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GE HealthCare
GEHC

1,255 hedge funds and large institutions have $33.7B invested in GE HealthCare in 2024 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 453 increasing their positions, 413 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 80

16% more capital invested

Capital invested by funds: $29.2B → $33.7B (+$4.53B)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

6% more funds holding

Funds holding: 1,185 → 1,255 (+70)

10% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 413

6% less call options, than puts

Call options by funds: $284M | Put options by funds: $304M

1.42% less ownership

Funds ownership: 82.82% → 81.4% (-1.4%)

Holders
1,255
Holders Change
+70
Holders Change %
+5.91%
% of All Funds
18.08%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
164
Increased
453
Reduced
413
Closed
80
Calls
$284M
Puts
$304M
Net Calls
-$19.6M
Net Calls Change
-$2.32M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
+$434M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$354M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$342M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$220M
5
Citadel Advisors
Citadel Advisors
Florida
+$184M

Top Sellers

1
GE
General Electric
Ohio
-$2.58B
2
Morgan Stanley
Morgan Stanley
New York
-$478M
3
Newport Trust Company
Newport Trust Company
District of Columbia
-$337M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$177M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$72.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
826
Crestwood Advisors Group
Massachusetts
$220K +$201K +2,418 New
BEC
827
Blue Edge Capital
Virginia
$219K +$200K +2,409 New
EL
828
Essex LLC
Illinois
$218K +$200K +2,399 New
BST
829
Bath Savings Trust
Maine
$217K +$198K +2,382 New
JPWM
830
Jamison Private Wealth Management
Georgia
$216K -$17.2K -207 -8%
FMII
831
Farmers & Merchants Investments Inc
Nebraska
$215K -$1.33K -16 -0.7%
CA
832
Clearstead Advisors
Ohio
$214K +$3.5K +42 +2%
CAM
833
Cacti Asset Management
Georgia
$213K – – –
AWM
834
Aries Wealth Management
Maine
$213K +$195K +2,341 New
DA
835
Drake & Associates
Wisconsin
$213K +$195K +2,341 New
FTC
836
Farmers Trust Company
Ohio
$213K +$195K +2,339 New
DWM
837
Dakota Wealth Management
Florida
$212K -$1.12M -13,470 -85%
SCM
838
Schnieders Capital Management
California
$212K +$194K +2,332 New
CW
839
CreativeOne Wealth
Kansas
$212K +$194K +2,329 New
PFBT
840
Parkside Financial Bank & Trust
Missouri
$212K +$25K +300 +15%
LSAG
841
Lake Street Advisors Group
New Hampshire
$211K +$193K +2,322 New
H
842
HoyleCohen
California
$209K +$191K +2,299 New
WSC
843
Wellington Shields & Co
New York
$209K +$17.7K +213 +10%
TFM
844
TFC Financial Management
Massachusetts
$208K -$8.49K -102 -4%
PPWP
845
Premier Path Wealth Partners
New Jersey
$207K +$190K +2,281 New
CWS
846
Confluence Wealth Services
Pennsylvania
$207K +$189K +2,272 New
RIL
847
Rothschild Investment LLC
Illinois
$206K +$4.08K +49 +2%
PIM
848
Plato Investment Management
Australia
$206K +$188K +2,264 New
MGAM
849
McGowan Group Asset Management
Texas
$205K +$188K +2,257 New
LA
850
Legacy Advisors
Pennsylvania
$205K +$187K +2,252 New
32 33
34
35 36

GEHC Hedge Fund Activity: Q1 2024 in Review

1,255 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in GE HealthCare (GEHC) for Q1 2024, worth a combined $33.7B — up 16% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new GEHC positions and 80 closed out — a net gain of 84 holders — while 453 added to existing stakes and 413 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $434M. The largest seller was General Electric, cutting an estimated $2.58B.

  • 1,255 institutional investors held GE HealthCare (GEHC) as of Q1 2024, up from 1,185 in Q4 2023.
  • Funds reported $33.7B of GE HealthCare stock for Q1 2024, up 16% quarter-over-quarter.
  • 164 funds opened new GE HealthCare positions in Q1 2024 and 80 closed out, a net change of +84 holders.
  • The largest GE HealthCare buyer in Q1 2024 was Egerton Capital (UK), an estimated $434M added.
  • The largest GE HealthCare seller in Q1 2024 was General Electric, an estimated $2.58B sold.

Based on aggregated 13F filings for Q1 2024.