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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
HNB
126
Huntington National Bank
Ohio
$887 -$60 -6 -5%
CTWM
127
Cherry Tree Wealth Management
Minnesota
$616
SWM
128
Spire Wealth Management
Virginia
$607
LC
129
Lindbrook Capital
California
$503 -$9.73K -969 -94%
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$479 +$191 +19 +46%
PA
131
Parallel Advisors
California
$471
PCM
132
Pathway Capital Management
California
-$3.87M -351,836 Closed
Citadel Advisors
133
Citadel Advisors
Florida
-$1.04M -103,088 Closed
Connor, Clark & Lunn Investment Management (CC&L)
134
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.01M -91,986 Closed
N
135
Numerai
California
-$790K -71,816 Closed
WANY
136
Wealthspire Advisors (New York)
New York
-$605K -55,000 Closed
SFI
137
Susquehanna Fundamental Investments
Pennsylvania
-$375K -34,113 Closed
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
-$200K -18,210 Closed
BF
139
BOK Financial
Oklahoma
-$197K -17,948 Closed
AIM
140
Aigen Investment Management
New York
-$195K -17,755 Closed
Squarepoint
141
Squarepoint
New York
-$149K -13,530 Closed
FA
142
FDx Advisors
Illinois
-$129K -11,693 Closed
DTL
143
Dynamic Technology Lab
Singapore
-$125K -11,348 Closed
Tudor Investment Corp
144
Tudor Investment Corp
Connecticut
-$124K -11,309 Closed
IWP
145
Icon Wealth Partners
Texas
-$121K -10,977 Closed
Simplex Trading
146
Simplex Trading
Illinois
-$17.4K -1,735 -97%
QCG
147
Quadrant Capital Group
Ohio
-$6.71K -611 Closed
BG
148
Bollard Group
Massachusetts
-$1K -134 Closed
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
-$1.14K -104 Closed
IA
150
IFP Advisors
Florida
-$517 -47 Closed

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.