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Healthcare Services Group
HCSG

200 hedge funds and large institutions have $2B invested in Healthcare Services Group in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 74 increasing their positions, 65 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 65

5% more capital invested

Capital invested by funds: $1.9B → $2B (+$98.2M)

4% more funds holding

Funds holding: 193 → 200 (+7)

Holders
200
Holders Change
+7
Holders Change %
+3.63%
% of All Funds
5.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
18
Increased
74
Reduced
65
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RP
Riverbridge Partners
Minnesota
+$28.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$17.5M
3
RFC
Russell Frank Company
Washington
+$7.36M
4
KCM
Kornitzer Capital Management
Kansas
+$6.59M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.62M

Top Sellers

1
William Blair & Company
William Blair & Company
Illinois
-$6.85M
2
Wells Fargo
Wells Fargo
California
-$5.62M
3
First Trust Advisors
First Trust Advisors
Illinois
-$4.37M
4
SO
STRS Ohio
Ohio
-$3.7M
5
AAMU
Amundi Asset Management US
Massachusetts
-$3.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
BG
51
Bahl & Gaynor
Ohio
$6.79M -$228K -8,314 -3%
BIM
52
BlackRock Investment Management
Delaware
$6.61M +$43K +1,568 +0.7%
Charles Schwab
53
Charles Schwab
California
$6.46M +$453K +16,535 +8%
Morgan Stanley
54
Morgan Stanley
New York
$6.19M -$178K -6,489 -3%
CCM
55
Cadence Capital Management
Massachusetts
$6.11M -$602K -21,966 -9%
NFA
56
Nationwide Fund Advisors
Ohio
$6.05M +$476K +17,377 +9%
ACM
57
American Capital Management
New York
$5.93M +$61K +2,225 +1%
HCM
58
Holland Capital Management
Illinois
$5.76M – – –
SCA
59
Summit Creek Advisors
Minnesota
$5.63M +$5.31M +193,790 New
IA
60
Icon Advisers
Colorado
$5.63M – – –
SIA
61
Sit Investment Associates
Minnesota
$5.33M +$577K +21,045 +13%
CS
62
Credit Suisse
Switzerland
$5.18M -$759K -27,676 -13%
TCM
63
Tygh Capital Management
Oregon
$5.15M +$917K +33,431 +23%
LWCFA
64
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.11M -$72.6K -2,650 -1%
First Trust Advisors
65
First Trust Advisors
Illinois
$4.79M -$4.37M -159,509 -49%
Prudential Financial
66
Prudential Financial
New Jersey
$4.66M +$30.2K +1,100 +0.7%
GF
67
Goodman Financial
Texas
$4.48M +$177K +6,470 +4%
AllianceBernstein
68
AllianceBernstein
Tennessee
$4.41M -$73.8K -2,693 -2%
MOACM
69
Mutual of America Capital Management
New York
$4.35M – – –
EAM
70
Eagle Asset Management
Florida
$4.33M +$1.54M +56,343 +61%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$4.32M -$49.3K -1,800 -1%
SIC
72
SFE Investment Counsel
California
$4.15M -$49.8K -1,815 -1%
Public Sector Pension Investment Board (PSP Investments)
73
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.11M -$781K -28,500 -17%
MAA
74
Managed Account Advisors
New Jersey
$4.02M +$132K +4,810 +4%
Invesco
75
Invesco
Georgia
$3.85M +$835K +30,440 +30%
1 2
3
4 5

HCSG Hedge Fund Activity: Q1 2014 in Review

200 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Healthcare Services Group (HCSG) for Q1 2014, worth a combined $2B — up 5.2% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HCSG positions and 10 closed out — a net gain of 8 holders — while 74 added to existing stakes and 65 trimmed.

The largest buyer was Riverbridge Partners, opening a new position worth an estimated $28.6M. The largest seller was William Blair & Company, cutting an estimated $6.85M.

  • 200 institutional investors held Healthcare Services Group (HCSG) as of Q1 2014, up from 193 in Q4 2013.
  • Funds reported $2B of Healthcare Services Group stock for Q1 2014, up 5.2% quarter-over-quarter.
  • 18 funds opened new Healthcare Services Group positions in Q1 2014 and 10 closed out, a net change of +8 holders.
  • The largest Healthcare Services Group buyer in Q1 2014 was Riverbridge Partners, an estimated $28.6M added.
  • The largest Healthcare Services Group seller in Q1 2014 was William Blair & Company, an estimated $6.85M sold.

Based on aggregated 13F filings for Q1 2014.