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Henry Schein

551 hedge funds and large institutions have $8.46B invested in Henry Schein in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 152 increasing their positions, 230 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $150M | Put options by funds: $32M

3% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 67

1% less funds holding

Funds holding: 559551 (-8)

6.39% less ownership

Funds ownership: 111.34%104.95% (-6.4%)

15% less capital invested

Capital invested by funds: $9.91B → $8.46B (-$1.45B)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

34% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 230

Holders
551
Holders Change
-8
Holders Change %
-1.43%
% of All Funds
7.23%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.14%
New
65
Increased
152
Reduced
230
Closed
67
Calls
$150M
Puts
$32M
Net Calls
+$118M
Net Calls Change
-$38.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$435K -$31.5K -455 -6%
JF
302
Jump Financial
Illinois
$434K +$453K +6,538 New
SRC
303
Shufro Rose & Co
New York
$433K
KAS
304
Kestra Advisory Services
Texas
$427K +$4.43K +64 +1%
AIM
305
Aigen Investment Management
New York
$424K +$442K +6,381 New
VA
306
Vident Advisory
Georgia
$413K -$14.1K -204 -3%
Bessemer Group
307
Bessemer Group
New Jersey
$411K -$7.48K -108 -2%
NGA
308
Naples Global Advisors
Florida
$410K
STCG
309
Speece Thorson Capital Group
Minnesota
$409K
LWANC
310
Laurel Wealth Advisors (North Carolina)
North Carolina
$409K +$5.19K +75 +1%
Mitsubishi UFJ Trust & Banking
311
Mitsubishi UFJ Trust & Banking
Japan
$399K +$213K +3,079 +105%
HIMCH
312
Hartford Investment Management Co (HIMCO)
Connecticut
$398K -$91K -1,314 -18%
NB
313
Norinchukin Bank
Japan
$398K -$79.3K -1,145 -16%
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$391K -$19.7K -285 -5%
IP
315
Isthmus Partners
Wisconsin
$391K -$288K -4,163 -41%
Aberdeen Group
316
Aberdeen Group
United Kingdom
$387K -$127K -1,832 -24%
PWM
317
Perigon Wealth Management
California
$387K -$1.8K -26 -0.4%
DSC
318
Duncker Streett & Co
Missouri
$386K
Sumitomo Mitsui Trust Group
319
Sumitomo Mitsui Trust Group
Japan
$384K -$33.5K -484 -8%
Truist Financial
320
Truist Financial
North Carolina
$368K +$12.1K +175 +3%
NMERB
321
New Mexico Educational Retirement Board
New Mexico
$362K -$27.7K -400 -7%
AO
322
Advisor OS
Illinois
$360K +$376K +5,425 New
LSERS
323
Louisiana State Employees Retirement System
Louisiana
$358K -$69.2K -1,000 -16%
GAM
324
Gotham Asset Management
New York
$354K -$2.35M -33,924 -86%
MSRPS
325
Maryland State Retirement & Pension System
Maryland
$353K

HSIC Hedge Fund Activity: Q3 2025 in Review

551 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q3 2025, worth a combined $8.46B — down 15% from $9.91B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of HSIC and 65 opened new positions — a net loss of 2 holders — while 230 trimmed existing stakes and 152 added.

The largest buyer was Palestra Capital Management, adding an estimated $57.4M. The largest seller was Sachem Head Capital Management, exiting entirely with an estimated $121M sold.

  • 551 institutional investors held Henry Schein (HSIC) as of Q3 2025, down from 559 in Q2 2025.
  • Funds reported $8.46B of Henry Schein stock for Q3 2025, down 15% quarter-over-quarter.
  • 65 funds opened new Henry Schein positions in Q3 2025 and 67 closed out, a net change of -2 holders.
  • The largest Henry Schein buyer in Q3 2025 was Palestra Capital Management, an estimated $57.4M added.
  • The largest Henry Schein seller in Q3 2025 was Sachem Head Capital Management, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2025.