We are live on ! Find out more
BAX icon

Baxter International

963 hedge funds and large institutions have $30.8B invested in Baxter International in 2013 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 372 increasing their positions, 332 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 78

18% more call options, than puts

Call options by funds: $349M | Put options by funds: $296M

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

12% more repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 332

6% more funds holding

Funds holding: 909963 (+54)

5% more capital invested

Capital invested by funds: $29.2B → $30.8B (+$1.56B)

0.96% less ownership

Funds ownership: 149.17%148.21% (-0.96%)

Holders
963
Holders Change
+54
Holders Change %
+5.94%
% of All Funds
27.95%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
140
Increased
372
Reduced
332
Closed
78
Calls
$349M
Puts
$296M
Net Calls
+$52.9M
Net Calls Change
-$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
101
1832 Asset Management
Ontario, Canada
$57M -$47.2M -1,302,141 -46%
Adage Capital Partners
102
Adage Capital Partners
Massachusetts
$56.9M +$374K +10,310 +0.7%
MHI
103
Miller Howard Investments
New York
$56.2M -$313K -8,631 -0.6%
O
104
OppenheimerFunds
New York
$54.2M +$21.4M +590,666 +70%
TGA
105
Trilogy Global Advisors
Florida
$54.1M +$51.9M +1,430,941 New
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$52.5M +$47.8M +1,318,605 +1,839%
MIH
107
Madison Investment Holdings
Wisconsin
$52.2M +$49.5M +1,363,548 +7,981%
Franklin Resources
108
Franklin Resources
California
$52M +$19.8M +545,864 +66%
GT
109
Glenmede Trust
Pennsylvania
$51M +$4.38M +120,704 +10%
BG
110
Bahl & Gaynor
Ohio
$50.5M +$4.17M +114,936 +9%
GIA
111
Gateway Investment Advisers
Ohio
$45.9M -$147K -4,061 -0.3%
Principal Financial Group
112
Principal Financial Group
Iowa
$45.4M +$179K +4,925 +0.4%
NTCOC
113
Northern Trust Company of Connecticut
Connecticut
$44.5M +$4.46M +122,890 +12%
Mackenzie Financial
114
Mackenzie Financial
Ontario, Canada
$44.1M +$41.4M +1,142,210 +4,432%
Retirement Systems of Alabama
115
Retirement Systems of Alabama
Alabama
$44M +$24.3K +671 +0.1%
State of Wisconsin Investment Board
116
State of Wisconsin Investment Board
Wisconsin
$43.8M +$13.9M +384,183 +50%
HCM
117
Highbridge Capital Management
New York
$43.1M -$1.79M -49,460 -4%
Barclays
118
Barclays
United Kingdom
$42.6M +$1.34M +36,941 +3%
SAM
119
Silvercrest Asset Management
New York
$42.5M +$2.63M +72,617 +7%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$42.1M +$1.08M +29,650 +3%
Swiss National Bank
121
Swiss National Bank
Switzerland
$40.2M -$668K -18,410 -2%
Canada Life
122
Canada Life
Manitoba, Canada
$37.7M +$9.43M +260,078 +35%
NFA
123
Nationwide Fund Advisors
Ohio
$37.4M +$1.66M +45,739 +5%
APG Asset Management
124
APG Asset Management
Netherlands
$37.1M -$1.6M -44,134 -4%
BC
125
Bartlett & Co
Ohio
$36.7M +$373K +10,288 +1%

BAX Hedge Fund Activity: Q4 2013 in Review

963 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2013, worth a combined $30.8B — up 5.3% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new BAX positions and 78 closed out — a net gain of 62 holders — while 372 added to existing stakes and 332 trimmed.

The largest buyer was Aberdeen Asset Management, adding an estimated $281M. The largest seller was Capital World Investors, cutting an estimated $835M.

  • 963 institutional investors held Baxter International (BAX) as of Q4 2013, up from 909 in Q3 2013.
  • Funds reported $30.8B of Baxter International stock for Q4 2013, up 5.3% quarter-over-quarter.
  • 140 funds opened new Baxter International positions in Q4 2013 and 78 closed out, a net change of +62 holders.
  • The largest Baxter International buyer in Q4 2013 was Aberdeen Asset Management, an estimated $281M added.
  • The largest Baxter International seller in Q4 2013 was Capital World Investors, an estimated $835M sold.

Based on aggregated 13F filings for Q4 2013.