Healthcare Services Group
HCSG
207 hedge funds and large institutions have $767M invested in Healthcare Services Group in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 83 reducing their positions, and 26 closing their positions.
19% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 26
2% more funds holding
Funds holding: 203 → 207 (+4)
0.53% more ownership
Funds ownership: 98.52% → 99.05% (+0.53%)
14% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 83
30% less capital invested
Capital invested by funds: $1.09B → $767M (-$324M)
42% less call options, than puts
Call options by funds: $225K | Put options by funds: $386K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$13.5M |
| 2 |
SCM
Sio Capital Management
New York
|
+$10.1M |
| 3 |
ACM
Azarias Capital Management
Berwyn,
Pennsylvania
|
+$9.83M |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$8.09M |
| 5 |
Morgan Stanley
New York
|
+$6.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$28.3M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$19.9M |
| 3 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
-$13.1M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$10M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
226
Spire Wealth Management
Mclean,
Virginia
| – | -$7.46K | -500 | Closed |
|
|
PFBT
227
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$4.67K | -313 | Closed |
|
|
BG
228
Bollard Group
Boston,
Massachusetts
| – | -$4K | -262 | Closed |
|
|
HI
229
Harbour Investments
Madison,
Wisconsin
| – | -$1.55K | -104 | Closed |
|
230
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -91 | Closed |
|
|
AF
231
Allworth Financial
Folsom,
California
| – | -$195 | -13 | Closed |
|
|
C
232
Covestor
London,
United Kingdom
| – | -$124 | -10 | -38% |
|
|
DI
233
Disciplined Investments
Tulsa,
Oklahoma
| – | -$30 | -2 | Closed |
|
HCSG Hedge Fund Activity: Q3 2023 in Review
207 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Healthcare Services Group (HCSG) for Q3 2023, worth a combined $767M — down 30% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new HCSG positions and 26 closed out — a net gain of 5 holders — while 71 added to existing stakes and 83 trimmed.
The largest buyer was Royce & Associates, adding an estimated $13.5M. The largest seller was Riverbridge Partners, exiting entirely with an estimated $28.3M sold.
- 207 institutional investors held Healthcare Services Group (HCSG) as of Q3 2023, up from 203 in Q2 2023.
- Funds reported $767M of Healthcare Services Group stock for Q3 2023, down 30% quarter-over-quarter.
- 31 funds opened new Healthcare Services Group positions in Q3 2023 and 26 closed out, a net change of +5 holders.
- The largest Healthcare Services Group buyer in Q3 2023 was Royce & Associates, an estimated $13.5M added.
- The largest Healthcare Services Group seller in Q3 2023 was Riverbridge Partners, an estimated $28.3M sold.
Based on aggregated 13F filings for Q3 2023.