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Henry Schein

528 hedge funds and large institutions have $8.01B invested in Henry Schein in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 153 increasing their positions, 216 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $37M | Put options by funds: $14.9M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 533528 (-5)

3% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 61

5% less capital invested

Capital invested by funds: $8.46B → $8.01B (-$446M)

5.57% less ownership

Funds ownership: 101.55%95.97% (-5.6%)

29% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 216

Holders
528
Holders Change
-5
Holders Change %
-0.94%
% of All Funds
10.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
59
Increased
153
Reduced
216
Closed
61
Calls
$37M
Puts
$14.9M
Net Calls
+$22.1M
Net Calls Change
+$9.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$944M -$69.9M -1,090,534 -6%
GIM
2
Generation Investment Management
United Kingdom
$790M +$2.86M +44,535 +0.3%
LP
3
Longview Partners
Guernsey
$788M -$30.2M -470,882 -3%
BlackRock
4
BlackRock
New York
$720M +$56.6M +883,188 +8%
State Street
5
State Street
Massachusetts
$440M -$12.7M -197,473 -3%
BBHC
6
Brown Brothers Harriman & Co
New York
$288M -$21.1M -329,301 -6%
Invesco
7
Invesco
Georgia
$191M -$52.8M -823,414 -20%
AllianceBernstein
8
AllianceBernstein
Tennessee
$164M +$14.6M +227,605 +9%
JP Morgan Chase
9
JP Morgan Chase
New York
$153M +$23.1M +359,818 +16%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$140M +$1.17M +18,214 +0.8%
BAM
11
Burgundy Asset Management
Ontario, Canada
$136M -$6.6M -102,968 -4%
American Century Companies
12
American Century Companies
Missouri
$135M +$2.62M +40,770 +2%
Citadel Advisors
13
Citadel Advisors
Florida
$134M +$122M +1,895,834 +500%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$120M -$26.6M -414,259 -17%
Northern Trust
15
Northern Trust
Illinois
$115M -$4.22M -65,734 -3%
State of Wisconsin Investment Board
16
State of Wisconsin Investment Board
Wisconsin
$98.3M -$11.6M -180,120 -10%
ACM
17
Atlanta Capital Management
Georgia
$95.2M +$185K +2,889 +0.2%
Norges Bank
18
Norges Bank
Norway
$85.6M -$5.5M -85,730 -6%
Legal & General Group
19
Legal & General Group
United Kingdom
$82.1M +$389K +6,062 +0.4%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$80.2M -$2.71M -42,193 -3%
AQR Capital Management
21
AQR Capital Management
Connecticut
$73.8M -$17.1M -266,310 -17%
UBS AM
22
UBS AM
Illinois
$70.5M +$6.65M +103,636 +9%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$70M -$1.04M -16,263 -1%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$69.1M +$4.28M +66,750 +6%
SSM
25
Sound Shore Management
Connecticut
$64.6M -$21.7M -338,787 -24%

HSIC Hedge Fund Activity: Q3 2020 in Review

528 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q3 2020, worth a combined $8.01B — down 5.3% from $8.46B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of HSIC and 59 opened new positions — a net loss of 2 holders — while 216 trimmed existing stakes and 153 added.

The largest buyer was Citadel Advisors, adding an estimated $122M. The largest seller was Alecta Tjanstepension Omsesidigt, cutting an estimated $179M.

  • 528 institutional investors held Henry Schein (HSIC) as of Q3 2020, down from 533 in Q2 2020.
  • Funds reported $8.01B of Henry Schein stock for Q3 2020, down 5.3% quarter-over-quarter.
  • 59 funds opened new Henry Schein positions in Q3 2020 and 61 closed out, a net change of -2 holders.
  • The largest Henry Schein buyer in Q3 2020 was Citadel Advisors, an estimated $122M added.
  • The largest Henry Schein seller in Q3 2020 was Alecta Tjanstepension Omsesidigt, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2020.