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Definitive Healthcare

137 hedge funds and large institutions have $1.19B invested in Definitive Healthcare in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

18,933% more call options, than puts

Call options by funds: $571K | Put options by funds: $3K

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

41% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 37

11% more funds holding

Funds holding: 123137 (+14)

5.01% less ownership

Funds ownership: 108.29%103.28% (-5%)

30% less capital invested

Capital invested by funds: $1.69B → $1.19B (-$499M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
137
Holders Change
+14
Holders Change %
+11.38%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
40
Increased
52
Reduced
37
Closed
23
Calls
$571K
Puts
$3K
Net Calls
+$568K
Net Calls Change
+$249K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$1.08K +$1.26K +98 New
SWM
127
Spire Wealth Management
Virginia
$1K
S
128
SignatureFD
Georgia
$824 -$758 -59 -44%
TPCW
129
TD Private Client Wealth
New York
$681
AF
130
Allworth Financial
California
$626 +$604 +47 +470%
EI
131
Ellevest Inc
New York
$506 +$591 +46 New
CPG
132
Cornerstone Planning Group
New Jersey
$309 +$347 +27 New
GJIA
133
Glass Jacobson Investment Advisors
Maryland
$253 +$296 +23 New
NA
134
NewEdge Advisors
Louisiana
$242 +$411 +32 New
Neuberger Berman Group
135
Neuberger Berman Group
New York
-$36.5M -2,347,829 Closed
PIMC
136
Praesidium Investment Management Company
New York
-$13.9M -892,239 Closed
ECM
137
Element Capital Management
New York
-$6.12M -393,663 Closed
CCM
138
CAAS Capital Management
New York
-$2.57M -165,457 Closed
First Trust Advisors
139
First Trust Advisors
Illinois
-$2.27M -146,317 Closed
GKFF
140
George Kaiser Family Foundation
Oklahoma
-$638K -41,041 Closed
DTL
141
Dynamic Technology Lab
Singapore
-$573K -36,869 Closed
UBS AM
142
UBS AM
Illinois
-$480K -30,862 Closed
Principal Financial Group
143
Principal Financial Group
Iowa
-$385K -24,794 Closed
GCP
144
GSA Capital Partners
United Kingdom
-$321K -20,683 Closed
Holocene Advisors
145
Holocene Advisors
New York
-$266K -17,091 Closed
Wellington Management Group
146
Wellington Management Group
Massachusetts
-$190K -12,228 Closed
Two Sigma Investments
147
Two Sigma Investments
New York
-$172K -11,081 Closed
Ensign Peak Advisors
148
Ensign Peak Advisors
Utah
-$53K -3,400 Closed
TWM
149
Tradition Wealth Management
Minnesota
-$19K -1,251 Closed
Bessemer Group
150
Bessemer Group
New Jersey
-$12K -781 Closed

DH Hedge Fund Activity: Q4 2022 in Review

137 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Definitive Healthcare (DH) for Q4 2022, worth a combined $1.19B — down 30% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DH positions and 23 closed out — a net gain of 17 holders — while 52 added to existing stakes and 37 trimmed.

The largest buyer was Echo Street Capital Management, adding an estimated $30.4M. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $36.5M sold.

  • 137 institutional investors held Definitive Healthcare (DH) as of Q4 2022, up from 123 in Q3 2022.
  • Funds reported $1.19B of Definitive Healthcare stock for Q4 2022, down 30% quarter-over-quarter.
  • 40 funds opened new Definitive Healthcare positions in Q4 2022 and 23 closed out, a net change of +17 holders.
  • The largest Definitive Healthcare buyer in Q4 2022 was Echo Street Capital Management, an estimated $30.4M added.
  • The largest Definitive Healthcare seller in Q4 2022 was Neuberger Berman Group, an estimated $36.5M sold.

Based on aggregated 13F filings for Q4 2022.