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Definitive Healthcare

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: 137134 (-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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
51
Valeo Financial Advisors
Indiana
$584K +$247K +24,604 +51%
Stifel Financial
52
Stifel Financial
Missouri
$578K +$110K +10,994 +18%
WB
53
WesBanco Bank
West Virginia
$551K +$693K +69,000 New
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$529K +$21.2K +2,110 +3%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$465K -$398K -39,594 -40%
UBS AM
56
UBS AM
Illinois
$448K
AllianceBernstein
57
AllianceBernstein
Tennessee
$445K +$154K +15,334 +38%
BTWM
58
Baker Tilly Wealth Management
Wisconsin
$400K +$503K +50,071 New
GCM
59
Ghisallo Capital Management
Massachusetts
$400K
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$391K -$39.9K -3,968 -8%
LOAME
61
Lombard Odier Asset Management (Europe)
United Kingdom
$360K
Natixis Advisors
62
Natixis Advisors
Massachusetts
$348K -$341K -33,964 -44%
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$345K +$434K +43,168 New
AG
64
Algert Global
California
$333K -$696K -69,300 -62%
CS
65
Credit Suisse
Switzerland
$326K +$42.9K +4,274 +12%
Franklin Resources
66
Franklin Resources
California
$296K +$212K +21,073 +132%
WI
67
WrapManager Inc
California
$292K +$35.8K +3,563 +11%
Legal & General Group
68
Legal & General Group
United Kingdom
$275K -$3.88K -386 -1%
First Trust Advisors
69
First Trust Advisors
Illinois
$261K +$328K +32,679 New
Osaic Holdings
70
Osaic Holdings
Arizona
$247K +$22.6K +2,254 +8%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$230K +$99.7K +9,927 +53%
RJT
72
Raymond James Trust
Florida
$229K +$4.84K +482 +2%
Skandinaviska Enskilda Banken (SEB)
73
Skandinaviska Enskilda Banken (SEB)
Sweden
$222K -$57.3K -5,700 -17%
WG
74
Winton Group
United Kingdom
$220K +$276K +27,493 New
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$211K +$61.7K +6,144 +30%

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.