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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
Nomura Asset Management
201
Nomura Asset Management
Japan
$8.65M +$412K +6,131 +5%
TCM
202
Twin Capital Management
Pennsylvania
$8.6M -$1.32M -19,630 -13%
Baird Financial Group
203
Baird Financial Group
Wisconsin
$8.54M +$1.76M +26,244 +25%
NEI
204
Northwest & Ethical Investments
Ontario, Canada
$8.36M +$2.83M +42,081 +50%
SGI
205
Summit Global Investments
Utah
$8.09M +$774K +11,523 +10%
BF
206
BOK Financial
Oklahoma
$8.05M +$548K +8,156 +7%
GC
207
Guggenheim Capital
Illinois
$7.97M +$294K +4,381 +4%
ProShare Advisors
208
ProShare Advisors
Maryland
$7.83M +$204K +3,039 +3%
FCI
209
Financial Counselors Inc
Kansas
$7.8M +$56.5K +841 +0.7%
GIBU
210
Gulf International Bank (UK)
United Kingdom
$7.75M -$3.4M -50,607 -30%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$7.74M -$2.43M -36,123 -23%
Natixis Advisors
212
Natixis Advisors
Massachusetts
$7.74M -$445K -6,629 -5%
PA
213
Pinnacle Associates
New York
$7.62M -$139K -2,065 -2%
APG Asset Management
214
APG Asset Management
Netherlands
$7.5M -$83.5M -1,242,672 -91%
SOADOR
215
State of Alaska Department of Revenue
Alaska
$7.48M +$456K +6,782 +6%
FAF
216
Fjarde Ap-fonden
Sweden
$7.46M -$1.77M -26,300 -19%
MAM
217
Meeder Asset Management
Ohio
$7.34M +$1.66M +24,697 +28%
CI Investments Inc
218
CI Investments Inc
Ontario, Canada
$7.27M +$7.42M +110,490 New
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$7.26M -$175K -2,610 -2%
HighTower Advisors
220
HighTower Advisors
Illinois
$7.15M -$639K -9,507 -8%
BDS
221
Banco de Sabadell
Florida
$7.06M +$599K +8,918 +9%
TG
222
TCW Group
California
$7.06M +$181K +2,687 +3%
Bank of Nova Scotia
223
Bank of Nova Scotia
Ontario, Canada
$6.98M -$5.98M -89,070 -46%
GI
224
GAMCO Investors
Connecticut
$6.93M +$920K +13,700 +15%
HR
225
Howe & Rusling
New York
$6.93M +$6.79M +101,025 +2,407%

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.