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Henry Schein

447 hedge funds and large institutions have $10.4B invested in Henry Schein in 2015 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 148 increasing their positions, 182 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $7.07M

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

2% more funds holding

Funds holding: 440447 (+7)

7% less capital invested

Capital invested by funds: $11.1B → $10.4B (-$754M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 182

Holders
447
Holders Change
+7
Holders Change %
+1.59%
% of All Funds
12.48%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
31
Increased
148
Reduced
182
Closed
23
Calls
$10.2M
Puts
$7.07M
Net Calls
+$3.13M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
351
Delta Capital Management
New Jersey
$305K -$1.44K -26 -0.4%
OMCS
352
Old Mutual Customised Solutions
South Africa
$305K
Thrivent Financial for Lutherans
353
Thrivent Financial for Lutherans
Minnesota
$301K +$28.3K +510 +10%
CL
354
CPWM LLC
Washington
$297K +$21.7K +392 +7%
GC
355
Garde Capital
Washington
$292K
DILH
356
Dai-ichi Life Holdings
Japan
$289K
Federated Hermes
357
Federated Hermes
Pennsylvania
$279K -$15.4K -278 -5%
FA
358
FDx Advisors
Illinois
$275K +$26.1K +472 +10%
P
359
Pitcairn
Pennsylvania
$271K -$17.5K -316 -6%
CC
360
ClearArc Capital
Ohio
$271K -$3.71K -67 -1%
CFB
361
Cullen/Frost Bankers
Texas
$270K +$287K +5,177 New
Millennium Management
362
Millennium Management
New York
$265K +$283K +5,100 New
QIM
363
Quest Investment Management
Oregon
$259K
UCFA
364
United Capital Financial Advisors
Texas
$255K -$19.3K -349 -7%
PI
365
Putnam Investments
Massachusetts
$253K -$28.3K -510 -10%
WT
366
Washington Trust
Rhode Island
$252K +$4.93K +89 +2%
PAG
367
Private Advisor Group
New Jersey
$247K +$41K +740 +18%
PFG
368
Piershale Financial Group
Illinois
$243K
Cambridge Investment Research Advisors
369
Cambridge Investment Research Advisors
Iowa
$243K +$49K +884 +23%
CS
370
Candriam SCA
Luxembourg
$241K -$785K -14,165 -75%
WP
371
WMS Partners
Maryland
$241K -$11.3K -204 -4%
SFA
372
Sequoia Financial Advisors
Ohio
$240K +$255K +4,608 New
BCM
373
BlueCrest Capital Management
Jersey
$239K +$254K +4,593 New
WPW
374
Waldron Private Wealth
Pennsylvania
$236K
MYLI
375
Meiji Yasuda Life Insurance
Japan
$234K -$170K -3,060 -41%

HSIC Hedge Fund Activity: Q3 2015 in Review

447 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q3 2015, worth a combined $10.4B — down 6.8% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HSIC positions and 23 closed out — a net gain of 8 holders — while 148 added to existing stakes and 182 trimmed.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $57.5M. The largest seller was Generation Investment Management, cutting an estimated $32.7M.

  • 447 institutional investors held Henry Schein (HSIC) as of Q3 2015, up from 440 in Q2 2015.
  • Funds reported $10.4B of Henry Schein stock for Q3 2015, down 6.8% quarter-over-quarter.
  • 31 funds opened new Henry Schein positions in Q3 2015 and 23 closed out, a net change of +8 holders.
  • The largest Henry Schein buyer in Q3 2015 was Alyeska Investment Group, an estimated $57.5M added.
  • The largest Henry Schein seller in Q3 2015 was Generation Investment Management, an estimated $32.7M sold.

Based on aggregated 13F filings for Q3 2015.