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Fidelity MSCI Health Care Index ETF

269 hedge funds and large institutions have $1.11B invested in Fidelity MSCI Health Care Index ETF in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 118 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 65

1% more capital invested

Capital invested by funds: $1.09B → $1.11B (+$13.6M)

0.92% more ownership

Funds ownership: 39.24%40.16% (+0.92%)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

3% less funds holding

Funds holding: 276269 (-7)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

Holders
269
Holders Change
-7
Holders Change %
-2.54%
% of All Funds
4.62%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.29%
New
26
Increased
118
Reduced
65
Closed
27
Calls
$594K
Puts
Net Calls
+$594K
Net Calls Change
+$229K

FHLC Hedge Fund Activity: Q3 2022 in Review

269 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q3 2022, worth a combined $1.11B — up 1.2% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FHLC and 26 opened new positions — a net loss of 1 holder — while 65 trimmed existing stakes and 118 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $17M. The largest seller was Enterprise Financial Services Corp (EFSC), exiting entirely with an estimated $3.87M sold.

  • 269 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q3 2022, down from 276 in Q2 2022.
  • Funds reported $1.11B of Fidelity MSCI Health Care Index ETF stock for Q3 2022, up 1.2% quarter-over-quarter.
  • 26 funds opened new Fidelity MSCI Health Care Index ETF positions in Q3 2022 and 27 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q3 2022 was Raymond James Financial Services Advisors, an estimated $17M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q3 2022 was Enterprise Financial Services Corp (EFSC), an estimated $3.87M sold.

Based on aggregated 13F filings for Q3 2022.