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Henry Schein

555 hedge funds and large institutions have $12.3B invested in Henry Schein in 2017 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 168 increasing their positions, 223 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

9% more capital invested

Capital invested by funds: $11.3B → $12.3B (+$976M)

2% more funds holding

Funds holding: 545555 (+10)

2.92% less ownership

Funds ownership: 235.32%232.39% (-2.9%)

25% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 223

25% less call options, than puts

Call options by funds: $9.28M | Put options by funds: $12.4M

Holders
555
Holders Change
+10
Holders Change %
+1.83%
% of All Funds
13.82%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
62
Increased
168
Reduced
223
Closed
40
Calls
$9.28M
Puts
$12.4M
Net Calls
-$3.14M
Net Calls Change
+$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.33B +$21.1M +325,533 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.17B -$55.4M -853,253 -5%
BlackRock
3
BlackRock
New York
$951M +$897M +13,807,640 +3,000%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$752M -$14.3M -219,657 -2%
State Street
5
State Street
Massachusetts
$625M +$8.03M +123,596 +1%
ATO
6
Alecta Tjanstepension Omsesidigt
Sweden
$426M +$66.3K +1,020 +0%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$294M +$12.7M +195,825 +5%
BBHC
8
Brown Brothers Harriman & Co
New York
$267M -$6.45M -99,244 -2%
JP Morgan Chase
9
JP Morgan Chase
New York
$258M +$27.7M +426,394 +12%
ACM
10
Atlanta Capital Management
Georgia
$252M +$2.04M +31,388 +0.8%
JHIU
11
Janus Henderson Investors US
Colorado
$250M -$119M -1,828,281 -33%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$230M -$16.3M -250,670 -7%
Swedbank
13
Swedbank
Sweden
$214M +$3.29M +50,707 +2%
Northern Trust
14
Northern Trust
Illinois
$169M +$5.68M +87,388 +4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$148M +$8.99M +138,394 +7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$144M +$14.1M +217,099 +11%
Norges Bank
17
Norges Bank
Norway
$137M -$18.2M -280,016 -12%
Invesco
18
Invesco
Georgia
$126M -$37.3M -573,794 -23%
UBS AM
19
UBS AM
Illinois
$110M -$16.4M -251,994 -13%
FPP
20
Findlay Park Partners
United Kingdom
$110M -$33.1M -510,000 -24%
GIM
21
Generation Investment Management
United Kingdom
$110M -$344K -5,292 -0.3%
Franklin Resources
22
Franklin Resources
California
$94.9M -$33.1K -510 -0%
Jennison Associates
23
Jennison Associates
New York
$94.4M +$6.13M +94,393 +7%
Bank of America
24
Bank of America
North Carolina
$83.8M +$2.06M +31,632 +3%
Legal & General Group
25
Legal & General Group
United Kingdom
$77.6M +$2.98M +45,921 +4%

HSIC Hedge Fund Activity: Q1 2017 in Review

555 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q1 2017, worth a combined $12.3B — up 8.7% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HSIC positions and 40 closed out — a net gain of 22 holders — while 168 added to existing stakes and 223 trimmed.

The largest buyer was BlackRock, adding an estimated $897M. The largest seller was Janus Henderson Investors US, cutting an estimated $119M.

  • 555 institutional investors held Henry Schein (HSIC) as of Q1 2017, up from 545 in Q4 2016.
  • Funds reported $12.3B of Henry Schein stock for Q1 2017, up 8.7% quarter-over-quarter.
  • 62 funds opened new Henry Schein positions in Q1 2017 and 40 closed out, a net change of +22 holders.
  • The largest Henry Schein buyer in Q1 2017 was BlackRock, an estimated $897M added.
  • The largest Henry Schein seller in Q1 2017 was Janus Henderson Investors US, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2017.