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Healthcare Services Group

300 hedge funds and large institutions have $3.42B invested in Healthcare Services Group in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 106 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

3% more funds holding

Funds holding: 291300 (+9)

2% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 106

4% less capital invested

Capital invested by funds: $3.56B → $3.42B (-$137M)

3.15% less ownership

Funds ownership: 118.9%115.75% (-3.1%)

Holders
300
Holders Change
+9
Holders Change %
+3.09%
% of All Funds
6.68%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
41
Increased
108
Reduced
106
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$341M +$10.5M +248,258 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$297M +$17.9M +423,697 +6%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$169M +$12.3M +289,818 +7%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$167M -$1.72M -40,729 -1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$149M -$21.1M -499,264 -12%
WA
6
Wasatch Advisors
Utah
$136M +$411K +9,724 +0.3%
RP
7
Riverbridge Partners
Minnesota
$135M -$6.12M -144,724 -4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$116M -$10.4M -245,734 -8%
State Street
9
State Street
Massachusetts
$96.1M -$8.51M -201,297 -8%
DDC
10
DF Dent & Co
Maryland
$86.9M -$5.13M -121,314 -5%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$86M -$44.6M -1,055,679 -33%
UBS Group
12
UBS Group
Switzerland
$64.2M +$1.21M +28,663 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$60.9M -$1.7M -40,159 -3%
CCA
14
Conestoga Capital Advisors
Pennsylvania
$60.5M +$1.8M +42,670 +3%
WRF
15
Waddell & Reed Financial
Kansas
$55.2M +$4.5M +106,433 +8%
Northern Trust
16
Northern Trust
Illinois
$55.1M -$422K -9,986 -0.7%
TCM
17
TimesSquare Capital Management
New York
$53.5M +$2.52M +59,600 +5%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$53.1M -$13.4M -317,619 -19%
Goldman Sachs
19
Goldman Sachs
New York
$51.6M -$10.4M -246,982 -16%
VBA
20
Van Berkom & Associates
Quebec, Canada
$50.7M +$5.02M +118,770 +10%
Brown Advisory
21
Brown Advisory
Maryland
$47.2M -$10.9M -257,648 -18%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$44.6M +$2.71M +63,992 +6%
Ameriprise
23
Ameriprise
Minnesota
$38.4M +$1.05M +24,847 +3%
Franklin Resources
24
Franklin Resources
California
$37.5M +$121K +2,868 +0.3%
Bank of America
25
Bank of America
North Carolina
$35.6M +$6.11M +144,593 +20%

HCSG Hedge Fund Activity: Q4 2018 in Review

300 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Healthcare Services Group (HCSG) for Q4 2018, worth a combined $3.42B — down 3.9% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HCSG positions and 30 closed out — a net gain of 11 holders — while 108 added to existing stakes and 106 trimmed.

The largest buyer was Vanguard Group, adding an estimated $17.9M. The largest seller was Neuberger Berman Group, cutting an estimated $44.6M.

  • 300 institutional investors held Healthcare Services Group (HCSG) as of Q4 2018, up from 291 in Q3 2018.
  • Funds reported $3.42B of Healthcare Services Group stock for Q4 2018, down 3.9% quarter-over-quarter.
  • 41 funds opened new Healthcare Services Group positions in Q4 2018 and 30 closed out, a net change of +11 holders.
  • The largest Healthcare Services Group buyer in Q4 2018 was Vanguard Group, an estimated $17.9M added.
  • The largest Healthcare Services Group seller in Q4 2018 was Neuberger Berman Group, an estimated $44.6M sold.

Based on aggregated 13F filings for Q4 2018.