Fidelity MSCI Health Care Index ETF
FHLC
12 hedge funds and large institutions have $54.3M invested in Fidelity MSCI Health Care Index ETF in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
100% more funds holding
Funds holding: 6 → 12 (+6)
75% more capital invested
Capital invested by funds: $31M → $54.3M (+$23.4M)
4.62% more ownership
Funds ownership: 28.4% → 33.01% (+4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$25.9M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$15.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.39M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$869K |
| 5 |
ACM
Argentus Capital Management
Dallas,
Texas
|
+$535K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$26.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.6M |
| 3 |
Citigroup
New York
|
-$1.4M |
FHLC Hedge Fund Activity: Q2 2014 in Review
12 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2014, worth a combined $54.3M — up 75% from $31M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FHLC positions and 3 closed out — a net gain of 6 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $25.9M. The largest seller was Goldman Sachs, exiting entirely with an estimated $26.2M sold.
- 12 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2014, up from 6 in Q1 2014.
- Funds reported $54.3M of Fidelity MSCI Health Care Index ETF stock for Q2 2014, up 75% quarter-over-quarter.
- 9 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2014 and 3 closed out, a net change of +6 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2014 was Beaumont Financial Advisors, an estimated $25.9M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q2 2014 was Goldman Sachs, an estimated $26.2M sold.
Based on aggregated 13F filings for Q2 2014.