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Henry Schein

586 hedge funds and large institutions have $10.2B invested in Henry Schein in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 213 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 49

31% more call options, than puts

Call options by funds: $60.4M | Put options by funds: $46.2M

17% more capital invested

Capital invested by funds: $8.75B → $10.2B (+$1.48B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more funds holding

Funds holding: 566586 (+20)

2.07% less ownership

Funds ownership: 97.7%95.62% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 213

Holders
586
Holders Change
+20
Holders Change %
+3.53%
% of All Funds
9.42%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
79
Increased
188
Reduced
213
Closed
49
Calls
$60.4M
Puts
$46.2M
Net Calls
+$14.2M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.25B +$4.68M +61,759 +0.4%
GIM
2
Generation Investment Management
United Kingdom
$1.01B -$21.4M -282,636 -2%
BlackRock
3
BlackRock
New York
$827M -$18M -237,552 -2%
LP
4
Longview Partners
Guernsey
$560M -$6.09M -80,400 -1%
State Street
5
State Street
Massachusetts
$553M -$966K -12,756 -0.2%
Invesco
6
Invesco
Georgia
$495M +$69.2M +914,017 +17%
PG
7
Pendal Group
Australia
$334M -$17.4M -230,144 -5%
American Century Companies
8
American Century Companies
Missouri
$315M -$47.1M -621,830 -14%
JP Morgan Chase
9
JP Morgan Chase
New York
$292M +$24.4M +322,602 +10%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$256M +$1.42M +18,816 +0.6%
Morgan Stanley
11
Morgan Stanley
New York
$187M +$104M +1,377,207 +143%
Macquarie Group
12
Macquarie Group
Australia
$185M -$9.52M -125,794 -5%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$151M -$6.71M -88,659 -4%
FMI
14
Fiduciary Management Inc
Wisconsin
$149M -$4.05M -53,496 -3%
BAM
15
Burgundy Asset Management
Ontario, Canada
$141M +$2.24M +29,592 +2%
ACH
16
ArrowMark Colorado Holdings
Colorado
$134M +$22.3M +294,867 +21%
Northern Trust
17
Northern Trust
Illinois
$122M -$793K -10,472 -0.7%
Norges Bank
18
Norges Bank
Norway
$110M +$5.55M +73,308 +6%
Legal & General Group
19
Legal & General Group
United Kingdom
$102M -$4.52M -59,715 -4%
Swedbank
20
Swedbank
Sweden
$100M +$263K +3,479 +0.3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$92.3M -$2.5M -32,964 -3%
Charles Schwab
22
Charles Schwab
California
$89.8M +$2.56M +33,815 +3%
UBS AM
23
UBS AM
Illinois
$80.4M -$3.04M -40,117 -4%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$75.8M -$4.07M -53,787 -5%
SCM
25
Snyder Capital Management
California
$75M +$1.71M +22,576 +2%

HSIC Hedge Fund Activity: Q4 2022 in Review

586 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q4 2022, worth a combined $10.2B — up 17% from $8.75B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new HSIC positions and 49 closed out — a net gain of 30 holders — while 188 added to existing stakes and 213 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $104M. The largest seller was Millennium Management, cutting an estimated $49M.

  • 586 institutional investors held Henry Schein (HSIC) as of Q4 2022, up from 566 in Q3 2022.
  • Funds reported $10.2B of Henry Schein stock for Q4 2022, up 17% quarter-over-quarter.
  • 79 funds opened new Henry Schein positions in Q4 2022 and 49 closed out, a net change of +30 holders.
  • The largest Henry Schein buyer in Q4 2022 was Morgan Stanley, an estimated $104M added.
  • The largest Henry Schein seller in Q4 2022 was Millennium Management, an estimated $49M sold.

Based on aggregated 13F filings for Q4 2022.