Fidelity MSCI Health Care Index ETF
FHLC
35 hedge funds and large institutions have $137M invested in Fidelity MSCI Health Care Index ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 3 closing their positions.
567% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 3
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
94% more funds holding
Funds holding: 18 → 35 (+17)
60% more capital invested
Capital invested by funds: $85.7M → $137M (+$51.4M)
3.44% less ownership
Funds ownership: 37.28% → 33.85% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$28.7M |
| 2 |
RCYC
Richard C. Young & Co
Newport,
Rhode Island
|
+$16.4M |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$6.35M |
| 4 |
Jane Street
New York
|
+$5.1M |
| 5 |
SG Americas Securities
New York
|
+$4.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$16.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.73M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.13M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$2.05M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.46M |
FHLC Hedge Fund Activity: Q4 2014 in Review
35 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q4 2014, worth a combined $137M — up 60% from $85.7M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FHLC positions and 3 closed out — a net gain of 17 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was Pinnacle Advisory Group, adding an estimated $28.7M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $16.5M.
- 35 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q4 2014, up from 18 in Q3 2014.
- Funds reported $137M of Fidelity MSCI Health Care Index ETF stock for Q4 2014, up 60% quarter-over-quarter.
- 20 funds opened new Fidelity MSCI Health Care Index ETF positions in Q4 2014 and 3 closed out, a net change of +17 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q4 2014 was Pinnacle Advisory Group, an estimated $28.7M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q4 2014 was Ladenburg Thalmann Financial Services, an estimated $16.5M sold.
Based on aggregated 13F filings for Q4 2014.