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Fidelity MSCI Health Care Index ETF
FHLC

6 hedge funds and large institutions have $31M invested in Fidelity MSCI Health Care Index ETF in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

751% more capital invested

Capital invested by funds: $3.64M → $31M (+$27.3M)

100% more funds holding

Funds holding: 3 → 6 (+3)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

20.1% more ownership

Funds ownership: 8.3% → 28.4% (+20%)

Holders
6
Holders Change
+3
Holders Change %
+100%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$24.6M
2
Citigroup
Citigroup
New York
+$1.39M
3
JG
Jefferies Group
New York
+$892K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$80.1K
5
Morgan Stanley
Morgan Stanley
New York
+$63.9K

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$92.6K

FHLC Hedge Fund Activity: Q1 2014 in Review

6 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q1 2014, worth a combined $31M — up 751% from $3.64M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FHLC positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $24.6M. The largest seller was Commonwealth Equity Services, cutting an estimated $92.6K.

  • 6 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q1 2014, up from 3 in Q4 2013.
  • Funds reported $31M of Fidelity MSCI Health Care Index ETF stock for Q1 2014, up 751% quarter-over-quarter.
  • 3 funds opened new Fidelity MSCI Health Care Index ETF positions in Q1 2014 and 0 closed out, a net change of +3 holders.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q1 2014 was Goldman Sachs, an estimated $24.6M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q1 2014 was Commonwealth Equity Services, an estimated $92.6K sold.

Based on aggregated 13F filings for Q1 2014.