Fidelity MSCI Health Care Index ETF
FHLC
179 hedge funds and large institutions have $575M invested in Fidelity MSCI Health Care Index ETF in 2019 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 16 closing their positions.
194% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 16
51% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 41
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
29% more capital invested
Capital invested by funds: $446M → $575M (+$129M)
18% more funds holding
Funds holding: 152 → 179 (+27)
3.22% more ownership
Funds ownership: 30.86% → 34.08% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$10.3M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$8.41M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.55M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$5.31M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$4.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$6.06M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$3.5M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$3.02M |
| 4 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$1.83M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.76M |
FHLC Hedge Fund Activity: Q4 2019 in Review
179 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q4 2019, worth a combined $575M — up 29% from $446M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new FHLC positions and 16 closed out — a net gain of 31 holders — while 62 added to existing stakes and 41 trimmed.
The largest buyer was Bank of America, adding an estimated $10.3M. The largest seller was Virtu Financial, exiting entirely with an estimated $6.06M sold.
- 179 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q4 2019, up from 152 in Q3 2019.
- Funds reported $575M of Fidelity MSCI Health Care Index ETF stock for Q4 2019, up 29% quarter-over-quarter.
- 47 funds opened new Fidelity MSCI Health Care Index ETF positions in Q4 2019 and 16 closed out, a net change of +31 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q4 2019 was Bank of America, an estimated $10.3M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q4 2019 was Virtu Financial, an estimated $6.06M sold.
Based on aggregated 13F filings for Q4 2019.