Fidelity MSCI Health Care Index ETF
FHLC
66 hedge funds and large institutions have $112M invested in Fidelity MSCI Health Care Index ETF in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 7 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 12
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
10% more funds holding
Funds holding: 60 → 66 (+6)
2.08% less ownership
Funds ownership: 20.13% → 18.05% (-2.1%)
9% less capital invested
Capital invested by funds: $124M → $112M (-$11.4M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$4.85M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$3.25M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.03M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.92M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$20.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.21M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$3.93M |
| 4 |
HFA
High Falls Advisors
Rochester,
New York
|
-$2.02M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.54M |
FHLC Hedge Fund Activity: Q3 2016 in Review
66 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q3 2016, worth a combined $112M — down 9.3% from $124M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FHLC positions and 7 closed out — a net gain of 7 holders — while 32 added to existing stakes and 12 trimmed.
The largest buyer was Virtu Financial, adding an estimated $4.85M. The largest seller was Pinnacle Advisory Group, exiting entirely with an estimated $20.7M sold.
- 66 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q3 2016, up from 60 in Q2 2016.
- Funds reported $112M of Fidelity MSCI Health Care Index ETF stock for Q3 2016, down 9.3% quarter-over-quarter.
- 14 funds opened new Fidelity MSCI Health Care Index ETF positions in Q3 2016 and 7 closed out, a net change of +7 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q3 2016 was Virtu Financial, an estimated $4.85M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q3 2016 was Pinnacle Advisory Group, an estimated $20.7M sold.
Based on aggregated 13F filings for Q3 2016.