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Henry Schein

467 hedge funds and large institutions have $12.2B invested in Henry Schein in 2015 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 156 increasing their positions, 171 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

24% more call options, than puts

Call options by funds: $28.8M | Put options by funds: $23.2M

17% more capital invested

Capital invested by funds: $10.4B → $12.2B (+$1.78B)

4% more funds holding

Funds holding: 447467 (+20)

9% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 171

Holders
467
Holders Change
+20
Holders Change %
+4.47%
% of All Funds
12.25%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.31%
New
53
Increased
156
Reduced
171
Closed
27
Calls
$28.8M
Puts
$23.2M
Net Calls
+$5.59M
Net Calls Change
+$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
GVI
26
Green Valley Investors
Delaware
$93.4M
First Trust Advisors
27
First Trust Advisors
Illinois
$89.4M +$4.5M +75,689 +6%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$85.9M +$5.29M +89,046 +7%
Fisher Asset Management
29
Fisher Asset Management
Washington
$79.4M -$1.92M -32,286 -2%
Legal & General Group
30
Legal & General Group
United Kingdom
$76.3M +$1.85M +31,064 +3%
Deutsche Bank
31
Deutsche Bank
Germany
$73.9M +$49.1M +825,461 +226%
Canada Life
32
Canada Life
Manitoba, Canada
$72.5M +$3.17M +53,297 +5%
Franklin Resources
33
Franklin Resources
California
$67M +$10.5M +177,225 +20%
BAMCO Inc
34
BAMCO Inc
New York
$62.3M -$124K -2,081 -0.2%
Swiss National Bank
35
Swiss National Bank
Switzerland
$57.5M +$455K +7,650 +0.8%
Bank of America
36
Bank of America
North Carolina
$57.2M +$2.07M +34,861 +4%
FPP
37
Findlay Park Partners
United Kingdom
$51.1M -$31.8M -535,500 -39%
UBS AM
38
UBS AM
Illinois
$49.7M -$12.3M -207,689 -21%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$47.8M +$2.47M +41,524 +6%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$46.7M +$379K +6,375 +0.9%
BRIM
41
Broad Run Investment Management
Virginia
$45.7M +$9.38M +157,672 +27%
TCIM
42
TIAA CREF Investment Management
New York
$44.4M +$1.58M +26,655 +4%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$44.4M +$5.47M +91,918 +15%
Brown Advisory
44
Brown Advisory
Maryland
$44.4M +$643K +10,814 +2%
TAM
45
Tiverton Asset Management
Delaware
$43.5M -$34.1M -573,750 -45%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$41.7M -$30.3K -510 -0.1%
CS
47
Credit Suisse
Switzerland
$41.5M +$15.5M +260,245 +64%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$41.4M +$1.1M +18,541 +3%
RMDI
49
R.M. Davis Inc
Maine
$41.2M -$32.9K -554 -0.1%
KeyBank National Association
50
KeyBank National Association
Ohio
$40.4M +$371K +6,232 +1%

HSIC Hedge Fund Activity: Q4 2015 in Review

467 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q4 2015, worth a combined $12.2B — up 17% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new HSIC positions and 27 closed out — a net gain of 26 holders — while 156 added to existing stakes and 171 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $49.1M. The largest seller was MSF Capital, exiting entirely with an estimated $170M sold.

  • 467 institutional investors held Henry Schein (HSIC) as of Q4 2015, up from 447 in Q3 2015.
  • Funds reported $12.2B of Henry Schein stock for Q4 2015, up 17% quarter-over-quarter.
  • 53 funds opened new Henry Schein positions in Q4 2015 and 27 closed out, a net change of +26 holders.
  • The largest Henry Schein buyer in Q4 2015 was Deutsche Bank, an estimated $49.1M added.
  • The largest Henry Schein seller in Q4 2015 was MSF Capital, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2015.