Fidelity MSCI Health Care Index ETF
FHLC
152 hedge funds and large institutions have $446M invested in Fidelity MSCI Health Care Index ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 16 closing their positions.
44% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 16
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
13% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 46
4% more funds holding
Funds holding: 146 → 152 (+6)
2.56% less ownership
Funds ownership: 33.43% → 30.86% (-2.6%)
15% less capital invested
Capital invested by funds: $527M → $446M (-$81.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$5.78M |
| 2 |
Goldman Sachs
New York
|
+$1.72M |
| 3 |
KCM
Karp Capital Management
Sausalito,
California
|
+$1.45M |
| 4 |
LFS
Legacy Financial Strategies
Overland Park,
Kansas
|
+$1.18M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$49.6M |
| 2 |
SMG
Spectrum Management Group
Indianapolis,
Indiana
|
-$13.1M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$6.14M |
| 4 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.34M |
FHLC Hedge Fund Activity: Q3 2019 in Review
152 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q3 2019, worth a combined $446M — down 15% from $527M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FHLC positions and 16 closed out — a net gain of 7 holders — while 52 added to existing stakes and 46 trimmed.
The largest buyer was Virtu Financial, adding an estimated $5.78M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $49.6M.
- 152 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q3 2019, up from 146 in Q2 2019.
- Funds reported $446M of Fidelity MSCI Health Care Index ETF stock for Q3 2019, down 15% quarter-over-quarter.
- 23 funds opened new Fidelity MSCI Health Care Index ETF positions in Q3 2019 and 16 closed out, a net change of +7 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q3 2019 was Virtu Financial, an estimated $5.78M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q3 2019 was Charles Schwab Investment Advisory, an estimated $49.6M sold.
Based on aggregated 13F filings for Q3 2019.