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Baxter International

992 hedge funds and large institutions have $32.8B invested in Baxter International in 2014 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 424 increasing their positions, 325 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more funds holding in top 10

Funds holding in top 10: 1528 (+13)

67% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 58

62% more call options, than puts

Call options by funds: $491M | Put options by funds: $304M

30% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 325

6% more capital invested

Capital invested by funds: $30.8B → $32.8B (+$1.99B)

3% more funds holding

Funds holding: 963992 (+29)

1.2% more ownership

Funds ownership: 148.21%149.4% (+1.2%)

Holders
992
Holders Change
+29
Holders Change %
+3.01%
% of All Funds
28.65%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.81%
New
97
Increased
424
Reduced
325
Closed
58
Calls
$491M
Puts
$304M
Net Calls
+$188M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
126
Axa
France
$40.5M +$13.8M +367,911 +57%
NEI
127
Northwest & Ethical Investments
Ontario, Canada
$40.1M +$12.9M +346,108 +53%
Retirement Systems of Alabama
128
Retirement Systems of Alabama
Alabama
$40M -$6.14M -164,225 -14%
ARC
129
Absolute Return Capital
Massachusetts
$39.8M +$14.1M +376,855 +61%
LWM
130
Lenox Wealth Management
Ohio
$39.8M +$21.7M +581,575 +12,149%
BC
131
Bartlett & Co
Ohio
$39.4M +$591K +15,807 +2%
FWCM
132
Ferguson Wellman Capital Management
Oregon
$38.8M +$3.34M +89,325 +10%
Swiss National Bank
133
Swiss National Bank
Switzerland
$38.7M -$3.61M -96,468 -9%
PFC
134
Poplar Forest Capital
California
$37.5M +$3.48M +93,198 +11%
RCM
135
RNC Capital Management
California
$36.4M +$963K +25,748 +3%
SBH
136
Segall Bryant & Hamill
Illinois
$35.8M -$1.3M -34,837 -4%
Brown Advisory
137
Brown Advisory
Maryland
$34.6M +$30.2M +808,193 +1,398%
VanEck Associates
138
VanEck Associates
New York
$34.3M +$5.49M +146,785 +21%
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$33.8M +$16.8M +449,718 +114%
Aviva
140
Aviva
United Kingdom
$32.8M -$1.57M -41,925 -5%
Nomura Asset Management
141
Nomura Asset Management
Japan
$32.4M +$13M +346,782 +74%
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.2M -$2.46M -65,873 -8%
Chevy Chase Trust
143
Chevy Chase Trust
Maryland
$31.9M +$122K +3,266 +0.4%
HNB
144
Huntington National Bank
Ohio
$30.9M +$6.3M +168,467 +28%
TD Asset Management
145
TD Asset Management
Ontario, Canada
$30.7M +$1.23M +33,000 +4%
TA
146
Teachers Advisors
New York
$29.6M +$368K +9,844 +1%
WI
147
WBI Investments
New Jersey
$28.4M +$965K +25,805 +4%
PIM
148
Perkins Investment Management
Illinois
$28.3M +$935K +25,001 +4%
MSA
149
Mason Street Advisors
Wisconsin
$27.7M -$8.55M -228,800 -25%
US Bancorp
150
US Bancorp
Minnesota
$27.7M +$313K +8,371 +1%

BAX Hedge Fund Activity: Q1 2014 in Review

992 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2014, worth a combined $32.8B — up 6.5% from $30.8B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new BAX positions and 58 closed out — a net gain of 39 holders — while 424 added to existing stakes and 325 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $252M. The largest seller was Capital World Investors, cutting an estimated $446M.

  • 992 institutional investors held Baxter International (BAX) as of Q1 2014, up from 963 in Q4 2013.
  • Funds reported $32.8B of Baxter International stock for Q1 2014, up 6.5% quarter-over-quarter.
  • 97 funds opened new Baxter International positions in Q1 2014 and 58 closed out, a net change of +39 holders.
  • The largest Baxter International buyer in Q1 2014 was Allianz Asset Management, an estimated $252M added.
  • The largest Baxter International seller in Q1 2014 was Capital World Investors, an estimated $446M sold.

Based on aggregated 13F filings for Q1 2014.