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Henry Schein

559 hedge funds and large institutions have $10.2B invested in Henry Schein in 2021 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 160 increasing their positions, 209 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 45

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more funds holding

Funds holding: 529559 (+30)

0% more capital invested

Capital invested by funds: $10.2B → $10.2B (+$24.9M)

0.59% less ownership

Funds ownership: 95.81%95.22% (-0.59%)

18% less call options, than puts

Call options by funds: $9.51M | Put options by funds: $11.6M

23% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 209

Holders
559
Holders Change
+30
Holders Change %
+5.67%
% of All Funds
8.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
83
Increased
160
Reduced
209
Closed
45
Calls
$9.51M
Puts
$11.6M
Net Calls
-$2.1M
Net Calls Change
-$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
526
Plante Moran Financial Advisors
Michigan
$4K -$21.1K -276 -84%
CFD
527
Creative Financial Designs
Indiana
$4K -$1.76K -23 -30%
PWMG
528
Prestige Wealth Management Group
New Jersey
$4K
WTA
529
Washington Trust Advisors
Massachusetts
$4K +$3.67K +48 New
ED
530
Exane Derivatives
France
$3.57K -$399K -5,215 -99%
FGAM
531
Financial Gravity Asset Management
Texas
$3.31K +$146K +1,905 +4,233%
SCA
532
Snowden Capital Advisors
New York
$3K -$292K -3,821 -99%
First Manhattan
533
First Manhattan
New York
$3K
Jones Financial Companies
534
Jones Financial Companies
Missouri
$3K
VCM
535
Vigilant Capital Management
Maine
$3K
CWP
536
Concord Wealth Partners
Virginia
$3K +$2.22K +29 +322%
KFP
537
KB Financial Partners
New Jersey
$2K -$265K -3,465 -99%
GWS
538
Glassman Wealth Services
Virginia
$2K -$49.1K -642 -96%
BWM
539
Baystate Wealth Management
Massachusetts
$2K
HIA
540
Harbor Investment Advisory
Maryland
$2K
LC
541
Lindbrook Capital
California
$2K
SSB
542
Sandy Spring Bank
Maryland
$2K
AWA
543
Aquire Wealth Advisors
Utah
$2K +$2.22K +29 New
JWA
544
JFS Wealth Advisors
Pennsylvania
$2K +$2.22K +29 New
SWA
545
Sutton Wealth Advisors
Florida
$1.86K
TWC
546
TD Waterhouse Canada
Ontario, Canada
$1.27K +$1.22K +16 New
MGIM
547
M&G Investment Management
United Kingdom
$1.26K -$6.34M -82,877 -84%
AW
548
Alaethes Wealth
Nevada
$1K
AssetMark Inc
549
AssetMark Inc
California
$1K
LIM
550
Longfellow Investment Management
Massachusetts
$1K

HSIC Hedge Fund Activity: Q4 2021 in Review

559 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q4 2021, worth a combined $10.2B — up 0.25% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new HSIC positions and 45 closed out — a net gain of 38 holders — while 160 added to existing stakes and 209 trimmed.

The largest buyer was Marathon Asset Management (UK), opening a new position worth an estimated $61.1M. The largest seller was Pendal Group, cutting an estimated $107M.

  • 559 institutional investors held Henry Schein (HSIC) as of Q4 2021, up from 529 in Q3 2021.
  • Funds reported $10.2B of Henry Schein stock for Q4 2021, up 0.25% quarter-over-quarter.
  • 83 funds opened new Henry Schein positions in Q4 2021 and 45 closed out, a net change of +38 holders.
  • The largest Henry Schein buyer in Q4 2021 was Marathon Asset Management (UK), an estimated $61.1M added.
  • The largest Henry Schein seller in Q4 2021 was Pendal Group, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2021.