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Fidelity MSCI Health Care Index ETF

54 hedge funds and large institutions have $191M invested in Fidelity MSCI Health Care Index ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 5154 (+3)

4% less capital invested

Capital invested by funds: $199M → $191M (-$8.06M)

1.87% less ownership

Funds ownership: 28.85%26.98% (-1.9%)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
11
Increased
25
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change

FHLC Hedge Fund Activity: Q3 2015 in Review

54 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q3 2015, worth a combined $191M — down 4% from $199M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FHLC positions and 6 closed out — a net gain of 5 holders — while 25 added to existing stakes and 12 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $9.05M. The largest seller was Envestnet Asset Management, cutting an estimated $9.75M.

  • 54 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q3 2015, up from 51 in Q2 2015.
  • Funds reported $191M of Fidelity MSCI Health Care Index ETF stock for Q3 2015, down 4% quarter-over-quarter.
  • 11 funds opened new Fidelity MSCI Health Care Index ETF positions in Q3 2015 and 6 closed out, a net change of +5 holders.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q3 2015 was Susquehanna International Group, an estimated $9.05M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q3 2015 was Envestnet Asset Management, an estimated $9.75M sold.

Based on aggregated 13F filings for Q3 2015.