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Henry Schein

401 hedge funds and large institutions have $8.02B invested in Henry Schein in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 135 increasing their positions, 159 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 18

57% more call options, than puts

Call options by funds: $16.5M | Put options by funds: $10.5M

6% more funds holding

Funds holding: 378401 (+23)

5% more capital invested

Capital invested by funds: $7.67B → $8.02B (+$346M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

15% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 159

Holders
401
Holders Change
+23
Holders Change %
+6.08%
% of All Funds
13%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.23%
New
43
Increased
135
Reduced
159
Closed
18
Calls
$16.5M
Puts
$10.5M
Net Calls
+$6.02M
Net Calls Change
+$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$26M +$544K +13,426 +2%
BIM
52
BlackRock Investment Management
Delaware
$25.9M +$2.85M +70,449 +12%
FC
53
Fiera Capital
New York
$25.9M +$71.1K +1,755 +0.3%
Morgan Stanley
54
Morgan Stanley
New York
$25.3M +$10.5M +258,315 +71%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$24.8M +$176K +4,335 +0.7%
GI
56
GAMCO Investors
Connecticut
$23.8M -$41.3K -1,020 -0.2%
Principal Financial Group
57
Principal Financial Group
Iowa
$23M +$181K +4,473 +0.8%
CS
58
Credit Suisse
Switzerland
$21.5M -$2.54M -62,717 -11%
UBS AM
59
UBS AM
Illinois
$21.2M -$10.1K -249 -0%
VRS
60
Virginia Retirement Systems
Virginia
$20.7M +$10.6M +261,092 +105%
PPA
61
Parametric Portfolio Associates
Washington
$19.7M +$362K +8,938 +2%
Canada Life
62
Canada Life
Manitoba, Canada
$19.6M +$3.36M +82,982 +21%
NFA
63
Nationwide Fund Advisors
Ohio
$19.5M -$269K -6,643 -1%
AIG
64
American International Group
New York
$19.4M -$124K -3,055 -0.6%
N
65
Nuveen
North Carolina
$18.8M -$501K -12,383 -3%
BRIM
66
Broad Run Investment Management
Virginia
$18.8M +$57.8K +1,428 +0.3%
Dimensional Fund Advisors
67
Dimensional Fund Advisors
Texas
$18.7M +$1.49M +36,843 +9%
TD Asset Management
68
TD Asset Management
Ontario, Canada
$18.6M +$233K +5,743 +1%
Deutsche Bank
69
Deutsche Bank
Germany
$18.3M +$2.89M +71,349 +19%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$18M -$527K -13,005 -3%
MPIA
71
Mountain Pacific Investment Advisers
Idaho
$17.7M -$92.9K -2,295 -0.5%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$17.4M +$148K +3,652 +0.9%
Wells Fargo
73
Wells Fargo
California
$16.8M +$1.91M +47,058 +13%
SG Americas Securities
74
SG Americas Securities
New York
$16.3M +$8.23M +203,120 +103%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$16.2M +$499K +12,329 +3%

HSIC Hedge Fund Activity: Q3 2013 in Review

401 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q3 2013, worth a combined $8.02B — up 4.5% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new HSIC positions and 18 closed out — a net gain of 25 holders — while 135 added to existing stakes and 159 trimmed.

The largest buyer was MSF Capital, opening a new position worth an estimated $134M. The largest seller was Generation Investment Management, cutting an estimated $116M.

  • 401 institutional investors held Henry Schein (HSIC) as of Q3 2013, up from 378 in Q2 2013.
  • Funds reported $8.02B of Henry Schein stock for Q3 2013, up 4.5% quarter-over-quarter.
  • 43 funds opened new Henry Schein positions in Q3 2013 and 18 closed out, a net change of +25 holders.
  • The largest Henry Schein buyer in Q3 2013 was MSF Capital, an estimated $134M added.
  • The largest Henry Schein seller in Q3 2013 was Generation Investment Management, an estimated $116M sold.

Based on aggregated 13F filings for Q3 2013.