Fidelity MSCI Health Care Index ETF
FHLC
60 hedge funds and large institutions have $124M invested in Fidelity MSCI Health Care Index ETF in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
27% more capital invested
Capital invested by funds: $97.2M → $124M (+$26.3M)
26% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 19
7% more funds holding
Funds holding: 56 → 60 (+4)
3.11% more ownership
Funds ownership: 17.02% → 20.13% (+3.1%)
Top Buyers
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$9.66M |
| 2 |
SG Americas Securities
New York
|
-$2.03M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.74M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.42M |
| 5 |
VF
Virtu Financial
New York
|
-$1.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
51
Winslow Evans & Crocker
Boston,
Massachusetts
| $15.2K | – | – | – |
|
|
IWMPD
52
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| $14K | +$67 | +2 | +0.5% |
|
|
FMP
53
Financial Management Professionals
Austin,
Texas
| $12K | +$12.8K | +384 | New |
|
|
VNA
54
Valley National Advisers
Bethlehem,
Pennsylvania
| $10K | – | – | – |
|
55
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $10K | +$9.65K | +290 | New |
|
|
AA
56
AlphaMark Advisors
Ft. Wright,
Kentucky
| $7K | – | – | – |
|
|
PFS
57
Physicians Financial Services
Raleigh,
North Carolina
| $3K | – | – | – |
|
|
AWM
58
AllSquare Wealth Management
Albany,
New York
| $2K | – | – | – |
|
59
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$750K | -23,430 | Closed |
|
|
VC
60
Vicus Capital
State College,
Pennsylvania
| – | -$497K | -15,526 | Closed |
|
|
SAM
61
Shamrock Asset Management
Dallas,
Texas
| – | -$340K | -10,222 | Closed |
|
|
AIG
62
American International Group
New York
| – | -$48K | -1,504 | Closed |
|
FHLC Hedge Fund Activity: Q2 2016 in Review
60 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2016, worth a combined $124M — up 27% from $97.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FHLC positions and 4 closed out — a net gain of 4 holders — while 24 added to existing stakes and 19 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $17.9M. The largest seller was Goldman Sachs, cutting an estimated $9.66M.
- 60 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2016, up from 56 in Q1 2016.
- Funds reported $124M of Fidelity MSCI Health Care Index ETF stock for Q2 2016, up 27% quarter-over-quarter.
- 8 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2016 and 4 closed out, a net change of +4 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2016 was Envestnet Asset Management, an estimated $17.9M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q2 2016 was Goldman Sachs, an estimated $9.66M sold.
Based on aggregated 13F filings for Q2 2016.