Henry Schein
HSIC
416 hedge funds and large institutions have $8.86B invested in Henry Schein in 2013 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 128 increasing their positions, 159 reducing their positions, and 22 closing their positions.
82% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 22
17% more call options, than puts
Call options by funds: $11M | Put options by funds: $9.36M
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
10% more capital invested
Capital invested by funds: $8.02B → $8.86B (+$842M)
4% more funds holding
Funds holding: 401 → 416 (+15)
19% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 159
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$59.7M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$35M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$26.2M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$24.4M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$87.4M |
| 2 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$49M |
| 3 |
Neuberger Berman Group
New York
|
-$28.5M |
| 4 |
JP Morgan Chase
New York
|
-$19.9M |
| 5 |
Jennison Associates
New York
|
-$15.1M |
HSIC Hedge Fund Activity: Q4 2013 in Review
416 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q4 2013, worth a combined $8.86B — up 10% from $8.02B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new HSIC positions and 22 closed out — a net gain of 18 holders — while 128 added to existing stakes and 159 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $59.7M. The largest seller was Generation Investment Management, cutting an estimated $87.4M.
- 416 institutional investors held Henry Schein (HSIC) as of Q4 2013, up from 401 in Q3 2013.
- Funds reported $8.86B of Henry Schein stock for Q4 2013, up 10% quarter-over-quarter.
- 40 funds opened new Henry Schein positions in Q4 2013 and 22 closed out, a net change of +18 holders.
- The largest Henry Schein buyer in Q4 2013 was Fidelity Investments, an estimated $59.7M added.
- The largest Henry Schein seller in Q4 2013 was Generation Investment Management, an estimated $87.4M sold.
Based on aggregated 13F filings for Q4 2013.