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.
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)
Top Buyers
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$6.29M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$6.24M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.99M |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$3.93M |
| 5 |
Goldman Sachs
New York
|
+$3.33M |
Top Sellers
| 1 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$5.25M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$5.22M |
| 3 |
PCM
Pathway Capital Management
Irvine,
California
|
-$3.87M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$3.38M |
| 5 |
Two Sigma Investments
New York
|
-$2.98M |
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.