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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
BFS
126
Bradley Foster & Sargent
Connecticut
$639K -$5.48K -200 -0.9%
WFM
127
Wilmington Funds Management
Delaware
$605K -$141K -5,150 -20%
DADC
128
D.A. Davidson & Co
Montana
$581K +$25.9K +946 +5%
PA
129
Profund Advisors
Maryland
$574K -$374K -13,642 -41%
Nordea Investment Management
130
Nordea Investment Management
Sweden
$569K -$59.4K -2,168 -10%
AQR Capital Management
131
AQR Capital Management
Connecticut
$529K – – –
OA
132
OFI Advisors
Pennsylvania
$514K +$32.4K +1,181 +7%
PI
133
PineBridge Investments
New York
$508K -$46.1K -1,682 -9%
FMBTD
134
First Midwest Bank Trust Division
Illinois
$495K +$2.47K +90 +0.5%
MERSOM
135
Municipal Employees' Retirement System of Michigan
Michigan
$491K +$463K +16,900 New
Citigroup
136
Citigroup
New York
$486K -$300K -10,944 -40%
CB
137
Commerce Bank
Missouri
$484K +$25.4K +925 +6%
FWSM
138
First Wilshire Securities Management
California
$476K – – –
PCP
139
Perimeter Capital Partners
Georgia
$414K -$6.28K -229 -2%
CFA
140
Cahill Financial Advisors
Minnesota
$413K -$11K -400 -3%
ICM
141
IMS Capital Management
Oregon
$406K – – –
DBT
142
Dubuque Bank & Trust
Iowa
$396K -$18.1K -660 -5%
WDA
143
Wendell David Associates
New Hampshire
$377K – – –
U
144
UBS
Switzerland
$376K -$63.1K -2,303 -15%
AG
145
Aperio Group
California
$344K +$324K +11,832 New
KFS
146
KMS Financial Services
Washington
$340K +$24K +877 +8%
Millennium Management
147
Millennium Management
New York
$320K +$41.7K +1,521 +16%
LCP
148
Legacy Capital Partners
Wisconsin
$316K – – –
WP
149
WMS Partners
Maryland
$303K +$285K +10,395 New
CCM
150
Copeland Capital Management
Pennsylvania
$299K – – –
4 5
6
7 8

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.