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Henry Schein

555 hedge funds and large institutions have $9.11B invested in Henry Schein in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 176 increasing their positions, 232 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 55

1% less funds holding

Funds holding: 561555 (-6)

1.8% less ownership

Funds ownership: 95.74%93.94% (-1.8%)

10% less capital invested

Capital invested by funds: $10.2B → $9.11B (-$1.05B)

24% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 232

61% less call options, than puts

Call options by funds: $6.45M | Put options by funds: $16.5M

Holders
555
Holders Change
-6
Holders Change %
-1.07%
% of All Funds
8.81%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
55
Increased
176
Reduced
232
Closed
55
Calls
$6.45M
Puts
$16.5M
Net Calls
-$10M
Net Calls Change
-$9.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.11B -$14.6M -189,705 -1%
GIM
2
Generation Investment Management
United Kingdom
$903M -$7.84M -101,735 -0.8%
BlackRock
3
BlackRock
New York
$746M +$8.73M +113,298 +1%
State Street
4
State Street
Massachusetts
$479M -$22.3M -288,979 -4%
JP Morgan Chase
5
JP Morgan Chase
New York
$354M +$4.12M +53,506 +1%
American Century Companies
6
American Century Companies
Missouri
$350M +$24.9M +322,649 +7%
Invesco
7
Invesco
Georgia
$326M -$72.3M -938,569 -18%
PL
8
Perpetual Ltd
Australia
$318M -$5.25M -68,205 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$240M +$3.73M +48,407 +2%
Morgan Stanley
10
Morgan Stanley
New York
$157M -$6.5M -84,326 -4%
ACH
11
ArrowMark Colorado Holdings
Colorado
$156M +$28.9M +375,726 +22%
FMI
12
Fiduciary Management Inc
Wisconsin
$145M +$1.76M +22,843 +1%
Swedbank
13
Swedbank
Sweden
$143M +$2.12M +27,500 +1%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$128M -$571K -7,407 -0.4%
BAM
15
Burgundy Asset Management
Ontario, Canada
$123M -$2.36M -30,672 -2%
Northern Trust
16
Northern Trust
Illinois
$122M +$3.51M +45,561 +3%
Macquarie Group
17
Macquarie Group
Australia
$121M -$24.8M -322,024 -17%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$116M +$2.16M +28,011 +2%
Norges Bank
19
Norges Bank
Norway
$109M
Lazard Asset Management
20
Lazard Asset Management
New York
$92.6M +$89.2M +1,158,451 +1,303%
Legal & General Group
21
Legal & General Group
United Kingdom
$87M -$3.94M -51,159 -4%
Charles Schwab
22
Charles Schwab
California
$82.3M +$885K +11,490 +1%
Boston Partners
23
Boston Partners
Massachusetts
$80.2M +$81.6M +1,059,309 +4,976%
SCM
24
Snyder Capital Management
California
$75M +$2.43M +31,524 +3%
Stifel Financial
25
Stifel Financial
Missouri
$74.7M +$3.61M +46,894 +5%

HSIC Hedge Fund Activity: Q3 2023 in Review

555 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q3 2023, worth a combined $9.11B — down 10% from $10.2B a quarter earlier.

Fund positioning in HSIC was balanced in Q3 2023: 55 funds opened new positions, 55 closed out, 176 added to existing stakes and 232 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $89.2M. The largest seller was Longview Partners, exiting entirely with an estimated $263M sold.

  • 555 institutional investors held Henry Schein (HSIC) as of Q3 2023, down from 561 in Q2 2023.
  • Funds reported $9.11B of Henry Schein stock for Q3 2023, down 10% quarter-over-quarter.
  • 55 funds opened new Henry Schein positions in Q3 2023 and 55 closed out, a net change of 0 holders.
  • The largest Henry Schein buyer in Q3 2023 was Lazard Asset Management, an estimated $89.2M added.
  • The largest Henry Schein seller in Q3 2023 was Longview Partners, an estimated $263M sold.

Based on aggregated 13F filings for Q3 2023.