Fidelity MSCI Health Care Index ETF
FHLC
63 hedge funds and large institutions have $170M invested in Fidelity MSCI Health Care Index ETF in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
69% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 16
17% more funds holding
Funds holding: 54 → 63 (+9)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3.76% less ownership
Funds ownership: 26.98% → 23.22% (-3.8%)
11% less capital invested
Capital invested by funds: $191M → $170M (-$20.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.6M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$5.27M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.84M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.78M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$53.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.12M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$4.45M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.66M |
| 5 |
Jane Street
New York
|
-$1.48M |
FHLC Hedge Fund Activity: Q4 2015 in Review
63 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q4 2015, worth a combined $170M — down 11% from $191M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FHLC positions and 6 closed out — a net gain of 9 holders — while 27 added to existing stakes and 16 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $16.6M. The largest seller was Pinnacle Advisory Group, exiting entirely with an estimated $53.3M sold.
- 63 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q4 2015, up from 54 in Q3 2015.
- Funds reported $170M of Fidelity MSCI Health Care Index ETF stock for Q4 2015, down 11% quarter-over-quarter.
- 15 funds opened new Fidelity MSCI Health Care Index ETF positions in Q4 2015 and 6 closed out, a net change of +9 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q4 2015 was Envestnet Asset Management, an estimated $16.6M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q4 2015 was Pinnacle Advisory Group, an estimated $53.3M sold.
Based on aggregated 13F filings for Q4 2015.