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Henry Schein

520 hedge funds and large institutions have $9.34B invested in Henry Schein in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 175 increasing their positions, 192 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $14.2M | Put options by funds: $13.7M

2% more capital invested

Capital invested by funds: $9.14B → $9.34B (+$202M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.57% less ownership

Funds ownership: 95.73%95.16% (-0.57%)

9% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 192

3% less funds holding

Funds holding: 535520 (-15)

18% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 67

Holders
520
Holders Change
-15
Holders Change %
-2.8%
% of All Funds
9.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
55
Increased
175
Reduced
192
Closed
67
Calls
$14.2M
Puts
$13.7M
Net Calls
+$512K
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
126
Nordea Investment Management
Sweden
$4.81M +$175K +2,588 +4%
ACI
127
AMP Capital Investors
Australia
$4.81M +$537K +7,935 +13%
AIM
128
Artemis Investment Management
United Kingdom
$4.8M +$4.69M +69,327 New
KBC Group
129
KBC Group
Belgium
$4.76M +$82.3K +1,216 +2%
HEIP
130
Hudson Edge Investment Partners
New Jersey
$4.64M +$2.45M +36,169 +117%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$4.26M -$82.8K -1,224 -2%
BA
132
Bridgewater Associates
Connecticut
$4.25M -$365K -5,390 -8%
TAM
133
Trillium Asset Management
Massachusetts
$4.23M
JMPWA
134
JP Morgan Private Wealth Advisors
California
$4.2M +$1.24M +18,384 +44%
Two Sigma Investments
135
Two Sigma Investments
New York
$4M +$3.9M +57,713 New
BFG
136
Berger Financial Group
Minnesota
$3.98M +$3.89M +57,502 New
US Bancorp
137
US Bancorp
Minnesota
$3.87M +$145K +2,145 +4%
TD Asset Management
138
TD Asset Management
Ontario, Canada
$3.81M -$366K -5,402 -9%
VIA
139
Vident Investment Advisory
Georgia
$3.79M +$538K +7,954 +17%
Victory Capital Management
140
Victory Capital Management
Texas
$3.78M +$22.7K +336 +0.6%
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$3.77M -$12.9K -190 -0.3%
FAF
142
Fjarde Ap-fonden
Sweden
$3.75M +$183K +2,700 +5%
AIM
143
Achmea Investment Management
Netherlands
$3.73M -$1.38M -20,382 -27%
IMRF
144
Illinois Municipal Retirement Fund
Illinois
$3.68M +$75K +1,109 +2%
T
145
TOBAM
France
$3.68M +$504K +7,455 +16%
Retirement Systems of Alabama
146
Retirement Systems of Alabama
Alabama
$3.68M -$285K -4,218 -7%
Handelsbanken Fonder
147
Handelsbanken Fonder
Sweden
$3.65M +$253K +3,741 +8%
Arrowstreet Capital
148
Arrowstreet Capital
Massachusetts
$3.58M +$3.5M +51,703 New
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$3.55M -$1.49M -21,948 -30%
Royal London Asset Management
150
Royal London Asset Management
United Kingdom
$3.5M +$135K +2,001 +4%

HSIC Hedge Fund Activity: Q1 2021 in Review

520 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q1 2021, worth a combined $9.34B — up 2.2% from $9.14B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of HSIC and 55 opened new positions — a net loss of 12 holders — while 192 trimmed existing stakes and 175 added.

The largest buyer was Pendal Group, opening a new position worth an estimated $88.1M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $292M.

  • 520 institutional investors held Henry Schein (HSIC) as of Q1 2021, down from 535 in Q4 2020.
  • Funds reported $9.34B of Henry Schein stock for Q1 2021, up 2.2% quarter-over-quarter.
  • 55 funds opened new Henry Schein positions in Q1 2021 and 67 closed out, a net change of -12 holders.
  • The largest Henry Schein buyer in Q1 2021 was Pendal Group, an estimated $88.1M added.
  • The largest Henry Schein seller in Q1 2021 was Brown Brothers Harriman & Co, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2021.