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HEAL

Global X Funds Global X HealthTech ETF

40 hedge funds and large institutions have $148M invested in Global X Funds Global X HealthTech ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 13 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more funds holding

Funds holding: 1840 (+22)

121% more capital invested

Capital invested by funds: $67M → $148M (+$81M)

2.48% more ownership

Funds ownership: 6.3%8.78% (+2.5%)

Holders
40
Holders Change
+22
Holders Change %
+122.22%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
13
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$98.4M +$28.8M +535,033 +46%
CI
2
Clal Insurance
Israel
$27.5M +$27.4M +509,310 New
SWM
3
Strategic Wealth Management
Washington
$2.08M
ACM
4
Ashford Capital Management
Delaware
$1.58M +$1.47M +27,349 New
Jane Street
5
Jane Street
New York
$1.44M +$1.34M +24,953 New
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$1.32M
MIFH
7
Migdal Insurance & Financial Holdings
Israel
$1.29M +$456K +8,473 +62%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.25M +$766K +14,239 +192%
LPL Financial
9
LPL Financial
California
$1.25M +$1.16M +21,622 New
Citadel Advisors
10
Citadel Advisors
Florida
$1.22M +$373K +6,941 +49%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.16M +$98.3K +1,828 +10%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.15M +$198K +3,689 +23%
PBCM
13
Point Break Capital Management
Florida
$1.09M +$1.02M +18,900 New
Zurich Cantonal Bank
14
Zurich Cantonal Bank
Switzerland
$1.05M +$975K +18,131 New
CIBC World Market
15
CIBC World Market
Ontario, Canada
$748K +$696K +12,933 New
CRWM
16
Castle Rock Wealth Management
California
$604K +$29.6K +550 +6%
KAS
17
Kestra Advisory Services
Texas
$522K +$175K +3,246 +56%
HighTower Advisors
18
HighTower Advisors
Illinois
$503K +$179K +3,335 +62%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$497K +$462K +8,587 New
UBS Group
20
UBS Group
Switzerland
$464K +$432K +8,025 New
RJA
21
Raymond James & Associates
Florida
$400K +$372K +6,922 New
PAS
22
Park Avenue Securities
New York
$346K +$322K +5,985 New
JPLA
23
Joseph P. Lucia & Associates
New York
$299K +$278K +5,176 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$272K +$60K +1,116 +31%
CA
25
Cornerstone Advisory
Maryland
$227K +$211K +3,923 New

HEAL Hedge Fund Activity: Q4 2020 in Review

40 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q4 2020, worth a combined $148M — up 121% from $67M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HEAL positions and 0 closed out — a net gain of 22 holders — while 13 added to existing stakes and 0 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $28.8M.

  • 40 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q4 2020, up from 18 in Q3 2020.
  • Funds reported $148M of Global X Funds Global X HealthTech ETF stock for Q4 2020, up 121% quarter-over-quarter.
  • 22 funds opened new Global X Funds Global X HealthTech ETF positions in Q4 2020 and 0 closed out, a net change of +22 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q4 2020 was Mirae Asset Global Investments, an estimated $28.8M added.

Based on aggregated 13F filings for Q4 2020.