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Henry Schein

576 hedge funds and large institutions have $12.1B invested in Henry Schein in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 180 increasing their positions, 205 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $12.7M

45% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 60

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more funds holding

Funds holding: 554576 (+22)

2.82% less ownership

Funds ownership: 132.47%129.65% (-2.8%)

11% less capital invested

Capital invested by funds: $13.5B → $12.1B (-$1.46B)

12% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 205

Holders
576
Holders Change
+22
Holders Change %
+3.97%
% of All Funds
12.83%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.29%
New
87
Increased
180
Reduced
205
Closed
60
Calls
$28.9M
Puts
$12.7M
Net Calls
+$16.1M
Net Calls Change
-$930K
Name Holding Trade Value Shares
Change
Change in
Stake
ESB
476
Essex Savings Bank
Connecticut
$48K +$51K +774 New
GT
477
Glenmede Trust
Pennsylvania
$47.8K +$21.1M +320,735 +71%
Fifth Third Bancorp
478
Fifth Third Bancorp
Ohio
$47K -$19.8K -300 -28%
JA
479
JOYN Advisors
Georgia
$47K -$11.1K -169 -18%
VCM
480
Vigilant Capital Management
Maine
$47K
HR
481
Howe & Rusling
New York
$47K +$33.6K +510 +200%
VanEck Associates
482
VanEck Associates
New York
$46K +$12.9K +196 +35%
IIM
483
Ipswich Investment Management
Massachusetts
$45K +$48K +729 New
PFBT
484
Parkside Financial Bank & Trust
Missouri
$44K +$3.95K +60 +9%
HFM
485
Harvest Fund Management
China
$41K +$44.3K +673 New
ASN
486
Advisory Services Network
Georgia
$40K -$16.8K -255 -28%
PFO
487
Pathstone Family Office
New Jersey
$40K +$43.1K +655 New
LWCFA
488
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K -$41.9K -637 -50%
BAM
489
Bruderman Asset Management
New York
$39K +$42K +638 New
PCA
490
Peddock Capital Advisors
Massachusetts
$36K
GLI
491
Guardian Life Insurance
New York
$34K
SLF
492
Sun Life Financial
Ontario, Canada
$33K -$658 -10 -2%
KA
493
Kaizen Advisory
Illinois
$33K +$4.02K +61 +13%
FHB
494
First Hawaiian Bank
Hawaii
$31K -$34K -517 -51%
FC
495
Ferris Capital
Massachusetts
$31K
KPCM
496
Kings Point Capital Management
New York
$31K
IC
497
Inscription Capital
Texas
$30K +$32K +486 New
WTC
498
WhitTier Trust Company
Nevada
$29K
FGC
499
Financial Gravity Companies
Texas
$29K +$31.3K +476 New
PA
500
Parallel Advisors
California
$27K -$16.8K -255 -36%

HSIC Hedge Fund Activity: Q4 2018 in Review

576 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q4 2018, worth a combined $12.1B — down 11% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new HSIC positions and 60 closed out — a net gain of 27 holders — while 180 added to existing stakes and 205 trimmed.

The largest buyer was Atlanta Capital Management, adding an estimated $280M. The largest seller was American Century Companies, cutting an estimated $148M.

  • 576 institutional investors held Henry Schein (HSIC) as of Q4 2018, up from 554 in Q3 2018.
  • Funds reported $12.1B of Henry Schein stock for Q4 2018, down 11% quarter-over-quarter.
  • 87 funds opened new Henry Schein positions in Q4 2018 and 60 closed out, a net change of +27 holders.
  • The largest Henry Schein buyer in Q4 2018 was Atlanta Capital Management, an estimated $280M added.
  • The largest Henry Schein seller in Q4 2018 was American Century Companies, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.