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Henry Schein

595 hedge funds and large institutions have $11.3B invested in Henry Schein in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 202 increasing their positions, 190 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 48

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

11% more capital invested

Capital invested by funds: $10.2B → $11.3B (+$1.08B)

6% more funds holding

Funds holding: 559595 (+36)

6% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 190

6% more call options, than puts

Call options by funds: $16.3M | Put options by funds: $15.4M

0.77% more ownership

Funds ownership: 95.22%95.99% (+0.77%)

Holders
595
Holders Change
+36
Holders Change %
+6.44%
% of All Funds
9.38%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
90
Increased
202
Reduced
190
Closed
48
Calls
$16.3M
Puts
$15.4M
Net Calls
+$929K
Net Calls Change
+$3.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.34B +$17.5M +214,846 +1%
GIM
2
Generation Investment Management
United Kingdom
$1.13B -$41.7M -512,309 -4%
BlackRock
3
BlackRock
New York
$1.1B +$34.8M +427,442 +4%
LP
4
Longview Partners
Guernsey
$745M -$24.1M -295,619 -3%
State Street
5
State Street
Massachusetts
$609M -$6.44M -79,050 -1%
Invesco
6
Invesco
Georgia
$355M -$48.8M -599,667 -13%
JP Morgan Chase
7
JP Morgan Chase
New York
$338M +$97.2M +1,193,378 +45%
American Century Companies
8
American Century Companies
Missouri
$315M +$56.3M +691,299 +24%
PG
9
Pendal Group
Australia
$271M +$144M +1,773,481 +133%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$250M +$12.8M +157,428 +6%
BAM
11
Burgundy Asset Management
Ontario, Canada
$183M -$19.6M -241,201 -10%
Northern Trust
12
Northern Trust
Illinois
$144M -$6.09M -74,718 -4%
ACM
13
Atlanta Capital Management
Georgia
$139M -$717K -8,800 -0.5%
Swedbank
14
Swedbank
Sweden
$129M -$24.4M -299,875 -17%
Legal & General Group
15
Legal & General Group
United Kingdom
$126M +$8.68M +106,630 +8%
Norges Bank
16
Norges Bank
Norway
$119M -$1.04M -12,799 -0.9%
FMI
17
Fiduciary Management Inc
Wisconsin
$116M +$1.51M +18,517 +1%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$113M +$4.16M +51,106 +4%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$107M -$3.05M -37,421 -3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$102M -$972K -11,932 -1%
ACH
21
ArrowMark Colorado Holdings
Colorado
$97.9M -$1.32M -16,193 -1%
Charles Schwab
22
Charles Schwab
California
$93.8M +$2.76M +33,872 +3%
UBS AM
23
UBS AM
Illinois
$91.4M +$1.09M +13,324 +1%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$90.8M -$2.23M -27,360 -3%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$89.2M -$20.3M -249,742 -20%

HSIC Hedge Fund Activity: Q1 2022 in Review

595 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q1 2022, worth a combined $11.3B — up 11% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new HSIC positions and 48 closed out — a net gain of 42 holders — while 202 added to existing stakes and 190 trimmed.

The largest buyer was Pendal Group, adding an estimated $144M. The largest seller was AllianceBernstein, cutting an estimated $107M.

  • 595 institutional investors held Henry Schein (HSIC) as of Q1 2022, up from 559 in Q4 2021.
  • Funds reported $11.3B of Henry Schein stock for Q1 2022, up 11% quarter-over-quarter.
  • 90 funds opened new Henry Schein positions in Q1 2022 and 48 closed out, a net change of +42 holders.
  • The largest Henry Schein buyer in Q1 2022 was Pendal Group, an estimated $144M added.
  • The largest Henry Schein seller in Q1 2022 was AllianceBernstein, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2022.