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Fidelity MSCI Health Care Index ETF
FHLC
FHLC
124 hedge funds and large institutions have $527M invested in Fidelity MSCI Health Care Index ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
115% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 13
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
67% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 30
33% more capital invested
Capital invested by funds: $395M → $527M (+$132M)
14% more funds holding
Funds holding: 109 → 124 (+15)
0.13% more ownership
Funds ownership: 34.04% → 34.16% (+0.13%)
Holders
124
Holders Change
+15
Holders Change %
+13.76%
% of All Funds
2.83%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
28
Increased
50
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$15.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.6M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$4.16M |
| 4 |
Jane Street
New York
|
-$2.56M |
| 5 |
CW
Cobiz Wealth
Denver,
Colorado
|
-$1.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FA
126
FDx Advisors
Chicago,
Illinois
| – | -$239K | -5,792 | Closed |
|
|
AWA
127
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$139K | -3,348 | Closed |
|
|
CF
128
Centaurus Financial
Anaheim,
California
| – | -$67K | -1,632 | Closed |
|
129
Rockefeller Capital Management
New York
| – | -$33K | -800 | Closed |
|
130
SEI Investments
Oaks,
Pennsylvania
| – | -$5K | -131 | Closed |
|
131
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$4K | -105 | Closed |
|
|
BCP
132
Blackhawk Capital Partners
Thiensville,
Wisconsin
| – | -$4K | -100 | Closed |
|
|
WT
133
Washington Trust
Westerly,
Rhode Island
| – | -$2K | -54 | Closed |
|
|
PFO
134
Pathstone Family Office
Englewood,
New Jersey
| – | +$45 | +1 | New |
|