We are live on ! Find out more
FHLC icon

Fidelity MSCI Health Care Index ETF

141 hedge funds and large institutions have $498M invested in Fidelity MSCI Health Care Index ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 17

81% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 32

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

14% more funds holding

Funds holding: 124141 (+17)

1.83% less ownership

Funds ownership: 34.16%32.33% (-1.8%)

6% less capital invested

Capital invested by funds: $527M → $498M (-$29.5M)

Holders
141
Holders Change
+17
Holders Change %
+13.71%
% of All Funds
3.14%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
38
Increased
58
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
26
Suntrust Banks
Georgia
$4.1M -$442K -10,061 -9%
ASN
27
Advisory Services Network
Georgia
$3.91M -$211K -4,793 -5%
Citadel Advisors
28
Citadel Advisors
Florida
$3.88M +$4.12M +93,783 New
LPL Financial
29
LPL Financial
California
$3.17M +$376K +8,556 +13%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$3.17M +$3M +68,363 +829%
VF
31
Virtu Financial
New York
$3.03M +$3.22M +73,310 New
SSW
32
Smith Shellnut Wilson
Mississippi
$2.87M +$3.05M +69,503 New
UBS Group
33
UBS Group
Switzerland
$2.76M +$155K +3,529 +6%
ECM
34
Exchange Capital Management
Michigan
$2.58M +$776K +17,658 +40%
TCM
35
Traynor Capital Management
Pennsylvania
$2.56M +$17.4K +396 +0.6%
CW
36
Cobiz Wealth
Colorado
$2.54M +$1.92M +43,704 +246%
VC
37
Vicus Capital
Pennsylvania
$2.4M +$1.56M +35,393 +156%
Ameriprise
38
Ameriprise
Minnesota
$2.38M +$2.2M +50,159 +677%
BCI
39
Brinker Capital Investments
Pennsylvania
$2.34M +$906K +20,606 +57%
AG
40
Advisor Group
Arizona
$2.32M +$109K +2,489 +5%
Mariner
41
Mariner
Kansas
$2.27M -$88.5K -2,013 -4%
AIA
42
Armor Investment Advisors
North Carolina
$2.19M +$8.79K +200 +0.4%
CA
43
Cetera Advisors
Colorado
$2.12M +$8.18K +186 +0.4%
Northern Trust
44
Northern Trust
Illinois
$2.07M -$23.1K -526 -1%
NR
45
Newfound Research
Massachusetts
$1.85M -$38.1K -868 -2%
JP Morgan Chase
46
JP Morgan Chase
New York
$1.78M +$1.69M +38,402 +809%
PCM
47
Penserra Capital Management
California
$1.48M +$1.58M +35,894 New
BFA
48
Beaumont Financial Advisors
Massachusetts
$1.44M -$21.9M -497,678 -93%
BCA
49
Bay Colony Advisors
Massachusetts
$1.41M -$15.4K -351 -1%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$1.4M +$306K +6,953 +26%