Fidelity MSCI Health Care Index ETF
FHLC
220 hedge funds and large institutions have $944M invested in Fidelity MSCI Health Care Index ETF in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 82 increasing their positions, 50 reducing their positions, and 18 closing their positions.
178% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 18
64% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 50
30% more capital invested
Capital invested by funds: $725M → $944M (+$218M)
15% more funds holding
Funds holding: 191 → 220 (+29)
3.26% more ownership
Funds ownership: 35.22% → 38.48% (+3.3%)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$83.8M |
| 2 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$60.1M |
| 3 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
+$11.6M |
| 4 |
LJAC
L.J. Altfest & Co
New York
|
+$8.88M |
| 5 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$5.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$31.8M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$8.33M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.31M |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$2.68M |
| 5 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
-$2.51M |
FHLC Hedge Fund Activity: Q4 2020 in Review
220 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q4 2020, worth a combined $944M — up 30% from $725M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new FHLC positions and 18 closed out — a net gain of 32 holders — while 82 added to existing stakes and 50 trimmed.
The largest buyer was Charles Schwab, adding an estimated $83.8M. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $31.8M sold.
- 220 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q4 2020, up from 191 in Q3 2020.
- Funds reported $944M of Fidelity MSCI Health Care Index ETF stock for Q4 2020, up 30% quarter-over-quarter.
- 50 funds opened new Fidelity MSCI Health Care Index ETF positions in Q4 2020 and 18 closed out, a net change of +32 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q4 2020 was Charles Schwab, an estimated $83.8M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q4 2020 was FormulaFolio Investments, an estimated $31.8M sold.
Based on aggregated 13F filings for Q4 2020.