We are live on ! Find out more
BAX icon

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
PSC
1151
Prentiss Smith & Co
Vermont
-$39K -500 Closed
BWA
1152
BDO Wealth Advisors
Florida
-$34K -436 Closed
DWA
1153
Divergent Wealth Advisors
Utah
-$32K -434 Closed
TG
1154
TLP Group
Illinois
-$25K -327 Closed
MUS
1155
Mitsubishi UFJ Securities
Japan
-$24K -310 Closed
RMAM
1156
Raab & Moskowitz Asset Management
New Jersey
-$22K -295 Closed
SFM
1157
Signet Financial Management
New Jersey
-$19K -250 Closed
PFPT
1158
Pinnacle Financial Partners (Tennessee)
Tennessee
-$19K -240 Closed
WA
1159
WP Advisors
California
-$16K -203 Closed
MYIA
1160
Mount Yale Investment Advisors
Colorado
-$13K -201 Closed
ML
1161
McAdam LLC
Pennsylvania
-$14K -179 Closed
KJWM
1162
Kiley Juergens Wealth Management
Washington
-$11K -150 Closed
CAG
1163
Csenge Advisory Group
Florida
-$9K -143 Closed
PWAG
1164
Polaris Wealth Advisory Group
California
-$8K -100 Closed
DWA
1165
Dorsey Wright & Associates
California
-$5K -62 Closed
ACM
1166
Advent Capital Management
New York
-$3K -41 Closed
WTB
1167
Washington Trust Bank
Washington
-$2.62K -39 -91%
Financial Engines Advisors
1168
Financial Engines Advisors
California
-$3K -34 Closed
MCM
1169
Monument Capital Management
Virginia
-$2K -26 Closed
CBT
1170
Capital Bank & Trust
California
-$1K -8 Closed
RCG
1171
Ruggie Capital Group
Florida
+$134 +2 New

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.