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Healthcare Services Group

240 hedge funds and large institutions have $2.12B invested in Healthcare Services Group in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 98 increasing their positions, 71 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 71

21% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 33

3% more capital invested

Capital invested by funds: $2.06B → $2.12B (+$56.8M)

1% more call options, than puts

Call options by funds: $366K | Put options by funds: $364K

0% more funds holding

Funds holding: 240240 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.33% less ownership

Funds ownership: 117.89%117.55% (-0.33%)

Holders
240
Holders Change
Holders Change %
0%
% of All Funds
4.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
98
Reduced
71
Closed
33
Calls
$366K
Puts
$364K
Net Calls
+$2K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$223M +$14.2M +574,602 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$187M +$3.08M +124,153 +2%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$138M +$6.03M +243,585 +4%
WA
4
Wasatch Advisors
Utah
$113M +$6.83M +275,781 +6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$108M -$1.67M -67,410 -1%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$104M +$13M +525,314 +14%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$99.8M +$17M +685,863 +20%
Fidelity International
8
Fidelity International
Bermuda
$70.8M +$94.8K +3,828 +0.1%
RP
9
Riverbridge Partners
Minnesota
$64.7M -$9.75M -393,497 -13%
VBA
10
Van Berkom & Associates
Quebec, Canada
$59.8M +$101K +4,077 +0.2%
State Street
11
State Street
Massachusetts
$58M +$880K +35,530 +2%
Northern Trust
12
Northern Trust
Illinois
$33.8M -$115K -4,632 -0.3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$32.3M +$1.22M +49,252 +4%
Wells Fargo
14
Wells Fargo
California
$32M +$4.9M +197,893 +18%
Ensign Peak Advisors
15
Ensign Peak Advisors
Utah
$28.9M +$29.4M +1,187,026 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$28.5M +$5.73M +231,472 +25%
ProShare Advisors
17
ProShare Advisors
Maryland
$28.2M +$1.66M +67,102 +6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$26.6M +$778K +31,396 +3%
Ameriprise
19
Ameriprise
Minnesota
$25.1M +$174K +7,032 +0.7%
Bank of America
20
Bank of America
North Carolina
$24.7M -$903K -36,464 -3%
PCM
21
Palisade Capital Management
New Jersey
$22.7M +$3.01M +121,570 +15%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$20.2M +$2.24M +90,529 +12%
American Century Companies
23
American Century Companies
Missouri
$19.1M +$19.4M +784,320 New
Franklin Resources
24
Franklin Resources
California
$18.9M +$5.18K +209 +0%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$18.5M +$856K +34,547 +5%

HCSG Hedge Fund Activity: Q4 2019 in Review

240 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Healthcare Services Group (HCSG) for Q4 2019, worth a combined $2.12B — up 2.8% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new HCSG positions and 33 closed out — a net gain of 7 holders — while 98 added to existing stakes and 71 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $19.4M. The largest seller was Janus Henderson Group, cutting an estimated $68.5M.

  • 240 institutional investors held Healthcare Services Group (HCSG) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $2.12B of Healthcare Services Group stock for Q4 2019, up 2.8% quarter-over-quarter.
  • 40 funds opened new Healthcare Services Group positions in Q4 2019 and 33 closed out, a net change of +7 holders.
  • The largest Healthcare Services Group buyer in Q4 2019 was American Century Companies, an estimated $19.4M added.
  • The largest Healthcare Services Group seller in Q4 2019 was Janus Henderson Group, an estimated $68.5M sold.

Based on aggregated 13F filings for Q4 2019.