Definitive Healthcare
94 hedge funds and large institutions have $2.43B invested in Definitive Healthcare in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 29 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 16
3.56% more ownership
Funds ownership: 97.72% → 101.28% (+3.6%)
2% more funds holding
Funds holding: 92 → 94 (+2)
7% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 29
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less capital invested
Capital invested by funds: $2.65B → $2.43B (-$219M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ESCM
Echo Street Capital Management
New York
|
+$79.1M |
| 2 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$35.5M |
| 3 |
JP Morgan Chase
New York
|
+$21.5M |
| 4 |
Bank of New York Mellon
New York
|
+$11.9M |
| 5 |
PIMC
Praesidium Investment Management Company
New York
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
-$40.2M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$34.2M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$23.1M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$17.2M |
| 5 |
Tiger Global Management
New York
|
-$16.4M |
DH Hedge Fund Activity: Q1 2022 in Review
94 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Definitive Healthcare (DH) for Q1 2022, worth a combined $2.43B — down 8.3% from $2.65B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new DH positions and 29 closed out — a net gain of 2 holders — while 44 added to existing stakes and 16 trimmed.
The largest buyer was Echo Street Capital Management, adding an estimated $79.1M. The largest seller was Fred Alger Management, cutting an estimated $40.2M.
- 94 institutional investors held Definitive Healthcare (DH) as of Q1 2022, up from 92 in Q4 2021.
- Funds reported $2.43B of Definitive Healthcare stock for Q1 2022, down 8.3% quarter-over-quarter.
- 31 funds opened new Definitive Healthcare positions in Q1 2022 and 29 closed out, a net change of +2 holders.
- The largest Definitive Healthcare buyer in Q1 2022 was Echo Street Capital Management, an estimated $79.1M added.
- The largest Definitive Healthcare seller in Q1 2022 was Fred Alger Management, an estimated $40.2M sold.
Based on aggregated 13F filings for Q1 2022.