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Healthcare Services Group

202 hedge funds and large institutions have $820M invested in Healthcare Services Group in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

7% more capital invested

Capital invested by funds: $767M → $820M (+$52.9M)

1.65% more ownership

Funds ownership: 98.43%100.08% (+1.6%)

1% more funds holding

Funds holding: 200202 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 82

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
68
Reduced
82
Closed
24
Calls
$121K
Puts
Net Calls
+$121K
Net Calls Change
+$496K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
176
Arax Advisory Partners
Colorado
$12.7K
EWA
177
EverSource Wealth Advisors
Alabama
$12K +$1.56K +142 +15%
GI
178
GAMMA Investing
California
$11.9K -$647 -59 -5%
CPA
179
Capital Performance Advisors
California
$11.1K +$10.9K +993 New
BTI
180
Blue Trust Inc
Georgia
$10.9K +$6.98K +636 +162%
FHA
181
First Horizon Advisors
Tennessee
$9.64K +$1.95K +178 +26%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$6.85K +$1.62K +148 +32%
VWM
183
Venturi Wealth Management
Texas
$4.51K +$4.43K +404 New
PFBT
184
Parkside Financial Bank & Trust
Missouri
$4.05K +$1.89K +172 +90%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$3.74K
SCM
186
Sterling Capital Management
North Carolina
$2.92K +$2.86K +261 New
NSIM
187
North Star Investment Management
Illinois
$2.23K
SAM
188
Smartleaf Asset Management
Massachusetts
$2.13K +$439 +40 +26%
VCM
189
Versant Capital Management
Arizona
$1.89K
Bessemer Group
190
Bessemer Group
New Jersey
$1K +$1.26K +115 New
IAIM
191
International Assets Investment Management
Florida
$921 +$103K +9,371 +1,017%
RIL
192
Rothschild Investment LLC
Illinois
$894 +$878 +80 New
UB
193
UMB Bank
Missouri
$827
TWD
194
True Wealth Design
Ohio
$637 +$625 +57 New
FMII
195
Farmers & Merchants Investments Inc
Nebraska
$547
LC
196
Lindbrook Capital
California
$480
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$391 +$384 +35 New
PA
198
Parallel Advisors
California
$212
MFG
199
Mendota Financial Group
Wisconsin
$90 +$88 +8 New
HNB
200
Huntington National Bank
Ohio
$11

HCSG Hedge Fund Activity: Q3 2024 in Review

202 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Healthcare Services Group (HCSG) for Q3 2024, worth a combined $820M — up 6.9% from $767M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new HCSG positions and 24 closed out — a net gain of 3 holders — while 68 added to existing stakes and 82 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $21M. The largest seller was Boone Capital Management, exiting entirely with an estimated $9.24M sold.

  • 202 institutional investors held Healthcare Services Group (HCSG) as of Q3 2024, up from 200 in Q2 2024.
  • Funds reported $820M of Healthcare Services Group stock for Q3 2024, up 6.9% quarter-over-quarter.
  • 27 funds opened new Healthcare Services Group positions in Q3 2024 and 24 closed out, a net change of +3 holders.
  • The largest Healthcare Services Group buyer in Q3 2024 was Goldman Sachs, an estimated $21M added.
  • The largest Healthcare Services Group seller in Q3 2024 was Boone Capital Management, an estimated $9.24M sold.

Based on aggregated 13F filings for Q3 2024.