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Healthcare Services Group

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.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 26

2% more funds holding

Funds holding: 203207 (+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

Holders
207
Holders Change
+4
Holders Change %
+1.97%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
71
Reduced
83
Closed
26
Calls
$225K
Puts
$386K
Net Calls
-$161K
Net Calls Change
+$87K
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
176
Financial Management Professionals
Texas
$72K
TRCT
177
Tower Research Capital (TRC)
New York
$71.3K +$29.6K +2,378 +53%
Osaic Holdings
178
Osaic Holdings
Arizona
$64.7K +$25K +2,013 +48%
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$46.6K -$83.6K -6,721 -60%
MLICM
180
Metropolitan Life Insurance Company (MetLife)
New York
$44.9K +$3.66K +294 +7%
Ohio Public Employees Retirement System (OPERS)
181
Ohio Public Employees Retirement System (OPERS)
Ohio
$40K +$410 +33 +0.9%
QL
182
Quarry LP
New York
$33.7K +$26.9K +2,160 +202%
US Bancorp
183
US Bancorp
Minnesota
$33.4K -$175K -14,095 -81%
Point72 Asset Management
184
Point72 Asset Management
Connecticut
$31.2K -$9.81K -789 -21%
KBC Group
185
KBC Group
Belgium
$30K -$34K -2,731 -49%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$29.2K -$41.1K -3,308 -54%
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.9K
Fidelity Investments
188
Fidelity Investments
Massachusetts
$18.6K -$19.7K -1,580 -47%
GWM
189
Geneos Wealth Management
Colorado
$16.1K -$87 -7 -0.5%
HT
190
Headlands Technologies
Illinois
$12.9K +$15.3K +1,233 New
S
191
SignatureFD
Georgia
$8.54K
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$8.13K -$12.6K -1,015 -57%
CAM
193
Chesapeake Asset Management
New York
$5.21K -$7.46K -600 -55%
EWA
194
EverSource Wealth Advisors
Alabama
$3.48K -$1.57K -126 -27%
PA
195
Parallel Advisors
California
$2.28K -$3.89K -313 -59%
VCM
196
Versant Capital Management
Arizona
$2.22K
NSIM
197
North Star Investment Management
Illinois
$2.09K -$15.9K -1,275 -86%
LC
198
Lindbrook Capital
California
$1.99K +$2.03K +163 +582%
KFI
199
Key Financial Inc
Pennsylvania
$1.27K
FMII
200
Farmers & Merchants Investments Inc
Nebraska
$511

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.