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GE HealthCare
GEHC

1,185 hedge funds and large institutions have $29.2B invested in GE HealthCare in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 399 increasing their positions, 425 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 73

16% more capital invested

Capital invested by funds: $25.1B → $29.2B (+$4.08B)

7% more funds holding

Funds holding: 1,105 → 1,185 (+80)

1.87% more ownership

Funds ownership: 80.95% → 82.82% (+1.9%)

6% less repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 425

9% less call options, than puts

Call options by funds: $165M | Put options by funds: $182M

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

Holders
1,185
Holders Change
+80
Holders Change %
+7.24%
% of All Funds
17.28%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
167
Increased
399
Reduced
425
Closed
73
Calls
$165M
Puts
$182M
Net Calls
-$17.2M
Net Calls Change
-$2.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$466M
2
ECU
Egerton Capital (UK)
United Kingdom
+$245M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$144M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$98.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$76.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$396M
2
Ameriprise
Ameriprise
Minnesota
-$160M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$99.8M
4
GCM
Gates Capital Management
New York
-$71M
5
Norges Bank
Norges Bank
Norway
-$52.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
776
Tompkins Financial
New York
$153K +$4.34K +62 +3%
DAM
777
Delta Asset Management
Tennessee
$150K -$70 -1 -0.1%
OIA
778
Optimum Investment Advisors
Illinois
$146K – – –
BTI
779
Blue Trust Inc
Georgia
$141K +$31.9K +455 +28%
OPTFSNA
780
Old Point Trust & Financial Services N A
Virginia
$141K +$128K +1,821 New
IA
781
IFP Advisors
Florida
$141K -$35K -500 -22%
PTC
782
Private Trust Company
Ohio
$139K -$280 -4 -0.2%
PCM
783
Penserra Capital Management
California
$139K -$26.5K -378 -17%
CT
784
Cambridge Trust
Massachusetts
$138K +$350 +5 +0.3%
CTA
785
Colonial Trust Advisors
South Carolina
$136K +$11.6K +166 +10%
WT
786
Washington Trust
Rhode Island
$133K -$1.26K -18 -1%
BGAI
787
Bruce G. Allen Investments
Colorado
$132K +$120K +1,712 New
LSA
788
Leonteq Securities AG
Switzerland
$128K +$96.2K +1,374 +491%
HBT
789
Hills Bank & Trust
Iowa
$122K +$1.4K +20 +1%
MPWT
790
MassMutual Private Wealth & Trust
Connecticut
$118K +$27.2K +389 +34%
RIM
791
Rakuten Investment Management
Japan
$116K +$105K +1,493 New
LCM
792
Logan Capital Management
Pennsylvania
$115K +$18.2K +260 +21%
MA
793
Montag & Associates
Georgia
$114K – – –
CT
794
Caldwell Trust
Florida
$112K +$5.88K +84 +6%
AWM
795
Avior Wealth Management
Nebraska
$106K +$490 +7 +0.5%
TSW
796
Thompson Siegel & Walmsley
Virginia
$101K -$3.15K -45 -3%
RP
797
Rowlandmiller & Partners
Georgia
$100K +$90.7K +1,295 New
MA
798
MCF Advisors
Kentucky
$99.9K – – –
GWS
799
Glassman Wealth Services
Virginia
$97.8K -$1.19K -17 -1%
LFA
800
LGT Financial Advisors
Texas
$97.8K – – –
30 31
32
33 34

GEHC Hedge Fund Activity: Q4 2023 in Review

1,185 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in GE HealthCare (GEHC) for Q4 2023, worth a combined $29.2B — up 16% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new GEHC positions and 73 closed out — a net gain of 94 holders — while 399 added to existing stakes and 425 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $466M. The largest seller was Fidelity Investments, cutting an estimated $396M.

  • 1,185 institutional investors held GE HealthCare (GEHC) as of Q4 2023, up from 1,105 in Q3 2023.
  • Funds reported $29.2B of GE HealthCare stock for Q4 2023, up 16% quarter-over-quarter.
  • 167 funds opened new GE HealthCare positions in Q4 2023 and 73 closed out, a net change of +94 holders.
  • The largest GE HealthCare buyer in Q4 2023 was Morgan Stanley, an estimated $466M added.
  • The largest GE HealthCare seller in Q4 2023 was Fidelity Investments, an estimated $396M sold.

Based on aggregated 13F filings for Q4 2023.