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Henry Schein

516 hedge funds and large institutions have $9.95B invested in Henry Schein in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 162 increasing their positions, 209 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.04% less ownership

Funds ownership: 107.22%106.18% (-1%)

8% less funds holding

Funds holding: 561516 (-45)

10% less capital invested

Capital invested by funds: $11.1B → $9.95B (-$1.14B)

22% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 209

26% less call options, than puts

Call options by funds: $19.4M | Put options by funds: $26M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

58% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 74

Holders
516
Holders Change
-45
Holders Change %
-8.02%
% of All Funds
11.32%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
31
Increased
162
Reduced
209
Closed
74
Calls
$19.4M
Puts
$26M
Net Calls
-$6.68M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.1B +$30.2M +467,238 +3%
LP
2
Longview Partners
Guernsey
$978M -$8.08M -125,100 -0.8%
BlackRock
3
BlackRock
New York
$696M +$8.09M +125,197 +1%
GIM
4
Generation Investment Management
United Kingdom
$634M -$27M -417,992 -4%
State Street
5
State Street
Massachusetts
$489M -$4.58M -70,865 -0.9%
ACM
6
Atlanta Capital Management
Georgia
$464M +$62.7M +969,751 +15%
BBHC
7
Brown Brothers Harriman & Co
New York
$352M -$11.1M -171,500 -3%
Select Equity Group
8
Select Equity Group
New York
$312M -$180M -2,782,466 -36%
ATO
9
Alecta Tjanstepension Omsesidigt
Sweden
$278M
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$243M +$2.13M +32,912 +0.9%
JP Morgan Chase
11
JP Morgan Chase
New York
$173M +$4.08M +63,201 +2%
Invesco
12
Invesco
Georgia
$158M +$10.8M +166,843 +7%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$153M -$19.8M -306,730 -11%
Northern Trust
14
Northern Trust
Illinois
$151M +$26.6M +412,264 +21%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$145M +$3.33M +51,589 +2%
AllianceBernstein
16
AllianceBernstein
Tennessee
$134M +$927K +14,354 +0.7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$118M +$22.6M +349,898 +23%
State of Wisconsin Investment Board
18
State of Wisconsin Investment Board
Wisconsin
$118M +$2.88M +44,510 +2%
American Century Companies
19
American Century Companies
Missouri
$108M +$26.9M +417,015 +33%
Norges Bank
20
Norges Bank
Norway
$104M
AQR Capital Management
21
AQR Capital Management
Connecticut
$99.9M +$42.6M +658,632 +71%
APG Asset Management
22
APG Asset Management
Netherlands
$88M +$44.5M +688,181 +84%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$82.3M +$59.9M +927,177 +252%
Allianz Asset Management
24
Allianz Asset Management
Germany
$81.3M +$23.4M +362,133 +39%
Canada Life
25
Canada Life
Manitoba, Canada
$80.1M -$2.96M -45,756 -4%

HSIC Hedge Fund Activity: Q3 2019 in Review

516 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q3 2019, worth a combined $9.95B — down 10% from $11.1B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of HSIC and 31 opened new positions — a net loss of 43 holders — while 209 trimmed existing stakes and 162 added.

The largest buyer was Atlanta Capital Management, adding an estimated $62.7M. The largest seller was Select Equity Group, cutting an estimated $180M.

  • 516 institutional investors held Henry Schein (HSIC) as of Q3 2019, down from 561 in Q2 2019.
  • Funds reported $9.95B of Henry Schein stock for Q3 2019, down 10% quarter-over-quarter.
  • 31 funds opened new Henry Schein positions in Q3 2019 and 74 closed out, a net change of -43 holders.
  • The largest Henry Schein buyer in Q3 2019 was Atlanta Capital Management, an estimated $62.7M added.
  • The largest Henry Schein seller in Q3 2019 was Select Equity Group, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2019.