We are live on ! Find out more
HSIC icon

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
EWA
476
EverSource Wealth Advisors
Alabama
$22.3K +$14.3K +193 +145%
CI
477
CX Institutional
Indiana
$22K +$23.2K +314 New
CSC
478
Caldwell Sutter Capital
California
$20.5K
Mitsubishi UFJ Trust & Banking
479
Mitsubishi UFJ Trust & Banking
Japan
$20.3K -$4.12M -55,767 -99%
PFBT
480
Parkside Financial Bank & Trust
Missouri
$18.7K -$665 -9 -3%
HWM
481
Hemington Wealth Management
Virginia
$18K +$3.17K +43 +19%
FHA
482
First Horizon Advisors
Tennessee
$17K +$7.16K +97 +64%
BONH
483
Bank of New Hampshire
New Hampshire
$13.7K
SIS
484
Sound Income Strategies
Florida
$13.7K
TFM
485
TFC Financial Management
Massachusetts
$13.7K
NSIM
486
North Star Investment Management
Illinois
$12.9K +$7.31K +99 +110%
CH
487
Cromwell Holdings
Wyoming
$12.7K +$222 +3 +2%
RTC
488
Riverview Trust Company
Washington
$12.4K
AA
489
Ancora Advisors
Ohio
$11.6K
Skandinaviska Enskilda Banken (SEB)
490
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.2K -$1.98M -26,822 -99%
GJIA
491
Glass Jacobson Investment Advisors
Maryland
$9.41K
LFG
492
Larson Financial Group
Missouri
$9.31K +$10K +136 New
MEG
493
Millstone Evans Group
Colorado
$8.29K +$3.32K +45 +59%
LI
494
LRI Investments
Florida
$6.85K
CAM
495
Costello Asset Management
Pennsylvania
$6.85K +$7.38K +100 New
CT
496
Clearstead Trust
Maine
$6.71K +$7.24K +98 New
MFC
497
Mechanics Financial Corp
Ohio
$6.71K
JWA
498
JFS Wealth Advisors
Pennsylvania
$6.51K +$886 +12 +14%
AP
499
Aspect Partners
Virginia
$6.51K +$2.29K +31 +48%
TWD
500
True Wealth Design
Ohio
$6.03K +$6.35K +86 +4,300%

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.