Fidelity MSCI Health Care Index ETF
FHLC
326 hedge funds and large institutions have $1.3B invested in Fidelity MSCI Health Care Index ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 21 closing their positions.
171% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 21
11% more funds holding
Funds holding: 293 → 326 (+33)
5% more capital invested
Capital invested by funds: $1.23B → $1.3B (+$66.2M)
0.7% more ownership
Funds ownership: 42.06% → 42.76% (+0.7%)
15% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 118
31% less funds holding in top 10
Funds holding in top 10: 13 → 9 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$23.3M |
| 2 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
+$6.78M |
| 3 |
RCYC
Richard C. Young & Co
Newport,
Rhode Island
|
+$6.39M |
| 4 |
Goldman Sachs
New York
|
+$6.12M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSC
Full Sail Capital
Oklahoma City,
Oklahoma
|
-$17M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.8M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$10.2M |
| 4 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$8.45M |
| 5 |
SFCL
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
-$8.01M |
FHLC Hedge Fund Activity: Q4 2023 in Review
326 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q4 2023, worth a combined $1.3B — up 5.4% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new FHLC positions and 21 closed out — a net gain of 36 holders — while 100 added to existing stakes and 118 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $23.3M. The largest seller was Full Sail Capital, cutting an estimated $17M.
- 326 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q4 2023, up from 293 in Q3 2023.
- Funds reported $1.3B of Fidelity MSCI Health Care Index ETF stock for Q4 2023, up 5.4% quarter-over-quarter.
- 57 funds opened new Fidelity MSCI Health Care Index ETF positions in Q4 2023 and 21 closed out, a net change of +36 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $23.3M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q4 2023 was Full Sail Capital, an estimated $17M sold.
Based on aggregated 13F filings for Q4 2023.