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Henry Schein

557 hedge funds and large institutions have $8.76B invested in Henry Schein in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 161 increasing their positions, 216 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

652% more call options, than puts

Call options by funds: $117M | Put options by funds: $15.6M

31% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 70

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3% more funds holding

Funds holding: 540557 (+17)

0.31% more ownership

Funds ownership: 102.7%103.01% (+0.31%)

1% less capital invested

Capital invested by funds: $8.86B → $8.76B (-$103M)

25% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 216

Holders
557
Holders Change
+17
Holders Change %
+3.15%
% of All Funds
7.47%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
92
Increased
161
Reduced
216
Closed
70
Calls
$117M
Puts
$15.6M
Net Calls
+$101M
Net Calls Change
+$92M
Name Holding Trade Value Shares
Change
Change in
Stake
STCG
301
Speece Thorson Capital Group
Minnesota
$481K -$17M -229,891 -97%
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$481K +$6.35K +86 +1%
SCM
303
Sterling Capital Management
North Carolina
$470K -$52.3K -708 -9%
CM
304
Caption Management
Oklahoma
$470K +$507K +6,862 New
NB
305
Norinchukin Bank
Japan
$463K +$64.9K +879 +15%
FG
306
Fiduciary Group
Georgia
$460K
LSERS
307
Louisiana State Employees Retirement System
Louisiana
$459K
Commonwealth Equity Services
308
Commonwealth Equity Services
Massachusetts
$451K -$159K -2,156 -25%
CIM
309
Contravisory Investment Management
Massachusetts
$448K +$483K +6,539 New
SAM
310
Securian Asset Management
Minnesota
$448K -$7.38K -100 -2%
Bessemer Group
311
Bessemer Group
New Jersey
$446K -$3.99K -54 -0.8%
KAS
312
Kestra Advisory Services
Texas
$433K -$11.6K -157 -2%
SRC
313
Shufro Rose & Co
New York
$433K
CP
314
CenterBook Partners
Connecticut
$433K +$466K +6,317 New
AssetMark Inc
315
AssetMark Inc
California
$425K +$456K +6,175 +24,700%
LWANC
316
Laurel Wealth Advisors (North Carolina)
North Carolina
$424K
NGA
317
Naples Global Advisors
Florida
$423K
LC
318
Lincoln Capital
Nebraska
$420K
OSAM
319
O'Shaughnessy Asset Management
Connecticut
$414K +$125K +1,689 +39%
PWM
320
Perigon Wealth Management
California
$412K -$3.54K -48 -0.8%
MSRPS
321
Maryland State Retirement & Pension System
Maryland
$403K -$105K -1,417 -19%
NMERB
322
New Mexico Educational Retirement Board
New Mexico
$401K -$14.8K -200 -3%
SFA
323
Sequoia Financial Advisors
Ohio
$399K -$20.6K -279 -5%
DSC
324
Duncker Streett & Co
Missouri
$398K
CWM
325
Congress Wealth Management
Massachusetts
$398K +$425K +5,750 New

HSIC Hedge Fund Activity: Q1 2025 in Review

557 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q1 2025, worth a combined $8.76B — down 1.2% from $8.86B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HSIC positions and 70 closed out — a net gain of 22 holders — while 161 added to existing stakes and 216 trimmed.

The largest buyer was Kohlberg Kravis Roberts & Co, opening a new position worth an estimated $887M. The largest seller was Generation Investment Management, exiting entirely with an estimated $190M sold.

  • 557 institutional investors held Henry Schein (HSIC) as of Q1 2025, up from 540 in Q4 2024.
  • Funds reported $8.76B of Henry Schein stock for Q1 2025, down 1.2% quarter-over-quarter.
  • 92 funds opened new Henry Schein positions in Q1 2025 and 70 closed out, a net change of +22 holders.
  • The largest Henry Schein buyer in Q1 2025 was Kohlberg Kravis Roberts & Co, an estimated $887M added.
  • The largest Henry Schein seller in Q1 2025 was Generation Investment Management, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2025.