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Healthcare Services Group

224 hedge funds and large institutions have $1.34B invested in Healthcare Services Group in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 78

2.25% less ownership

Funds ownership: 104.07%101.82% (-2.3%)

6% less funds holding

Funds holding: 239224 (-15)

21% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 56

31% less capital invested

Capital invested by funds: $1.94B → $1.34B (-$604M)

97% less call options, than puts

Call options by funds: $170K | Put options by funds: $6.08M

Holders
224
Holders Change
-15
Holders Change %
-6.28%
% of All Funds
3.45%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
82
Reduced
78
Closed
56
Calls
$170K
Puts
$6.08M
Net Calls
-$5.91M
Net Calls Change
-$2.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
201
Macquarie Group
Australia
$6K
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.24K +321 New
MTWM
203
Masso Torrence Wealth Management
New Jersey
$6K +$6.71K +345 New
CT
204
Caldwell Trust
Florida
$3.56K
Baillie Gifford & Co
205
Baillie Gifford & Co
United Kingdom
$3K
HR
206
Howe & Rusling
New York
$3K +$3.4K +175 New
NFG
207
Next Financial Group
Texas
$2K -$275K -14,126 -99%
IA
208
IFP Advisors
Florida
$2K -$12.6K -647 -85%
KFI
209
Key Financial Inc
Pennsylvania
$2K
FAG
210
Fortitude Advisory Group
Washington
$2K +$2.35K +121 New
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.57K +132 New
APA
212
American Portfolios Advisors
New York
$1.87K -$2.66K -137 -57%
MGIM
213
M&G Investment Management
United Kingdom
$1.63K +$1.76M +90,643 New
HI
214
Harbour Investments
Wisconsin
$1K -$8.05K -414 -85%
BIA
215
Bell Investment Advisors
California
$1K
BA
216
Bellwether Advisors
Nebraska
$1K
SWM
217
Selective Wealth Management
Virginia
$1K
QCG
218
Quadrant Capital Group
Ohio
$1K +$389 +20 +95%
LC
219
Lindbrook Capital
California
$1K +$894 +46 New
SC
220
Sierra Capital
Florida
$1K +$1.23K +63 New
Fidelity International
221
Fidelity International
Bermuda
-$61.5M -2,459,638 Closed
VBA
222
Van Berkom & Associates
Quebec, Canada
-$44.8M -1,793,135 Closed
GC
223
Giverny Capital
Quebec, Canada
-$9.25M -370,166 Closed
FAM
224
Fenimore Asset Management
New York
-$7.57M -303,022 Closed
Arrowstreet Capital
225
Arrowstreet Capital
Massachusetts
-$5.88M -235,500 Closed

HCSG Hedge Fund Activity: Q4 2021 in Review

224 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Healthcare Services Group (HCSG) for Q4 2021, worth a combined $1.34B — down 31% from $1.94B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of HCSG and 44 opened new positions — a net loss of 12 holders — while 78 trimmed existing stakes and 82 added.

The largest buyer was Marathon Asset Management (UK), opening a new position worth an estimated $63.6M. The largest seller was Fidelity International, exiting entirely with an estimated $61.5M sold.

  • 224 institutional investors held Healthcare Services Group (HCSG) as of Q4 2021, down from 239 in Q3 2021.
  • Funds reported $1.34B of Healthcare Services Group stock for Q4 2021, down 31% quarter-over-quarter.
  • 44 funds opened new Healthcare Services Group positions in Q4 2021 and 56 closed out, a net change of -12 holders.
  • The largest Healthcare Services Group buyer in Q4 2021 was Marathon Asset Management (UK), an estimated $63.6M added.
  • The largest Healthcare Services Group seller in Q4 2021 was Fidelity International, an estimated $61.5M sold.

Based on aggregated 13F filings for Q4 2021.