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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
Kovitz Investment Group Partners
1101
Kovitz Investment Group Partners
Illinois
-$285K -3,693 Closed
BCM
1102
Breiter Capital Management
Florida
-$276K -3,577 Closed
JIP
1103
Jaffetilchin Investment Partners
Florida
-$274K -3,557 Closed
AWM
1104
Altium Wealth Management
New York
-$271K -3,518 Closed
DRD
1105
Dennis R. Delaney
-$270K -3,500 Closed
HFM
1106
Harvest Fund Management
China
-$266K -3,452 Closed
CPIG
1107
Chicago Partners Investment Group
Illinois
-$225K -3,351 Closed
SAM
1108
Sectoral Asset Management
Quebec, Canada
-$254K -3,298 Closed
WA
1109
WESPAC Advisors
California
-$248K -3,218 Closed
BJL
1110
Brighton Jones LLC
Washington
-$237K -3,076 Closed
ARMT
1111
Amica Retiree Medical Trust
Rhode Island
-$234K -3,040 Closed
SMC
1112
Smith, Moore & Co
Missouri
-$232K -3,011 Closed
MNG
1113
Manning & Napier Group
New York
-$231K -3,000 Closed
AIM
1114
Allen Investment Management
New York
-$230K -2,990 Closed
ST
1115
Spinnaker Trust
Maine
-$227K -2,950 Closed
Koshinski Asset Management
1116
Koshinski Asset Management
Illinois
-$226K -2,937 Closed
PFS
1117
Physicians Financial Services
North Carolina
-$224K -2,905 Closed
CC
1118
Courier Capital
New York
-$218K -2,822 Closed
PWMAG
1119
Pinnacle Wealth Management Advisory Group
New Jersey
-$218K -2,822 Closed
ERIM
1120
Eagle Ridge Investment Management
Connecticut
-$217K -2,820 Closed
SP
1121
Successful Portfolios
Florida
-$216K -2,806 Closed
RP
1122
Rice Partnership
Hawaii
-$214K -2,779 Closed
WP
1123
WMS Partners
Maryland
-$214K -2,770 Closed
BS
1124
Banco Santander
Spain
-$212K -2,744 Closed
AL
1125
Aspiriant LLC
California
-$210K -2,717 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.