Henry Schein
HSIC
565 hedge funds and large institutions have $9.5B invested in Henry Schein in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 186 increasing their positions, 219 reducing their positions, and 51 closing their positions.
43% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 51
39% more capital inflows, than outflows
Capital inflows: $914M | Capital outflows: $655M
3.16% more ownership
Funds ownership: 93.94% → 97.1% (+3.2%)
2% more funds holding
Funds holding: 554 → 565 (+11)
15% less repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 219
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
53% less call options, than puts
Call options by funds: $21.7M | Put options by funds: $46.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$109M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$97.9M |
| 3 |
Nuance Investments
Kansas City,
Missouri
|
+$95.6M |
| 4 |
Southpoint Capital Advisors
New York
|
+$84M |
| 5 |
Lazard Asset Management
New York
|
+$74.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$93.7M |
| 2 |
Perpetual Ltd
Sydney, New South Wales,
Australia
|
-$77.4M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$71.6M |
| 4 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
-$62.2M |
| 5 |
Boston Trust Walden
Boston,
Massachusetts
|
-$41.7M |
HSIC Hedge Fund Activity: Q4 2023 in Review
565 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q4 2023, worth a combined $9.5B — up 4.8% from $9.11B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new HSIC positions and 51 closed out — a net gain of 22 holders — while 186 added to existing stakes and 219 trimmed.
The largest buyer was Boston Partners, adding an estimated $109M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $93.7M.
- 565 institutional investors held Henry Schein (HSIC) as of Q4 2023, up from 554 in Q3 2023.
- Funds reported $9.5B of Henry Schein stock for Q4 2023, up 4.8% quarter-over-quarter.
- 73 funds opened new Henry Schein positions in Q4 2023 and 51 closed out, a net change of +22 holders.
- The largest Henry Schein buyer in Q4 2023 was Boston Partners, an estimated $109M added.
- The largest Henry Schein seller in Q4 2023 was ArrowMark Colorado Holdings, an estimated $93.7M sold.
Based on aggregated 13F filings for Q4 2023.