Definitive Healthcare
138 hedge funds and large institutions have $1.14B invested in Definitive Healthcare in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 17 closing their positions.
502% more call options, than puts
Call options by funds: $325K | Put options by funds: $54K
35% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 17
20% more capital invested
Capital invested by funds: $948M → $1.14B (+$193M)
3% more funds holding
Funds holding: 134 → 138 (+4)
9% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 46
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.11% less ownership
Funds ownership: 104.82% → 98.7% (-6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$11.7M |
| 2 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$4.67M |
| 3 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
+$3.83M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.8M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$39.2M |
| 2 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$8.28M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$6.85M |
| 4 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$4.74M |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
-$2.36M |
DH Hedge Fund Activity: Q4 2023 in Review
138 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Definitive Healthcare (DH) for Q4 2023, worth a combined $1.14B — up 20% from $948M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new DH positions and 17 closed out — a net gain of 6 holders — while 50 added to existing stakes and 46 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $11.7M. The largest seller was JP Morgan Chase, cutting an estimated $39.2M.
- 138 institutional investors held Definitive Healthcare (DH) as of Q4 2023, up from 134 in Q3 2023.
- Funds reported $1.14B of Definitive Healthcare stock for Q4 2023, up 20% quarter-over-quarter.
- 23 funds opened new Definitive Healthcare positions in Q4 2023 and 17 closed out, a net change of +6 holders.
- The largest Definitive Healthcare buyer in Q4 2023 was Massachusetts Financial Services, an estimated $11.7M added.
- The largest Definitive Healthcare seller in Q4 2023 was JP Morgan Chase, an estimated $39.2M sold.
Based on aggregated 13F filings for Q4 2023.