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Baxter International

1,082 hedge funds and large institutions have $35.6B invested in Baxter International in 2019 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 333 increasing their positions, 407 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 69

23% more capital invested

Capital invested by funds: $28.9B → $35.6B (+$6.73B)

3% more funds holding

Funds holding: 1,0521,082 (+30)

2.71% more ownership

Funds ownership: 83.2%85.91% (+2.7%)

6% more call options, than puts

Call options by funds: $100M | Put options by funds: $94.7M

18% less repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 407

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
1,082
Holders Change
+30
Holders Change %
+2.85%
% of All Funds
23.42%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.28%
New
112
Increased
333
Reduced
407
Closed
69
Calls
$100M
Puts
$94.7M
Net Calls
+$5.45M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.25B +$91.7M +1,259,763 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.04B +$11.1M +151,944 +0.4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.64B +$15M +206,714 +0.6%
TP
4
Third Point
New York
$2.28B
State Street
5
State Street
Massachusetts
$1.95B +$52.7M +723,284 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.67B -$254M -3,487,741 -14%
Morgan Stanley
7
Morgan Stanley
New York
$1.32B +$117M +1,606,943 +11%
Ameriprise
8
Ameriprise
Minnesota
$1.15B +$235M +3,229,236 +30%
Northern Trust
9
Northern Trust
Illinois
$708M +$6.42M +88,135 +1%
Norges Bank
10
Norges Bank
Norway
$698M +$16.9M +232,700 +3%
VAM
11
Veritas Asset Management
United Kingdom
$638M +$5.65M +77,608 +1%
Bank of America
12
Bank of America
North Carolina
$599M +$216M +2,962,645 +67%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$557M
Geode Capital Management
14
Geode Capital Management
Massachusetts
$512M -$9.6M -131,946 -2%
Lazard Asset Management
15
Lazard Asset Management
New York
$425M +$53.8M +738,995 +16%
Bessemer Group
16
Bessemer Group
New Jersey
$381M +$33.8M +465,004 +11%
Aberdeen Group
17
Aberdeen Group
United Kingdom
$373M -$45.5M -625,488 -12%
Caisse de Depot et Placement du Quebec (CDPQ)
18
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$365M +$56.8M +780,400 +21%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$364M -$67M -920,590 -17%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$353M -$34.6M -475,306 -10%
AQR Capital Management
21
AQR Capital Management
Connecticut
$327M -$77.1M -1,059,137 -21%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$317M -$9.64M -132,460 -3%
Legal & General Group
23
Legal & General Group
United Kingdom
$286M +$42.8M +588,457 +20%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$271M +$3.02M +41,488 +1%
TCIM
25
TIAA CREF Investment Management
New York
$266M -$3.27M -44,879 -1%

BAX Hedge Fund Activity: Q1 2019 in Review

1,082 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2019, worth a combined $35.6B — up 23% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new BAX positions and 69 closed out — a net gain of 43 holders — while 333 added to existing stakes and 407 trimmed.

The largest buyer was Ameriprise, adding an estimated $235M. The largest seller was Fidelity Investments, cutting an estimated $254M.

  • 1,082 institutional investors held Baxter International (BAX) as of Q1 2019, up from 1,052 in Q4 2018.
  • Funds reported $35.6B of Baxter International stock for Q1 2019, up 23% quarter-over-quarter.
  • 112 funds opened new Baxter International positions in Q1 2019 and 69 closed out, a net change of +43 holders.
  • The largest Baxter International buyer in Q1 2019 was Ameriprise, an estimated $235M added.
  • The largest Baxter International seller in Q1 2019 was Fidelity Investments, an estimated $254M sold.

Based on aggregated 13F filings for Q1 2019.