Definitive Healthcare
92 hedge funds and large institutions have $2.65B invested in Definitive Healthcare in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 27 closing their positions.
191% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 11
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
63% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 27
21% more funds holding
Funds holding: 76 → 92 (+16)
2.53% more ownership
Funds ownership: 95.19% → 97.72% (+2.5%)
26% less capital invested
Capital invested by funds: $3.57B → $2.65B (-$917M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$65M |
| 2 |
Neuberger Berman Group
New York
|
+$51M |
| 3 |
ClearBridge Investments
New York
|
+$47.7M |
| 4 |
JP Morgan Chase
New York
|
+$45.5M |
| 5 |
ESCM
Echo Street Capital Management
New York
|
+$33.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Advent International
Boston,
Massachusetts
|
-$73.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$23.2M |
| 3 |
Millennium Management
New York
|
-$17.5M |
| 4 |
LSCM
Light Street Capital Management
Palo Alto,
California
|
-$16.1M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$9.74M |
DH Hedge Fund Activity: Q4 2021 in Review
92 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Definitive Healthcare (DH) for Q4 2021, worth a combined $2.65B — down 26% from $3.57B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new DH positions and 27 closed out — a net gain of 17 holders — while 32 added to existing stakes and 11 trimmed.
The largest buyer was Conestoga Capital Advisors, adding an estimated $65M. The largest seller was Advent International, cutting an estimated $73.6M.
- 92 institutional investors held Definitive Healthcare (DH) as of Q4 2021, up from 76 in Q3 2021.
- Funds reported $2.65B of Definitive Healthcare stock for Q4 2021, down 26% quarter-over-quarter.
- 44 funds opened new Definitive Healthcare positions in Q4 2021 and 27 closed out, a net change of +17 holders.
- The largest Definitive Healthcare buyer in Q4 2021 was Conestoga Capital Advisors, an estimated $65M added.
- The largest Definitive Healthcare seller in Q4 2021 was Advent International, an estimated $73.6M sold.
Based on aggregated 13F filings for Q4 2021.