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Henry Schein

577 hedge funds and large institutions have $10B invested in Henry Schein in 2022 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 183 increasing their positions, 226 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

10% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 72

1.11% less ownership

Funds ownership: 95.99%94.87% (-1.1%)

3% less funds holding

Funds holding: 595577 (-18)

11% less capital invested

Capital invested by funds: $11.3B → $10B (-$1.22B)

19% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 226

56% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $29.9M

Holders
577
Holders Change
-18
Holders Change %
-3.03%
% of All Funds
9.72%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
65
Increased
183
Reduced
226
Closed
72
Calls
$13.2M
Puts
$29.9M
Net Calls
-$16.7M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
101
Vident Investment Advisory
Georgia
$8.48M +$116K +1,382 +1%
Franklin Resources
102
Franklin Resources
California
$8.47M -$1.67M -19,955 -15%
WBC
103
Westpac Banking Corp
Australia
$8.45M +$914K +10,900 +11%
Wells Fargo
104
Wells Fargo
California
$8.35M -$3.79M -45,273 -29%
DLCIG
105
D.L. Carlson Investment Group
New Hampshire
$8.09M +$3.73M +44,507 +73%
UBS Group
106
UBS Group
Switzerland
$8M +$3.55M +42,394 +69%
CPC
107
Cookson Peirce & Co
Pennsylvania
$7.92M +$2.51M +29,950 +41%
HWM
108
HFR Wealth Management
New York
$7.89M +$125K +1,492 +1%
Natixis Advisors
109
Natixis Advisors
Massachusetts
$7.74M +$1.09M +13,037 +15%
SO
110
STRS Ohio
Ohio
$7.66M -$367K -4,380 -4%
BGIM
111
Brandywine Global Investment Management
Pennsylvania
$7.4M -$547K -6,523 -6%
SIMG
112
Stephens Investment Management Group
Texas
$7.4M +$674K +8,046 +9%
STCG
113
Speece Thorson Capital Group
Minnesota
$7.06M +$47.9K +572 +0.6%
IMRF
114
Illinois Municipal Retirement Fund
Illinois
$6.99M +$226K +2,693 +3%
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$6.75M -$419 -5 -0%
Schroder Investment Management Group
116
Schroder Investment Management Group
United Kingdom
$6.73M +$5.93M +70,796 +446%
Teacher Retirement System of Texas
117
Teacher Retirement System of Texas
Texas
$6.7M +$1.09M +12,945 +17%
JA
118
JLB & Associates
Michigan
$6.7M -$93K -1,109 -1%
JMPWA
119
JP Morgan Private Wealth Advisors
California
$6.65M +$1.07M +12,799 +17%
Citigroup
120
Citigroup
New York
$6.49M -$2.17M -25,895 -23%
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$6.48M +$1.89M +22,576 +37%
CI
122
Centerstone Investors
New York
$6.47M -$1.63M -19,500 -19%
SAM
123
Storebrand Asset Management
Norway
$6.45M +$2.71M +32,301 +62%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$6.37M -$43.5K -519 -0.6%
Korea Investment Corp
125
Korea Investment Corp
South Korea
$6.37M +$1.03M +12,308 +17%

HSIC Hedge Fund Activity: Q2 2022 in Review

577 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q2 2022, worth a combined $10B — down 11% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of HSIC and 65 opened new positions — a net loss of 7 holders — while 226 trimmed existing stakes and 183 added.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $174M. The largest seller was BlackRock, cutting an estimated $122M.

  • 577 institutional investors held Henry Schein (HSIC) as of Q2 2022, down from 595 in Q1 2022.
  • Funds reported $10B of Henry Schein stock for Q2 2022, down 11% quarter-over-quarter.
  • 65 funds opened new Henry Schein positions in Q2 2022 and 72 closed out, a net change of -7 holders.
  • The largest Henry Schein buyer in Q2 2022 was Massachusetts Financial Services, an estimated $174M added.
  • The largest Henry Schein seller in Q2 2022 was BlackRock, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2022.