Fidelity MSCI Health Care Index ETF
FHLC
51 hedge funds and large institutions have $199M invested in Fidelity MSCI Health Care Index ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 6 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 8
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
33% more capital invested
Capital invested by funds: $149M → $199M (+$49.8M)
11% more funds holding
Funds holding: 46 → 51 (+5)
1.76% more ownership
Funds ownership: 27.09% → 28.85% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$31.6M |
| 2 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$25.9M |
| 3 |
VF
Virtu Financial
New York
|
+$3.53M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$3.02M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$19.2M |
| 2 |
SG Americas Securities
New York
|
-$3.46M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.06M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.54M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$690K |
FHLC Hedge Fund Activity: Q2 2015 in Review
51 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2015, worth a combined $199M — up 33% from $149M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FHLC positions and 6 closed out — a net gain of 5 holders — while 28 added to existing stakes and 8 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $31.6M. The largest seller was Beaumont Financial Advisors, cutting an estimated $19.2M.
- 51 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2015, up from 46 in Q1 2015.
- Funds reported $199M of Fidelity MSCI Health Care Index ETF stock for Q2 2015, up 33% quarter-over-quarter.
- 11 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2015 and 6 closed out, a net change of +5 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2015 was Envestnet Asset Management, an estimated $31.6M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q2 2015 was Beaumont Financial Advisors, an estimated $19.2M sold.
Based on aggregated 13F filings for Q2 2015.