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HEAL

Global X Funds Global X HealthTech ETF

71 hedge funds and large institutions have $252M invested in Global X Funds Global X HealthTech ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 6

340% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 5

78% more funds holding

Funds holding: 4071 (+31)

70% more capital invested

Capital invested by funds: $148M → $252M (+$104M)

1.65% more ownership

Funds ownership: 8.78%10.43% (+1.6%)

Holders
71
Holders Change
+31
Holders Change %
+77.5%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
22
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Clal Insurance
Israel
$103M +$79M +1,290,690 +253%
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$58.8M +$62.7M +1,025,000 New
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$46.1M -$54.9M -898,066 -53%
UBS Group
4
UBS Group
Switzerland
$5.57M +$5.45M +89,039 +1,110%
PF
5
Phoenix Financial
Israel
$3.68M +$3.93M +64,224 New
MIFH
6
Migdal Insurance & Financial Holdings
Israel
$3.49M +$2.36M +38,629 +174%
LPL Financial
7
LPL Financial
California
$3.15M +$2.03M +33,238 +154%
ACM
8
Ashford Capital Management
Delaware
$2.55M +$1.05M +17,137 +63%
SWM
9
Strategic Wealth Management
Washington
$2.06M
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.59M +$374K +6,118 +28%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$1.32M
MML Investors Services
12
MML Investors Services
Massachusetts
$1.28M +$145K +2,376 +12%
Jane Street
13
Jane Street
New York
$1.26M -$178K -2,912 -12%
EDRH
14
Edmond de Rothschild Holding
Switzerland
$1.11M +$1.18M +19,283 New
PBCM
15
Point Break Capital Management
Florida
$1.08M
Zurich Cantonal Bank
16
Zurich Cantonal Bank
Switzerland
$1.07M +$65.5K +1,070 +6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$980K +$839K +13,709 +404%
SHWM
18
Silicon Hills Wealth Management
Texas
$979K +$1.04M +17,068 New
BCV
19
Banque Cantonale Vaudoise
Switzerland
$935K +$998K +16,304 New
Nomura Asset Management
20
Nomura Asset Management
Japan
$870K +$928K +15,167 New
HighTower Advisors
21
HighTower Advisors
Illinois
$860K +$385K +6,289 +72%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$859K +$391K +6,383 +74%
RJA
23
Raymond James & Associates
Florida
$772K +$400K +6,540 +94%
CRWM
24
Castle Rock Wealth Management
California
$611K +$57.9K +946 +10%
OAM
25
Occidental Asset Management
California
$549K +$586K +9,574 New

HEAL Hedge Fund Activity: Q1 2021 in Review

71 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q1 2021, worth a combined $252M — up 70% from $148M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new HEAL positions and 6 closed out — a net gain of 31 holders — while 22 added to existing stakes and 5 trimmed.

The largest buyer was Clal Insurance, adding an estimated $79M. The largest seller was Mirae Asset Global Investments, cutting an estimated $54.9M.

  • 71 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q1 2021, up from 40 in Q4 2020.
  • Funds reported $252M of Global X Funds Global X HealthTech ETF stock for Q1 2021, up 70% quarter-over-quarter.
  • 37 funds opened new Global X Funds Global X HealthTech ETF positions in Q1 2021 and 6 closed out, a net change of +31 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q1 2021 was Clal Insurance, an estimated $79M added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q1 2021 was Mirae Asset Global Investments, an estimated $54.9M sold.

Based on aggregated 13F filings for Q1 2021.