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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
ECM
376
Everence Capital Management
Indiana
$262K
CAPTRUST Financial Advisors
377
CAPTRUST Financial Advisors
North Carolina
$261K -$24.7K -335 -8%
SAG
378
SageView Advisory Group
California
$261K -$1.03K -14 -0.4%
SLAM
379
Swiss Life Asset Management
$260K -$580K -7,849 -67%
Nomura Asset Management
380
Nomura Asset Management
Japan
$260K -$2.57M -34,786 -90%
TCM
381
Teza Capital Management
Illinois
$260K +$280K +3,794 New
GWP
382
Gen-Wealth Partners
Michigan
$257K -$3.25K -44 -1%
WDA
383
Wendell David Associates
New Hampshire
$257K
Capstone Investment Advisors
384
Capstone Investment Advisors
New York
$254K +$98.5K +1,334 +56%
MA
385
MKT Advisors
California
$254K
NRS
386
Neville Rodie & Shaw
New York
$243K
GS
387
GTS Securities
New York
$237K +$256K +3,462 New
Fifth Third Bancorp
388
Fifth Third Bancorp
Ohio
$237K +$6.72K +91 +3%
EWM
389
Evercore Wealth Management
New York
$236K
CFFP
390
Center for Financial Planning
Michigan
$233K
SC
391
Syon Capital
California
$231K +$249K +3,378 New
WJWM
392
Williams Jones Wealth Management
New York
$226K -$7.38K -100 -3%
NAM
393
NTV Asset Management
West Virginia
$226K
SQA
394
Simon Quick Advisors
New Jersey
$225K +$242K +3,284 New
SIG
395
Sargent Investment Group
Maryland
$225K +$6.64K +90 +3%
CL
396
Choreo LLC
Illinois
$224K +$242K +3,277 New
FFM
397
Forum Financial Management
Illinois
$220K +$1.33K +18 +0.6%
CAM
398
Creekmur Asset Management
Illinois
$219K +$236K +3,201 New
QCM
399
QRG Capital Management
Illinois
$218K -$19.1K -258 -8%
VSQM
400
V-Square Quantitative Management
Illinois
$218K -$85.6K -1,160 -27%

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.