Fidelity MSCI Health Care Index ETF
FHLC
98 hedge funds and large institutions have $358M invested in Fidelity MSCI Health Care Index ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 11 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
62% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 26
57% more capital invested
Capital invested by funds: $229M → $358M (+$130M)
7.58% more ownership
Funds ownership: 25.01% → 32.59% (+7.6%)
1% more funds holding
Funds holding: 97 → 98 (+1)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
12% less call options, than puts
Call options by funds: $203K | Put options by funds: $231K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$116M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$16.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$11.4M |
| 5 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$4.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Biegel & Waller
Columbia,
Maryland
|
-$5.94M |
| 2 |
BRCM
Bright Rock Capital Management
Hanover,
Massachusetts
|
-$5.37M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$4.94M |
| 4 |
Jane Street
New York
|
-$3.66M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.01M |
FHLC Hedge Fund Activity: Q1 2018 in Review
98 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q1 2018, worth a combined $358M — up 57% from $229M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FHLC positions and 11 closed out — a net gain of 1 holder — while 42 added to existing stakes and 26 trimmed.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $116M. The largest seller was Biegel & Waller, exiting entirely with an estimated $5.94M sold.
- 98 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q1 2018, up from 97 in Q4 2017.
- Funds reported $358M of Fidelity MSCI Health Care Index ETF stock for Q1 2018, up 57% quarter-over-quarter.
- 12 funds opened new Fidelity MSCI Health Care Index ETF positions in Q1 2018 and 11 closed out, a net change of +1 holder.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q1 2018 was Charles Schwab Investment Advisory, an estimated $116M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q1 2018 was Biegel & Waller, an estimated $5.94M sold.
Based on aggregated 13F filings for Q1 2018.