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Definitive Healthcare
DH

134 hedge funds and large institutions have $948M invested in Definitive Healthcare in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $231K | Put options by funds: $145K

54% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 37

1.65% less ownership

Funds ownership: 106.47% → 104.82% (-1.7%)

2% less funds holding

Funds holding: 137 → 134 (-3)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

27% less capital invested

Capital invested by funds: $1.29B → $948M (-$342M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
134
Holders Change
-3
Holders Change %
-2.19%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
57
Reduced
37
Closed
20
Calls
$231K
Puts
$145K
Net Calls
+$86K
Net Calls Change
+$80K

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.29M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$6.24M
3
Bank of America
Bank of America
North Carolina
+$3.99M
4
Comerica Bank
Comerica Bank
Texas
+$3.93M
5
Goldman Sachs
Goldman Sachs
New York
+$3.33M

Top Sellers

1
CCA
Conestoga Capital Advisors
Pennsylvania
-$5.25M
2
Marshall Wace
Marshall Wace
United Kingdom
-$5.22M
3
PCM
Pathway Capital Management
California
-$3.87M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.38M
5
Two Sigma Investments
Two Sigma Investments
New York
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$3.34M +$3.33M +331,956 +384%
Comerica Bank
27
Comerica Bank
Texas
$3.13M +$3.93M +391,394 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$3.06M +$1.13M +112,718 +42%
ECM
29
ExodusPoint Capital Management
New York
$2.97M +$2.71M +269,535 +265%
Charles Schwab
30
Charles Schwab
California
$2.81M +$426K +42,431 +14%
Voloridge Investment Management
31
Voloridge Investment Management
Florida
$2.39M +$137K +13,647 +5%
SEI Investments
32
SEI Investments
Pennsylvania
$2.35M -$2.14K -213 -0.1%
AACP
33
Advantage Alpha Capital Partners
California
$2.33M +$820K +81,599 +39%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.29M +$270K +26,839 +10%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$2.29M +$138K +13,733 +5%
Victory Capital Management
36
Victory Capital Management
Texas
$2.15M +$1.1M +109,463 +68%
Ameriprise
37
Ameriprise
Minnesota
$2.02M -$49.9K -4,970 -2%
Wells Fargo
38
Wells Fargo
California
$1.69M -$102K -10,122 -5%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$1.31M +$232K +23,072 +16%
Two Sigma Investments
40
Two Sigma Investments
New York
$1.29M -$2.98M -296,580 -65%
DFCM
41
Dark Forest Capital Management
Puerto Rico
$1.02M +$959K +95,464 +296%
OAM
42
Oppenheimer Asset Management
New York
$857K -$17.1K -1,698 -2%
Mirae Asset Global Investments
43
Mirae Asset Global Investments
South Korea
$846K -$65.9K -6,563 -6%
Swiss National Bank
44
Swiss National Bank
Switzerland
$774K +$32.1K +3,200 +3%
N
45
Nuveen
North Carolina
$738K -$3.13K -312 -0.3%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$733K -$629K -62,600 -41%
URS
47
Utah Retirement Systems
Utah
$723K +$909K +90,449 New
Marshall Wace
48
Marshall Wace
United Kingdom
$673K -$5.22M -519,292 -86%
Truist Financial
49
Truist Financial
North Carolina
$663K +$12.8K +1,276 +2%
M&T Bank
50
M&T Bank
New York
$644K +$476K +47,394 +143%
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DH Hedge Fund Activity: Q3 2023 in Review

134 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Definitive Healthcare (DH) for Q3 2023, worth a combined $948M — down 27% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of DH and 17 opened new positions — a net loss of 3 holders — while 37 trimmed existing stakes and 57 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $6.29M. The largest seller was Conestoga Capital Advisors, cutting an estimated $5.25M.

  • 134 institutional investors held Definitive Healthcare (DH) as of Q3 2023, down from 137 in Q2 2023.
  • Funds reported $948M of Definitive Healthcare stock for Q3 2023, down 27% quarter-over-quarter.
  • 17 funds opened new Definitive Healthcare positions in Q3 2023 and 20 closed out, a net change of -3 holders.
  • The largest Definitive Healthcare buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $6.29M added.
  • The largest Definitive Healthcare seller in Q3 2023 was Conestoga Capital Advisors, an estimated $5.25M sold.

Based on aggregated 13F filings for Q3 2023.