Fidelity MSCI Health Care Index ETF
FHLC
18 hedge funds and large institutions have $85.7M invested in Fidelity MSCI Health Care Index ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
58% more capital invested
Capital invested by funds: $54.3M → $85.7M (+$31.3M)
50% more funds holding
Funds holding: 12 → 18 (+6)
4.27% more ownership
Funds ownership: 33.01% → 37.28% (+4.3%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$13.2M |
| 2 |
Goldman Sachs
New York
|
+$4.76M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$2.9M |
| 4 |
BRCM
Bright Rock Capital Management
Hanover,
Massachusetts
|
+$2.67M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.28M |
| 2 |
JG
Jefferies Group
New York
|
-$936K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$752K |
| 4 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$47.5K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$5K |
FHLC Hedge Fund Activity: Q3 2014 in Review
18 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q3 2014, worth a combined $85.7M — up 58% from $54.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FHLC positions and 3 closed out — a net gain of 6 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $13.2M. The largest seller was Envestnet Asset Management, cutting an estimated $1.28M.
- 18 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q3 2014, up from 12 in Q2 2014.
- Funds reported $85.7M of Fidelity MSCI Health Care Index ETF stock for Q3 2014, up 58% quarter-over-quarter.
- 9 funds opened new Fidelity MSCI Health Care Index ETF positions in Q3 2014 and 3 closed out, a net change of +6 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q3 2014 was Ladenburg Thalmann Financial Services, an estimated $13.2M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q3 2014 was Envestnet Asset Management, an estimated $1.28M sold.
Based on aggregated 13F filings for Q3 2014.