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Healthcare Services Group

257 hedge funds and large institutions have $1.97B invested in Healthcare Services Group in 2020 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

45% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 71

36% more call options, than puts

Call options by funds: $982K | Put options by funds: $724K

8% more funds holding

Funds holding: 239257 (+18)

2% less capital invested

Capital invested by funds: $2B → $1.97B (-$36.3M)

4.64% less ownership

Funds ownership: 112.63%107.99% (-4.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
257
Holders Change
+18
Holders Change %
+7.53%
% of All Funds
5.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
44
Increased
103
Reduced
71
Closed
24
Calls
$982K
Puts
$724K
Net Calls
+$258K
Net Calls Change
+$6.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
226
Tompkins Financial
New York
$18K -$6.01K -254 -26%
KPW
227
Kore Private Wealth
New York
$18K
S
228
SignatureFD
Georgia
$17K -$1.18K -50 -7%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$17K
PAG
230
Private Advisor Group
New Jersey
$16K +$15.4K +652 New
HFA
231
Hoover Financial Advisors
Pennsylvania
$15K +$14.3K +606 New
CFA
232
Carroll Financial Associates
North Carolina
$13K +$3.74K +158 +39%
PA
233
Procyon Advisors
Connecticut
$13K +$5.44K +230 +80%
PCG
234
Private Capital Group
Connecticut
$13K +$5.85K +247 +89%
CAC
235
Certified Advisory Corp
Florida
$12K
GAM
236
Gemmer Asset Management
California
$7K
RE
237
RBC Europe
United Kingdom
$6.87K
AAMU
238
Amundi Asset Management US
Massachusetts
$6K -$181K -7,656 -97%
BCA
239
Berman Capital Advisors
Georgia
$6K
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$6K
APA
241
American Portfolios Advisors
New York
$5.92K -$1.92K -81 -25%
WT
242
Washington Trust
Rhode Island
$5K -$8.88K -375 -63%
CT
243
Caldwell Trust
Florida
$4.89K
PA
244
Parallel Advisors
California
$4K +$1.06K +45 +37%
CBT
245
Central Bank & Trust
Kentucky
$3K
CFGS
246
Concourse Financial Group Securities
Alabama
$3K +$2.46K +104 New
BAM
247
Bellevue Asset Management
Washington
$2K
SFS
248
Sowell Financial Services
Arkansas
$2K
VFA
249
Valeo Financial Advisors
Indiana
$2K +$450 +19 +37%
TPCW
250
TD Private Client Wealth
New York
$1.64K

HCSG Hedge Fund Activity: Q2 2020 in Review

257 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Healthcare Services Group (HCSG) for Q2 2020, worth a combined $1.97B — down 1.8% from $2B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HCSG positions and 24 closed out — a net gain of 20 holders — while 103 added to existing stakes and 71 trimmed.

The largest buyer was Riverbridge Partners, adding an estimated $15M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $138M sold.

  • 257 institutional investors held Healthcare Services Group (HCSG) as of Q2 2020, up from 239 in Q1 2020.
  • Funds reported $1.97B of Healthcare Services Group stock for Q2 2020, down 1.8% quarter-over-quarter.
  • 44 funds opened new Healthcare Services Group positions in Q2 2020 and 24 closed out, a net change of +20 holders.
  • The largest Healthcare Services Group buyer in Q2 2020 was Riverbridge Partners, an estimated $15M added.
  • The largest Healthcare Services Group seller in Q2 2020 was William Blair Investment Management, an estimated $138M sold.

Based on aggregated 13F filings for Q2 2020.