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Henry Schein

561 hedge funds and large institutions have $10.2B invested in Henry Schein in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 166 increasing their positions, 231 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $10.4B → $10.2B (-$284M)

5% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $14.2M

1.87% less ownership

Funds ownership: 97.62%95.74% (-1.9%)

2% less funds holding

Funds holding: 573561 (-12)

20% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 56

28% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 231

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
561
Holders Change
-12
Holders Change %
-2.09%
% of All Funds
8.81%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
45
Increased
166
Reduced
231
Closed
56
Calls
$13.5M
Puts
$14.2M
Net Calls
-$699K
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Ensign Peak Advisors
26
Ensign Peak Advisors
Utah
$78.1M +$43.9M +555,218 +136%
Stifel Financial
27
Stifel Financial
Missouri
$77.8M +$1.85M +23,426 +3%
DekaBank Deutsche Girozentrale
28
DekaBank Deutsche Girozentrale
Germany
$76.7M -$2.65M -33,533 -3%
Goldman Sachs
29
Goldman Sachs
New York
$74.7M +$3.6M +45,622 +5%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$73.6M +$545K +6,904 +0.8%
Millennium Management
31
Millennium Management
New York
$71.1M +$68.4M +865,276 +7,711%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$69.9M -$3.46M -43,748 -5%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$69.1M +$22.1M +279,853 +49%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$57.1M +$46M +582,315 +479%
Amundi
35
Amundi
France
$52M -$15.5M -195,921 -23%
BTW
36
Boston Trust Walden
Massachusetts
$49.1M +$2.86M +36,201 +6%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.9M +$117K +1,486 +0.3%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$43.2M +$4.44M +56,250 +12%
Pzena Investment Management
39
Pzena Investment Management
New York
$40.3M +$117K +1,486 +0.3%
AQR Capital Management
40
AQR Capital Management
Connecticut
$40.3M -$12.2M -154,232 -24%
WCM
41
Wedge Capital Management
North Carolina
$39.8M -$967K -12,238 -2%
Swiss National Bank
42
Swiss National Bank
Switzerland
$38.4M -$5.06M -64,100 -12%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$36.3M +$35.4M +447,450 New
AAM
44
Ardevora Asset Management
United Kingdom
$36M -$15.9M -201,618 -31%
N
45
Nuveen
North Carolina
$32.1M -$662K -8,381 -2%
Bank of America
46
Bank of America
North Carolina
$31.8M -$16.1M -203,765 -34%
GF
47
Gabelli Funds
New York
$29.9M +$115K +1,450 +0.4%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$28.9M -$4.33M -54,773 -13%
Deutsche Bank
49
Deutsche Bank
Germany
$27.9M +$534K +6,761 +2%
SI
50
Scout Investments
Missouri
$26.6M -$2.58M -32,611 -9%

HSIC Hedge Fund Activity: Q2 2023 in Review

561 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q2 2023, worth a combined $10.2B — down 2.7% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of HSIC and 45 opened new positions — a net loss of 11 holders — while 231 trimmed existing stakes and 166 added.

The largest buyer was JP Morgan Chase, adding an estimated $90.2M. The largest seller was Longview Partners, cutting an estimated $317M.

  • 561 institutional investors held Henry Schein (HSIC) as of Q2 2023, down from 573 in Q1 2023.
  • Funds reported $10.2B of Henry Schein stock for Q2 2023, down 2.7% quarter-over-quarter.
  • 45 funds opened new Henry Schein positions in Q2 2023 and 56 closed out, a net change of -11 holders.
  • The largest Henry Schein buyer in Q2 2023 was JP Morgan Chase, an estimated $90.2M added.
  • The largest Henry Schein seller in Q2 2023 was Longview Partners, an estimated $317M sold.

Based on aggregated 13F filings for Q2 2023.