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Healthcare Services Group
HCSG

196 hedge funds and large institutions have $795M invested in Healthcare Services Group in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 74 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

301% more call options, than puts

Call options by funds: $365K | Put options by funds: $91K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

4.74% more ownership

Funds ownership: 99.05% → 103.79% (+4.7%)

4% more capital invested

Capital invested by funds: $767M → $795M (+$28.8M)

3% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 74

5% less funds holding

Funds holding: 207 → 196 (-11)

37% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 30

Holders
196
Holders Change
-11
Holders Change %
-5.31%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
76
Reduced
74
Closed
30
Calls
$365K
Puts
$91K
Net Calls
+$274K
Net Calls Change
+$435K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$37.2M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$7.43M
3
BlackRock
BlackRock
New York
+$7.19M
4
RA
Royce & Associates
New York
+$5.34M
5
Ameriprise
Ameriprise
Minnesota
+$5.21M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$20M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$8.75M
3
Millennium Management
Millennium Management
New York
-$7.47M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$4.71M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$140M +$7.19M +720,892 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$89.5M +$1.67M +167,779 +2%
Morgan Stanley
3
Morgan Stanley
New York
$58M +$37.2M +3,726,149 +200%
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$42.7M +$120K +12,050 +0.3%
RA
5
Royce & Associates
New York
$40.6M +$5.34M +534,791 +16%
State Street
6
State Street
Massachusetts
$29.5M +$915K +91,670 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$18.9M +$3.15M +315,167 +21%
MAMU
8
Marathon Asset Management (UK)
United Kingdom
$16.8M -$536K -53,680 -3%
Charles Schwab
9
Charles Schwab
California
$16.6M +$1.11M +111,625 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$16.6M +$664K +66,498 +4%
Assenagon Asset Management
11
Assenagon Asset Management
Luxembourg
$16.2M +$7.43M +744,527 +91%
N
12
Nuveen
North Carolina
$16.1M +$1.07M +107,612 +7%
PCM
13
Palisade Capital Management
New Jersey
$15.2M -$1.75M -175,689 -11%
HA
14
Heartland Advisors
Wisconsin
$13.9M -$3.05M -305,403 -19%
ACM
15
Azarias Capital Management
Pennsylvania
$12.3M +$740K +74,129 +7%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$9.7M +$3.16M +317,041 +51%
BIP
17
Brandes Investment Partners
California
$9.42M +$643K +64,403 +8%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$8.8M +$1.24M +123,860 +17%
Ameriprise
19
Ameriprise
Minnesota
$8.62M +$5.21M +521,857 +169%
SCM
20
Sio Capital Management
New York
$8.4M – – –
Northern Trust
21
Northern Trust
Illinois
$7.96M -$400K -40,089 -5%
Citadel Advisors
22
Citadel Advisors
Florida
$7.7M -$4.53M -453,949 -38%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$7.27M -$205K -20,523 -3%
Goldman Sachs
24
Goldman Sachs
New York
$7.09M +$3.13M +313,619 +85%
Marshall Wace
25
Marshall Wace
United Kingdom
$6.8M -$3.83M -384,010 -37%
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HCSG Hedge Fund Activity: Q4 2023 in Review

196 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Healthcare Services Group (HCSG) for Q4 2023, worth a combined $795M — up 3.8% from $767M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of HCSG and 19 opened new positions — a net loss of 11 holders — while 74 trimmed existing stakes and 76 added.

The largest buyer was Morgan Stanley, adding an estimated $37.2M. The largest seller was American Century Companies, cutting an estimated $20M.

  • 196 institutional investors held Healthcare Services Group (HCSG) as of Q4 2023, down from 207 in Q3 2023.
  • Funds reported $795M of Healthcare Services Group stock for Q4 2023, up 3.8% quarter-over-quarter.
  • 19 funds opened new Healthcare Services Group positions in Q4 2023 and 30 closed out, a net change of -11 holders.
  • The largest Healthcare Services Group buyer in Q4 2023 was Morgan Stanley, an estimated $37.2M added.
  • The largest Healthcare Services Group seller in Q4 2023 was American Century Companies, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2023.