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CareTrust REIT

348 hedge funds and large institutions have $5.08B invested in CareTrust REIT in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 156 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $188K

144% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 25

70% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 92

41% more capital invested

Capital invested by funds: $3.61B → $5.08B (+$1.47B)

10% more funds holding

Funds holding: 317348 (+31)

5.43% more ownership

Funds ownership: 101.22%106.64% (+5.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
348
Holders Change
+31
Holders Change %
+9.78%
% of All Funds
5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
61
Increased
156
Reduced
92
Closed
25
Calls
$1.24M
Puts
$188K
Net Calls
+$1.05M
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
UB
301
UMB Bank
Missouri
$22.3K +$5.95K +210 +41%
CA
302
Clearstead Advisors
Ohio
$18.4K +$8.92K +315 +112%
PS
303
Principal Securities
Iowa
$18.4K +$1.56K +55 +10%
PA
304
Parallel Advisors
California
$17.1K +$10.8K +381 +222%
Jones Financial Companies
305
Jones Financial Companies
Missouri
$17K +$113 +4 +0.7%
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$16.9K +$1.78K +63 +13%
HWA
307
Heritage Wealth Advisors
Virginia
$16.4K
LFA
308
LGT Financial Advisors
Texas
$15.8K
SCM
309
Sterling Capital Management
North Carolina
$14.3K +$13.1K +464 New
ST
310
Smithfield Trust
Pennsylvania
$13K
RA
311
Rise Advisors
New York
$13K +$142 +5 +1%
FFL
312
Financial Freedom LLC
Ohio
$12.6K +$142 +5 +1%
HPC
313
HM Payson & Co
Maine
$11.6K
AAP
314
Arax Advisory Partners
Colorado
$10.9K
EWA
315
EverSource Wealth Advisors
Alabama
$10.9K +$1.27K +45 +15%
QL
316
Quarry LP
New York
$10.2K -$78.4K -2,771 -89%
MHR
317
Matthew Hamilton Rosenberg
$7.93K +$7.28K +257 New
VWM
318
Valley Wealth Managers
New Jersey
$7.71K -$4.25K -150 -38%
Simplex Trading
319
Simplex Trading
Illinois
$7K +$4.47K +158 +190%
HIM
320
Hillsdale Investment Management
Ontario, Canada
$6.79K +$6.23K +220 New
BIA
321
Bell Investment Advisors
California
$6.51K
ME
322
McIlrath & Eck
Washington
$6.17K
PTC
323
Private Trust Company
Ohio
$6.11K +$991 +35 +21%
Bessemer Group
324
Bessemer Group
New Jersey
$6K -$1.78K -63 -24%
KFI
325
Key Financial Inc
Pennsylvania
$5.99K