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Henry Schein

557 hedge funds and large institutions have $8.87B invested in Henry Schein in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 174 increasing their positions, 194 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

557% more call options, than puts

Call options by funds: $37.6M | Put options by funds: $5.73M

58% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 48

3% more funds holding

Funds holding: 542557 (+15)

2.1% more ownership

Funds ownership: 102.77%104.87% (+2.1%)

3% less capital invested

Capital invested by funds: $9.15B → $8.87B (-$282M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

10% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 194

Holders
557
Holders Change
+15
Holders Change %
+2.77%
% of All Funds
6.86%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
76
Increased
174
Reduced
194
Closed
48
Calls
$37.6M
Puts
$5.73M
Net Calls
+$31.9M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MFC
501
Mechanics Financial Corp
Ohio
$3.61K
HIA
502
Harbor Investment Advisory
Maryland
$3.54K -$2.39K -31 -39%
IWS
503
Intentional Wealth Strategies
Colorado
$3.46K +$3.63K +47 New
SWM
504
Spire Wealth Management
Virginia
$3.41K -$26.5K -343 -88%
GKIM
505
GW&K Investment Management
Massachusetts
$3K +$154 +2 +6%
BWA
506
Basecamp Wealth Advisors
Washington
$2.87K
SS
507
SBI Securities
Japan
$2.51K
WA
508
Whipplewood Advisors
Colorado
$2.43K +$2.55K +33 New
NA
509
NewEdge Advisors
Louisiana
$2.36K +$386 +5 +19%
ZBNA
510
Zions Bancorporation, National Association
Utah
$2.29K -$34.2K -443 -93%
WTC
511
WhitTier Trust Company
Nevada
$2.25K
SEP
512
Signature Equity Partners
Ohio
$2.21K
EWP
513
Elevation Wealth Partners
California
$2.21K +$695 +9 +43%
AWM
514
Activest Wealth Management
Florida
$2.06K +$77 +1 +4%
UFPG
515
United Financial Planning Group
New York
$2.06K +$2.16K +28 New
TM
516
Torren Management
California
$1.92K -$19.1K -247 -90%
BLC
517
Brown, Lisle/Cummings
Rhode Island
$1.92K
MWA
518
Merkkuri Wealth Advisors
New York
$1.9K +$2.01K +26 New
DAM
519
Delta Asset Management
Tennessee
$1.77K -$2.94K -38 -61%
DPW
520
DiNuzzo Private Wealth
Pennsylvania
$1.77K -$77 -1 -4%
CTWM
521
Cherry Tree Wealth Management
Minnesota
$1.62K
PTC
522
Private Trust Company
Ohio
$1.55K
TWD
523
True Wealth Design
Ohio
$1.55K
TPWA
524
Twin Peaks Wealth Advisors
California
$1.55K +$1.62K +21 New
BHWM
525
Bay Harbor Wealth Management
Maryland
$1.55K +$541 +7 +50%