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Baxter International
BAX

918 hedge funds and large institutions have $18.9B invested in Baxter International in 2016 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 321 increasing their positions, 345 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 9 → 24 (+15)

122% more call options, than puts

Call options by funds: $559M | Put options by funds: $251M

53% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 73

10% more capital invested

Capital invested by funds: $17.2B → $18.9B (+$1.7B)

3% more funds holding

Funds holding: 890 → 918 (+28)

2.17% more ownership

Funds ownership: 83.37% → 85.54% (+2.2%)

7% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 345

Holders
918
Holders Change
+28
Holders Change %
+3.15%
% of All Funds
24.46%
Holding in Top 10
24
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+166.67%
% of All Funds
0.64%
New
112
Increased
321
Reduced
345
Closed
73
Calls
$559M
Puts
$251M
Net Calls
+$307M
Net Calls Change
+$66.8M

Top Buyers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$200M
2
Harris Associates
Harris Associates
Illinois
+$195M
3
BA
BlackRock Advisors
Delaware
+$140M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$120M
5
TP
Thunderbird Partners
United Kingdom
+$98.2M

Top Sellers

1
YCMGA
York Capital Management Global Advisors
New York
-$301M
2
AAM
Aberdeen Asset Management
United Kingdom
-$277M
3
JP
Jana Partners
New York
-$218M
4
First Trust Advisors
First Trust Advisors
Illinois
-$108M
5
Citadel Advisors
Citadel Advisors
Florida
-$88.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
IGIM
126
I.G. Investment Management
Manitoba, Canada
$18.7M +$1.74M +45,749 +11%
WG
127
Winton Group
United Kingdom
$18.7M -$20.3M -532,808 -54%
HCM
128
Highbridge Capital Management
New York
$18.6M +$17.3M +452,906 New
AAM
129
Ardevora Asset Management
United Kingdom
$18.4M +$17.1M +448,900 New
SFM
130
Soros Fund Management
New York
$18.4M -$1.78M -46,800 -9%
JG
131
Jefferies Group
New York
$18.2M +$16.9M +442,598 +134,938%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.8M +$201K +5,286 +1%
US Bancorp
133
US Bancorp
Minnesota
$17.4M +$2.34M +61,339 +17%
GF
134
Gabelli Funds
New York
$17.4M +$1.1M +28,833 +7%
Franklin Resources
135
Franklin Resources
California
$17.1M -$228K -5,992 -1%
BA
136
Boston Advisors
Massachusetts
$16.4M +$15.2M +399,091 New
DL
137
Delta Lloyd
Netherlands
$15.8M +$1.48M +38,965 +11%
BTS
138
BB&T Securities
Virginia
$15.8M +$6.54M +171,665 +81%
SRIM
139
Saratoga Research & Investment Management
California
$15M -$1.34M -35,068 -9%
JIM
140
Jupiter Investment Management
United Kingdom
$14.9M +$13.8M +363,010 New
SCM
141
SKBA Capital Management
California
$14.9M -$587K -15,400 -4%
State of Wisconsin Investment Board
142
State of Wisconsin Investment Board
Wisconsin
$14.9M -$468K -12,270 -3%
FGP
143
Foyston, Gordon, & Payne
Ontario, Canada
$14.6M +$525K +13,768 +4%
VDI
144
Vaughan David Investments
Illinois
$14.3M +$141K +3,702 +1%
PAMU
145
Pictet Asset Management (UK)
United Kingdom
$14.3M +$202K +5,300 +1%
MAM
146
Martingale Asset Management
Massachusetts
$14.2M +$9.15M +240,113 +227%
EVM
147
Eaton Vance Management
Massachusetts
$14.2M -$1.42M -37,386 -10%
SO
148
STRS Ohio
Ohio
$14M +$27.2K +714 +0.2%
National Pension Service
149
National Pension Service
South Korea
$13.9M +$510K +13,382 +4%
MHC
150
Meyer Handelman Company
New York
$13.9M -$26.4K -692 -0.2%
4 5
6
7 8

BAX Hedge Fund Activity: Q1 2016 in Review

918 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2016, worth a combined $18.9B — up 9.8% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new BAX positions and 73 closed out — a net gain of 39 holders — while 321 added to existing stakes and 345 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $200M. The largest seller was York Capital Management Global Advisors, exiting entirely with an estimated $301M sold.

  • 918 institutional investors held Baxter International (BAX) as of Q1 2016, up from 890 in Q4 2015.
  • Funds reported $18.9B of Baxter International stock for Q1 2016, up 9.8% quarter-over-quarter.
  • 112 funds opened new Baxter International positions in Q1 2016 and 73 closed out, a net change of +39 holders.
  • The largest Baxter International buyer in Q1 2016 was Royal London Asset Management, an estimated $200M added.
  • The largest Baxter International seller in Q1 2016 was York Capital Management Global Advisors, an estimated $301M sold.

Based on aggregated 13F filings for Q1 2016.