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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
1M
151
13D Management
New York
$15.1M +$1.05M +15,609 +7%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$15M +$121K +1,800 +0.8%
Neuberger Berman Group
153
Neuberger Berman Group
New York
$14.6M +$11.4M +170,108 +325%
BGIM
154
Brandywine Global Investment Management
Pennsylvania
$14.6M +$385K +5,736 +3%
ACI
155
AMP Capital Investors
Australia
$14.5M -$2.1M -31,265 -12%
Acadian Asset Management
156
Acadian Asset Management
Massachusetts
$14.3M -$12.5M -185,666 -46%
Grantham, Mayo, Van Otterloo & Co (GMO)
157
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.3M -$11.1M -164,500 -43%
AIG
158
American International Group
New York
$14.1M -$655K -9,750 -4%
SF
159
Synovus Financial
Georgia
$14M +$716K +10,653 +5%
Royal London Asset Management
160
Royal London Asset Management
United Kingdom
$14M +$14.4M +213,940 New
SEC
161
Seven Eight Capital
New York
$13.6M +$13.8M +206,054 New
DIA
162
Dana Investment Advisors
Wisconsin
$13.4M -$1.96M -29,111 -13%
MSL
163
Mackay Shields LLC
New York
$13.2M +$13.5M +200,240 New
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$12.9M -$5.91M -87,910 -31%
TRSOTSOK
165
Teachers Retirement System of the State of Kentucky
Kentucky
$12.8M +$1.68M +25,043 +15%
DP
166
Dundas Partners
United Kingdom
$12.8M
TIM
167
Triodos Investment Management
Netherlands
$12.7M +$470K +7,000 +4%
DWM
168
Destination Wealth Management
California
$12.7M +$266K +3,954 +2%
Korea Investment Corp
169
Korea Investment Corp
South Korea
$12.4M -$1.85M -27,600 -13%
Aviva
170
Aviva
United Kingdom
$12.4M -$3.58M -53,315 -22%
QI
171
QS Investors
New York
$12.3M -$4.86M -72,385 -28%
ASRS
172
Arizona State Retirement System
Arizona
$12.2M -$1.57M -23,400 -11%
LOAMS
173
Lombard Odier Asset Management (Switzerland)
Switzerland
$12M -$4.05M -60,288 -25%
TD Asset Management
174
TD Asset Management
Ontario, Canada
$11.5M -$3.49K -52 -0%
CG
175
Colony Group
Massachusetts
$11.5M +$2.13M +31,678 +22%

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.