Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
EVM
Eaton Vance Management’s
Healthcare Services Group
HCSG
Stock Holding History
Eaton Vance Management’s Portfolio
HCSG Stock Details
HCSG Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-10,002
Closed
-$186K
–
1678
2022
Q1
$186K
Buy
10,002
+2,156
+27%
+$37.2K
﹤0.01%
1759
2021
Q4
$139K
Sell
7,846
-57
-0.7%
-$1.11K
﹤0.01%
1703
2021
Q3
$130K
Buy
7,903
+332
+4%
+$8.98K
﹤0.01%
1390
2021
Q2
$239K
Buy
7,571
+2,330
+44%
+$70.8K
﹤0.01%
1540
2021
Q1
$147K
Buy
+5,241
New
+$158K
﹤0.01%
1525
2019
Q2
–
Sell
-6,563
Closed
-$217K
–
1296
2019
Q1
$217K
Hold
6,563
–
–
﹤0.01%
1197
2018
Q4
$264K
Buy
6,563
+1,500
+30%
+$63.4K
﹤0.01%
1113
2018
Q3
$206K
Hold
5,063
–
–
﹤0.01%
1173
2018
Q2
$219K
Sell
5,063
-5,063
-50%
-$201K
﹤0.01%
1144
2018
Q1
$440K
Buy
10,126
+4,895
+94%
+$240K
﹤0.01%
1114
2017
Q4
$276K
Buy
5,231
+32
+0.6%
+$1.68K
﹤0.01%
1063
2017
Q3
$281K
Buy
5,199
+10
+0.2%
+$514
﹤0.01%
1039
2017
Q2
$243K
Buy
+5,189
New
+$240K
﹤0.01%
1037
Other funds holding HCSG
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Mackenzie Financial
Toronto Ontario, Ontario, Canada
$83.3B AUM
31.19%
1-Year Est. Return
RP
Riverbridge Partners
Minneapolis, Minnesota
$3.58B AUM
4.02%
1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park, Florida
$5.29B AUM
20.14%
1-Year Est. Return
MAMU
Marathon Asset Management (UK)
London, United Kingdom
$2.61B AUM
27.14%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close