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Fidelity MSCI Health Care Index ETF
FHLC
FHLC
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: 6 → 9 (+3)
14% more funds holding
Funds holding: 124 → 141 (+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
–
Top Buyers
Top Sellers
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$21.9M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$16.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$14.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.67M |
| 5 |
TI
TTP Investments
San Jose,
California
|
-$5.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APP
151
Avantax Planning Partners
Dubuque,
Iowa
| – | -$47K | -1,000 | Closed |
|
|
SWP
152
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$42K | -905 | Closed |
|
153
Parallax Volatility Advisers
San Francisco,
California
| – | -$33K | -752 | -100% |
|
|
SAM
154
Shamrock Asset Management
Dallas,
Texas
| – | -$23K | -502 | Closed |
|
|
TFS
155
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$5K | -108 | Closed |
|
|
RMAM
156
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| – | -$1K | -42 | Closed |
|