Definitive Healthcare
116 hedge funds and large institutions have $2.39B invested in Definitive Healthcare in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 18 closing their positions.
672% more call options, than puts
Call options by funds: $224K | Put options by funds: $29K
133% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 18
92% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 24
23% more funds holding
Funds holding: 94 → 116 (+22)
5.41% more ownership
Funds ownership: 101.28% → 106.69% (+5.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $2.43B → $2.39B (-$41.2M)
Top Buyers
| 1 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$48M |
| 2 |
FAM
Fred Alger Management
New York
|
+$19.5M |
| 3 |
BAMCO Inc
New York
|
+$19.4M |
| 4 |
BlackRock
New York
|
+$16.3M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$11.6M |
Top Sellers
| 1 |
ESCM
Echo Street Capital Management
New York
|
-$30.2M |
| 2 |
Jennison Associates
New York
|
-$19.8M |
| 3 |
ClearBridge Investments
New York
|
-$11.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$6.57M |
| 5 |
SEM
Spectrum Equity Management
San Francisco,
California
|
-$6.05M |
DH Hedge Fund Activity: Q2 2022 in Review
116 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Definitive Healthcare (DH) for Q2 2022, worth a combined $2.39B — down 1.7% from $2.43B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new DH positions and 18 closed out — a net gain of 24 holders — while 46 added to existing stakes and 24 trimmed.
The largest buyer was Riverbridge Partners, opening a new position worth an estimated $48M. The largest seller was Echo Street Capital Management, cutting an estimated $30.2M.
- 116 institutional investors held Definitive Healthcare (DH) as of Q2 2022, up from 94 in Q1 2022.
- Funds reported $2.39B of Definitive Healthcare stock for Q2 2022, down 1.7% quarter-over-quarter.
- 42 funds opened new Definitive Healthcare positions in Q2 2022 and 18 closed out, a net change of +24 holders.
- The largest Definitive Healthcare buyer in Q2 2022 was Riverbridge Partners, an estimated $48M added.
- The largest Definitive Healthcare seller in Q2 2022 was Echo Street Capital Management, an estimated $30.2M sold.
Based on aggregated 13F filings for Q2 2022.