We are live on ! Find out more
FHLC icon

Fidelity MSCI Health Care Index ETF

73 hedge funds and large institutions have $184M invested in Fidelity MSCI Health Care Index ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 17

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more capital invested

Capital invested by funds: $163M → $184M (+$21.1M)

0.43% more ownership

Funds ownership: 23.38%23.81% (+0.43%)

0% more funds holding

Funds holding: 7373 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
9
Increased
37
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.51M +$1.11M +30,210 +326%
CFD
27
Creative Financial Designs
Indiana
$1.51M +$718K +19,566 +98%
UBS Group
28
UBS Group
Switzerland
$1.43M +$98.4K +2,682 +8%
WAM
29
Weatherly Asset Management
California
$898K -$12.8K -350 -1%
AB
30
Atlas Brown
Kentucky
$753K -$3.23K -88 -0.4%
GRP
31
Global Retirement Partners
California
$699K -$26K -708 -4%
VC
32
Vicus Capital
Pennsylvania
$672K +$257K +7,016 +67%
TRCT
33
Tower Research Capital (TRC)
New York
$641K -$48.6K -1,324 -7%
LA
34
Lynch & Associates
Indiana
$510K +$19.3K +525 +4%
NR
35
Newfound Research
Massachusetts
$489K +$438K +11,929 +1,400%
PJSIMP
36
P.J. Schmidt Investment Management (PJS)
Wisconsin
$483K +$66.5K +1,813 +17%
IA
37
IFP Advisors
Florida
$478K +$5.17K +141 +1%
SAM
38
Shamrock Asset Management
Texas
$432K +$393K +10,705 +1,855%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$422K +$38K +1,035 +10%
FA
40
FDx Advisors
Illinois
$405K +$34.4K +939 +10%
BCI
41
Brinker Capital Investments
Pennsylvania
$347K +$53K +1,445 +19%
PAG
42
Pinnacle Advisory Group
Maryland
$337K -$49.2K -1,341 -13%
KeyBank National Association
43
KeyBank National Association
Ohio
$333K
Ameriprise
44
Ameriprise
Minnesota
$325K -$2.48M -67,713 -89%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$280K -$163K -4,437 -38%
SS
46
Sunbelt Securities
Texas
$279K +$267K +7,279 New
WPP
47
Whalerock Point Partners
Rhode Island
$267K +$255K +6,958 New
SF
48
Synovus Financial
Georgia
$238K +$228K +6,229 New
FCBT
49
First Citizens Bank & Trust
North Carolina
$228K +$219K +5,966 New
LNC
50
Lincoln National Corp
Pennsylvania
$221K +$212K +5,785 New