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Henry Schein
HSIC

540 hedge funds and large institutions have $8.86B invested in Henry Schein in 2024 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 176 increasing their positions, 209 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $4.37M

39% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 51

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

2% more funds holding

Funds holding: 528 → 540 (+12)

0.14% more ownership

Funds ownership: 102.55% → 102.7% (+0.14%)

6% less capital invested

Capital invested by funds: $9.47B → $8.86B (-$606M)

16% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 209

Holders
540
Holders Change
+12
Holders Change %
+2.27%
% of All Funds
7.11%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
71
Increased
176
Reduced
209
Closed
51
Calls
$13.8M
Puts
$4.37M
Net Calls
+$9.45M
Net Calls Change
-$10.9M

Top Buyers

1
PCM
Palestra Capital Management
New York
+$190M
2
LAM
Lyrical Asset Management
New York
+$131M
3
SCM
Steadfast Capital Management
New York
+$84.4M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$53.1M
5
PCP
P2 Capital Partners
New York
+$41.9M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
-$119M
2
Swedbank
Swedbank
Sweden
-$117M
3
PL
Perpetual Ltd
Australia
-$83.8M
4
Stifel Financial
Stifel Financial
Missouri
-$78.8M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$65.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
526
Coppell Advisory Solutions
Texas
$623 – – –
AWM
527
Abound Wealth Management
Tennessee
$554 – – –
LIM
528
Longfellow Investment Management
Massachusetts
$554 – – –
WA
529
WPG Advisers
Maryland
$484 +$503 +7 New
GFPC
530
Global Financial Private Client
Florida
$415 +$431 +6 New
CPG
531
Cornerstone Planning Group
New Jersey
$383 +$359 +5 New
PWA
532
Principia Wealth Advisory
Texas
$346 +$359 +5 New
WCM
533
WealthTrak Capital Management
Virginia
$346 +$359 +5 New
PWM
534
Parkworth Wealth Management
California
$277 +$287 +4 New
NS
535
NBC Securities
Alabama
$223 -$242K -3,374 -100%
BF
536
BOK Financial
Oklahoma
$209 +$215 +3 New
TWD
537
True Wealth Design
Ohio
$139 -$72 -1 -33%
AGWCA
538
Annis Gardner Whiting Capital Advisors
Florida
$139 +$144 +2 New
WA
539
WestEnd Advisors
North Carolina
$138 +$72 +1 +100%
SWA
540
SOA Wealth Advisors
New York
$69 -$72 -1 -50%
PL
541
Perpetual Ltd
Australia
– -$83.8M -1,149,815 Closed
Canada Pension Plan Investment Board
542
Canada Pension Plan Investment Board
Ontario, Canada
– -$65.6M -900,000 Closed
Holocene Advisors
543
Holocene Advisors
New York
– -$58.3M -799,981 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
544
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$43.7M -600,000 Closed
SG Americas Securities
545
SG Americas Securities
New York
– -$33.4M -458,828 Closed
QT
546
Quantbot Technologies
New York
– -$4M -54,822 Closed
Voloridge Investment Management
547
Voloridge Investment Management
Florida
– -$2.66M -36,425 Closed
TIA
548
Tandem Investment Advisors
South Carolina
– -$2.21M -30,335 Closed
DFCM
549
Dark Forest Capital Management
Puerto Rico
– -$2.08M -28,576 Closed
HF
550
HRT Financial
New York
– -$2.07M -28,426 Closed
20 21
22
23 24

HSIC Hedge Fund Activity: Q4 2024 in Review

540 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q4 2024, worth a combined $8.86B — down 6.4% from $9.47B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new HSIC positions and 51 closed out — a net gain of 20 holders — while 176 added to existing stakes and 209 trimmed.

The largest buyer was Palestra Capital Management, opening a new position worth an estimated $190M. The largest seller was Generation Investment Management, cutting an estimated $119M.

  • 540 institutional investors held Henry Schein (HSIC) as of Q4 2024, up from 528 in Q3 2024.
  • Funds reported $8.86B of Henry Schein stock for Q4 2024, down 6.4% quarter-over-quarter.
  • 71 funds opened new Henry Schein positions in Q4 2024 and 51 closed out, a net change of +20 holders.
  • The largest Henry Schein buyer in Q4 2024 was Palestra Capital Management, an estimated $190M added.
  • The largest Henry Schein seller in Q4 2024 was Generation Investment Management, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2024.