We are live on ! Find out more
FHLC icon

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
326
Holders Change
+33
Holders Change %
+11.26%
% of All Funds
4.75%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
57
Increased
100
Reduced
118
Closed
21
Calls
$518K
Puts
–
Net Calls
+$518K
Net Calls Change
+$142K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$23.3M
2
AWM
Aprio Wealth Management
Georgia
+$6.78M
3
RCYC
Richard C. Young & Co
Rhode Island
+$6.39M
4
Goldman Sachs
Goldman Sachs
New York
+$6.12M
5
Bank of America
Bank of America
North Carolina
+$5.78M

Top Sellers

1
FSC
Full Sail Capital
Oklahoma
-$17M
2
Ameriprise
Ameriprise
Minnesota
-$13.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$10.2M
4
CW
Connectus Wealth
Ohio
-$8.45M
5
SFCL
Strengthening Families & Communities LLC
Massachusetts
-$8.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
326
Founders Capital Management (Texas)
Texas
$343 – – –
WBC
327
West Branch Capital
Massachusetts
$75 – – –
CW
328
Connectus Wealth
Ohio
– -$8.45M -139,343 Closed
SFCL
329
Strengthening Families & Communities LLC
Massachusetts
– -$8.01M -132,156 Closed
LGA
330
Lebenthal Global Advisors
New York
– -$4.61M -76,134 Closed
CI
331
CX Institutional
Indiana
– -$764K -12,605 Closed
Marshall Wace
332
Marshall Wace
United Kingdom
– -$646K -10,670 Closed
RJT
333
Raymond James Trust
Florida
– -$568K -9,377 Closed
AF
334
Apexium Financial
Texas
– -$370K -6,114 Closed
BAM
335
Belpointe Asset Management
Nevada
– -$326K -5,383 Closed
SXL
336
Summit X LLC
Missouri
– -$280K -4,627 Closed
ACM
337
Absolute Capital Management
Pennsylvania
– -$242K -4,001 Closed
HSA
338
HBK Sorce Advisory
Pennsylvania
– -$213K -3,522 Closed
BCMLT
339
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$25.2K -400 Closed
CA
340
Crewe Advisors
Utah
– -$6.48K -107 Closed
PP
341
PFS Partners
New Jersey
– -$4.54K -75 Closed
VWM
342
Venturi Wealth Management
Texas
– -$4.12K -68 Closed
CA
343
Clearstead Advisors
Ohio
– -$3.15K -52 Closed
HGERS
344
Householder Group Estate & Retirement Specialist
Arizona
– -$2.91K -48 Closed
BC
345
Bartlett & Co
Ohio
– -$2K -34 Closed
BCWM
346
Bartlett & Co Wealth Management
Ohio
– -$2.06K -34 Closed
FAM
347
Flaharty Asset Management
Florida
– -$909 -15 Closed
FAM
348
Family Asset Management
South Carolina
– -$128 -2 Closed
10 11 12 13
14

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.