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Henry Schein

526 hedge funds and large institutions have $12.2B invested in Henry Schein in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 173 increasing their positions, 191 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 47

1% more funds holding

Funds holding: 521526 (+5)

9% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 191

9% less capital invested

Capital invested by funds: $13.4B → $12.2B (-$1.18B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

47% less call options, than puts

Call options by funds: $8.13M | Put options by funds: $15.4M

Holders
526
Holders Change
+5
Holders Change %
+0.96%
% of All Funds
14.03%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.21%
New
56
Increased
173
Reduced
191
Closed
47
Calls
$8.13M
Puts
$15.4M
Net Calls
-$7.27M
Net Calls Change
-$5.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BJ
101
BlackRock Japan
Japan
$17.1M +$182K +2,736 +1%
CIP
102
Champlain Investment Partners
Vermont
$16.8M +$17.5M +262,943 New
TL
103
Tirschwell & Loewy
New York
$16.5M +$504K +7,587 +3%
LOAMS
104
Lombard Odier Asset Management (Switzerland)
Switzerland
$16.3M -$6.77M -102,000 -29%
EAM
105
EverPoint Asset Management
Connecticut
$16.3M +$16.9M +255,000 New
IGIM
106
I.G. Investment Management
Manitoba, Canada
$15.6M
BA
107
BlackRock Advisors
Delaware
$14.9M +$431K +6,498 +3%
TAM
108
Tiverton Asset Management
Delaware
$14.8M +$9.57M +144,213 +166%
AAF
109
Andra AP-fonden
Sweden
$14M -$762K -11,475 -5%
Barclays
110
Barclays
United Kingdom
$13.6M -$17.6M -265,539 -56%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$13.1M +$4.38M +66,045 +47%
GP
112
GLG Partners
United Kingdom
$12.6M +$13M +196,444 New
AIMCA
113
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.2M
AL
114
AJO LP
Pennsylvania
$10.9M -$85K -1,280 -0.7%
National Pension Service
115
National Pension Service
South Korea
$10.5M +$939K +14,145 +9%
EVM
116
Eaton Vance Management
Massachusetts
$10.4M +$2.38M +35,896 +28%
DekaBank Deutsche Girozentrale
117
DekaBank Deutsche Girozentrale
Germany
$10.1M -$1.05M -15,779 -9%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.1M +$2.08M +31,365 +25%
HSBC Holdings
119
HSBC Holdings
United Kingdom
$9.5M +$1.52M +22,927 +18%
US Bancorp
120
US Bancorp
Minnesota
$9.45M +$51.8K +780 +0.5%
AG
121
Aperio Group
California
$9.39M +$191K +2,874 +2%
SAM
122
Silvercrest Asset Management
New York
$9.13M -$520K -7,839 -5%
SAM
123
Shell Asset Management
Netherlands
$8.96M +$257K +3,866 +3%
State of New Jersey Common Pension Fund D
124
State of New Jersey Common Pension Fund D
New Jersey
$8.96M
Credit Agricole
125
Credit Agricole
France
$8.88M +$1.27M +19,173 +16%

HSIC Hedge Fund Activity: Q3 2016 in Review

526 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q3 2016, worth a combined $12.2B — down 8.8% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSIC positions and 47 closed out — a net gain of 9 holders — while 173 added to existing stakes and 191 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $34.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $60.4M.

  • 526 institutional investors held Henry Schein (HSIC) as of Q3 2016, up from 521 in Q2 2016.
  • Funds reported $12.2B of Henry Schein stock for Q3 2016, down 8.8% quarter-over-quarter.
  • 56 funds opened new Henry Schein positions in Q3 2016 and 47 closed out, a net change of +9 holders.
  • The largest Henry Schein buyer in Q3 2016 was Mackenzie Financial, an estimated $34.4M added.
  • The largest Henry Schein seller in Q3 2016 was T. Rowe Price Associates, an estimated $60.4M sold.

Based on aggregated 13F filings for Q3 2016.