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Henry Schein

417 hedge funds and large institutions have $9.29B invested in Henry Schein in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 138 increasing their positions, 158 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 421417 (-4)

2% less capital invested

Capital invested by funds: $9.49B → $9.29B (-$191M)

13% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 158

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

32% less call options, than puts

Call options by funds: $6.82M | Put options by funds: $10M

Holders
417
Holders Change
-4
Holders Change %
-0.95%
% of All Funds
11.99%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.17%
New
24
Increased
138
Reduced
158
Closed
24
Calls
$6.82M
Puts
$10M
Net Calls
-$3.21M
Net Calls Change
+$43K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$858M +$19.1M +418,386 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$836M -$26M -567,786 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$643M +$52.5M +1,148,331 +9%
State Street
4
State Street
Massachusetts
$365M +$13.7M +298,434 +4%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$322M -$4.98M -108,788 -2%
BFA
6
BlackRock Fund Advisors
California
$310M +$33M +722,425 +12%
BIT
7
BlackRock Institutional Trust
California
$284M +$5.52M +120,597 +2%
Jennison Associates
8
Jennison Associates
New York
$237M +$1.2M +26,270 +0.5%
BBHC
9
Brown Brothers Harriman & Co
New York
$230M -$2.36M -51,612 -1%
ACM
10
Atlanta Capital Management
Georgia
$216M +$271K +5,931 +0.1%
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$185M +$71M +1,552,545 +64%
GIM
12
Generation Investment Management
United Kingdom
$178M -$36.3M -792,853 -17%
JHIU
13
Janus Henderson Investors US
Colorado
$177M +$1.26M +27,609 +0.7%
JP Morgan Chase
14
JP Morgan Chase
New York
$174M -$3.18M -69,426 -2%
FPP
15
Findlay Park Partners
United Kingdom
$164M
Goldman Sachs
16
Goldman Sachs
New York
$157M +$4.09M +89,347 +3%
Norges Bank
17
Norges Bank
Norway
$152M +$79.5M +1,738,659 +113%
MC
18
MSF Capital
New York
$152M
Invesco
19
Invesco
Georgia
$139M -$3.67M -80,322 -3%
WRF
20
Waddell & Reed Financial
Kansas
$124M +$1.89M +41,374 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$120M +$3.23M +70,520 +3%
CWAM
22
Columbia Wanger Asset Management
Illinois
$120M
GVI
23
Green Valley Investors
Delaware
$107M
Northern Trust
24
Northern Trust
Illinois
$107M +$3.76M +82,194 +4%
TAM
25
Tiverton Asset Management
Delaware
$71.2M -$11.7M -255,000 -14%

HSIC Hedge Fund Activity: Q2 2014 in Review

417 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q2 2014, worth a combined $9.29B — down 2% from $9.49B a quarter earlier.

Fund positioning in HSIC was balanced in Q2 2014: 24 funds opened new positions, 24 closed out, 138 added to existing stakes and 158 trimmed.

The largest buyer was Norges Bank, adding an estimated $79.5M. The largest seller was Citadel Advisors, cutting an estimated $43.6M.

  • 417 institutional investors held Henry Schein (HSIC) as of Q2 2014, down from 421 in Q1 2014.
  • Funds reported $9.29B of Henry Schein stock for Q2 2014, down 2% quarter-over-quarter.
  • 24 funds opened new Henry Schein positions in Q2 2014 and 24 closed out, a net change of 0 holders.
  • The largest Henry Schein buyer in Q2 2014 was Norges Bank, an estimated $79.5M added.
  • The largest Henry Schein seller in Q2 2014 was Citadel Advisors, an estimated $43.6M sold.

Based on aggregated 13F filings for Q2 2014.