Fidelity MSCI Health Care Index ETF
FHLC
141 hedge funds and large institutions have $498M invested in Fidelity MSCI Health Care Index ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 17 closing their positions.
124% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 17
81% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 32
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
14% more funds holding
Funds holding: 124 → 141 (+17)
1.83% less ownership
Funds ownership: 34.16% → 32.33% (-1.8%)
6% less capital invested
Capital invested by funds: $527M → $498M (-$29.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$30M |
| 2 |
SMG
Spectrum Management Group
Indianapolis,
Indiana
|
+$10.8M |
| 3 |
Lazard Asset Management
New York
|
+$8.2M |
| 4 |
ECML
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
+$6.27M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$5.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$21.9M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$16.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$14.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.67M |
| 5 |
TI
TTP Investments
San Jose,
California
|
-$5.25M |
FHLC Hedge Fund Activity: Q4 2018 in Review
141 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q4 2018, worth a combined $498M — down 5.6% from $527M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new FHLC positions and 17 closed out — a net gain of 21 holders — while 58 added to existing stakes and 32 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $30M. The largest seller was Beaumont Financial Advisors, cutting an estimated $21.9M.
- 141 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q4 2018, up from 124 in Q3 2018.
- Funds reported $498M of Fidelity MSCI Health Care Index ETF stock for Q4 2018, down 5.6% quarter-over-quarter.
- 38 funds opened new Fidelity MSCI Health Care Index ETF positions in Q4 2018 and 17 closed out, a net change of +21 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $30M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q4 2018 was Beaumont Financial Advisors, an estimated $21.9M sold.
Based on aggregated 13F filings for Q4 2018.