Fidelity MSCI Health Care Index ETF
FHLC
335 hedge funds and large institutions have $943M invested in Fidelity MSCI Health Care Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 113 increasing their positions, 107 reducing their positions, and 34 closing their positions.
74% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 34
16% more capital inflows, than outflows
Capital inflows: $140M | Capital outflows: $120M
5% more funds holding
Funds holding: 318 → 335 (+17)
6% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 107
0.65% more ownership
Funds ownership: 35.35% → 36% (+0.65%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$10M |
| 2 |
LPL Financial
San Diego,
California
|
+$9.37M |
| 3 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
+$6.59M |
| 4 |
AGF Management
Toronto,
Ontario, Canada
|
+$6.2M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$6.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Clal Insurance
Tel-Aviv,
Israel
|
-$23.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.5M |
| 3 |
SFCL
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
-$10.4M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$9.71M |
| 5 |
Goldman Sachs
New York
|
-$8.5M |
FHLC Hedge Fund Activity: Q4 2024 in Review
335 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q4 2024, worth a combined $943M — down 11% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new FHLC positions and 34 closed out — a net gain of 25 holders — while 113 added to existing stakes and 107 trimmed.
The largest buyer was Apollon Wealth Management, opening a new position worth an estimated $10M. The largest seller was Clal Insurance, exiting entirely with an estimated $23.7M sold.
- 335 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q4 2024, up from 318 in Q3 2024.
- Funds reported $943M of Fidelity MSCI Health Care Index ETF stock for Q4 2024, down 11% quarter-over-quarter.
- 59 funds opened new Fidelity MSCI Health Care Index ETF positions in Q4 2024 and 34 closed out, a net change of +25 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q4 2024 was Apollon Wealth Management, an estimated $10M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q4 2024 was Clal Insurance, an estimated $23.7M sold.
Based on aggregated 13F filings for Q4 2024.