -127,946 Closed
ZIG
1078
Zurich Insurance Group
Switzerland
-$6.7M -90,711 Closed
NC
1079
Northpointe Capital
Michigan
-$5.12M -69,290 Closed
MWA
1080
Marshall Wace Asia
Hong Kong
-$5M -67,759 Closed
LOAMU
1081
Lombard Odier Asset Management (USA)
New York
-$4.43M -60,000 Closed
CM
1082
Crestline Management
Texas
-$3.85M -52,154 Closed
OSAM
1083
O'Shaughnessy Asset Management
Connecticut
-$3.06M -41,244 -100%
Hudson Bay Capital Management
1084
Hudson Bay Capital Management
Connecticut
-$2.21M -30,000 Closed
Boston Partners
1085
Boston Partners
Massachusetts
-$2.2M -29,760 Closed
Tudor Investment Corp
1086
Tudor Investment Corp
Connecticut
-$2.11M -28,606 Closed
Capital Fund Management (CFM)
1087
Capital Fund Management (CFM)
France
-$1.54M -20,809 Closed
GCP
1088
GSA Capital Partners
United Kingdom
-$1.4M -18,943 Closed
PIM
1089
Partner Investment Management
California
-$1.29M -17,532 Closed
Voloridge Investment Management
1090
Voloridge Investment Management
Florida
-$1.19M -16,148 Closed
KC
1091
Kepos Capital
New York
-$989K -13,394 Closed
SCC
1092
Spring Creek Capital
Kansas
-$847K -11,464 Closed
KM
1093
Kalos Management
Georgia
-$743K -11,424 Closed
HMS
1094
Hanseatic Management Services
New Mexico
-$794K -10,748 Closed
DAM
1095
Deltec Asset Management
New York
-$743K -10,065 Closed
MA
1096
Montag & Associates
Georgia
-$742K -10,050 Closed
HCMT
1097
Highland Capital Management (Tennessee)
Tennessee
-$675K -9,146 Closed
SWP
1098
Stratos Wealth Partners
Ohio
-$618K -8,372 Closed
USGIU
1099
U.S. Global Investors (USGI)
Texas
-$583K -7,900 Closed
LP
1100
LMR Partners
United Kingdom
-$505K -6,843 Closed

BAX Hedge Fund Activity: Q3 2018 in Review

1,069 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q3 2018, worth a combined $34.9B — up 4.1% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BAX positions and 74 closed out — a net gain of 5 holders — while 300 added to existing stakes and 442 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $604M. The largest seller was Veritas Asset Management, cutting an estimated $303M.

  • 1,069 institutional investors held Baxter International (BAX) as of Q3 2018, down from 1,075 in Q2 2018.
  • Funds reported $34.9B of Baxter International stock for Q3 2018, up 4.1% quarter-over-quarter.
  • 79 funds opened new Baxter International positions in Q3 2018 and 74 closed out, a net change of +5 holders.
  • The largest Baxter International buyer in Q3 2018 was Wellington Management Group, an estimated $604M added.
  • The largest Baxter International seller in Q3 2018 was Veritas Asset Management, an estimated $303M sold.

Based on aggregated 13F filings for Q3 2018.