Fidelity MSCI Health Care Index ETF
FHLC
97 hedge funds and large institutions have $229M invested in Fidelity MSCI Health Care Index ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 8 closing their positions.
200% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 8
100% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 21
18% more funds holding
Funds holding: 82 → 97 (+15)
13% more capital invested
Capital invested by funds: $202M → $229M (+$26.6M)
1.29% more ownership
Funds ownership: 23.73% → 25.01% (+1.3%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$7.77M |
| 2 |
Jane Street
New York
|
+$5.23M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$4.8M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$4.74M |
| 5 |
RCYC
Richard C. Young & Co
Newport,
Rhode Island
|
+$3.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Biegel & Waller
Columbia,
Maryland
|
-$5.98M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.72M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.51M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.91M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.47M |
FHLC Hedge Fund Activity: Q4 2017 in Review
97 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q4 2017, worth a combined $229M — up 13% from $202M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FHLC positions and 8 closed out — a net gain of 16 holders — while 42 added to existing stakes and 21 trimmed.
The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $7.77M. The largest seller was Biegel & Waller, cutting an estimated $5.98M.
- 97 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q4 2017, up from 82 in Q3 2017.
- Funds reported $229M of Fidelity MSCI Health Care Index ETF stock for Q4 2017, up 13% quarter-over-quarter.
- 24 funds opened new Fidelity MSCI Health Care Index ETF positions in Q4 2017 and 8 closed out, a net change of +16 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q4 2017 was RWA Wealth Partners, an estimated $7.77M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q4 2017 was Biegel & Waller, an estimated $5.98M sold.
Based on aggregated 13F filings for Q4 2017.