Fidelity MSCI Health Care Index ETF
FHLC
82 hedge funds and large institutions have $202M invested in Fidelity MSCI Health Care Index ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 6 closing their positions.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
29% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 24
12% more funds holding
Funds holding: 73 → 82 (+9)
10% more capital invested
Capital invested by funds: $184M → $202M (+$17.9M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.08% less ownership
Funds ownership: 23.81% → 23.73% (-0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.57M |
| 4 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$1.79M |
| 5 |
AIA
Allegis Investment Advisors
Idaho Falls,
Idaho
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$5.32M |
| 2 |
DLCIG
D.L. Carlson Investment Group
Concord,
New Hampshire
|
-$2.6M |
| 3 |
BW
Biegel & Waller
Columbia,
Maryland
|
-$1.72M |
| 4 |
Goldman Sachs
New York
|
-$1.1M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$927K |
FHLC Hedge Fund Activity: Q3 2017 in Review
82 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q3 2017, worth a combined $202M — up 9.7% from $184M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FHLC positions and 6 closed out — a net gain of 10 holders — while 31 added to existing stakes and 24 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $4M. The largest seller was Geneos Wealth Management, cutting an estimated $5.32M.
- 82 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q3 2017, up from 73 in Q2 2017.
- Funds reported $202M of Fidelity MSCI Health Care Index ETF stock for Q3 2017, up 9.7% quarter-over-quarter.
- 16 funds opened new Fidelity MSCI Health Care Index ETF positions in Q3 2017 and 6 closed out, a net change of +10 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q3 2017 was Ladenburg Thalmann Financial Services, an estimated $4M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q3 2017 was Geneos Wealth Management, an estimated $5.32M sold.
Based on aggregated 13F filings for Q3 2017.