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GE HealthCare

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: 1,1051,185 (+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: 1413 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1151
Trifecta Capital Advisors
Illinois
$851 -$33.8K -483 -98%
MTIC
1152
Missouri Trust & Investment Company
Missouri
$851
SFCL
1153
Strengthening Families & Communities LLC
Massachusetts
$851
Canada Pension Plan Investment Board
1154
Canada Pension Plan Investment Board
Ontario, Canada
$773 -$1.4M -19,980 -100%
RTL
1155
Red Tortoise LLC
Georgia
$773
MSFP
1156
Mark Sheptoff Financial Planning
Connecticut
$696
CWAF
1157
Core Wealth Advisors (Florida)
Florida
$619
HH
1158
HWG Holdings
Texas
$619
ACA
1159
American Capital Advisory
Idaho
$619 +$560 +8 New
BMC
1160
Bear Mountain Capital
Washington
$600 +$560 +8 New
RG
1161
Retirement Group
California
$542
EAM
1162
Eukles Asset Management
Ohio
$541
PBK
1163
Peoples Bank (Kansas)
Kansas
$541
GAG
1164
Goodman Advisory Group
Massachusetts
$464
WA
1165
WestEnd Advisors
North Carolina
$464 +$70 +1 +20%
AFWM
1166
Abich Financial Wealth Management
Virginia
$464 +$420 +6 New
CAM
1167
ClariVest Asset Management
California
$388 +$70 +1 +25%
FW
1168
Fairway Wealth
Ohio
$387 +$350 +5 New
IWA
1169
IBEX Wealth Advisors
New Jersey
$385 -$386K -5,506 -100%
LF
1170
Lee Financial
Texas
$310 -$8.75K -125 -97%
GWSA
1171
Global Wealth Strategies & Associates
Colorado
$309 -$1.4K -20 -83%
DRS
1172
Deane Retirement Strategies
Louisiana
$309
LOIP
1173
Live Oak Investment Partners
Texas
$309
LAM
1174
Lummis Asset Management
Texas
$309 +$280 +4 New
NMM
1175
Naples Money Management
Florida
$309 +$280 +4 New