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Henry Schein

557 hedge funds and large institutions have $8.76B invested in Henry Schein in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 161 increasing their positions, 216 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

652% more call options, than puts

Call options by funds: $117M | Put options by funds: $15.6M

31% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 70

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3% more funds holding

Funds holding: 540557 (+17)

0.31% more ownership

Funds ownership: 102.7%103.01% (+0.31%)

1% less capital invested

Capital invested by funds: $8.86B → $8.76B (-$103M)

25% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 216

Holders
557
Holders Change
+17
Holders Change %
+3.15%
% of All Funds
7.47%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
92
Increased
161
Reduced
216
Closed
70
Calls
$117M
Puts
$15.6M
Net Calls
+$101M
Net Calls Change
+$92M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B -$2.62M -35,436 -0.2%
KKRC
2
Kohlberg Kravis Roberts & Co
New York
$823M +$887M +12,016,714 New
BlackRock
3
BlackRock
New York
$593M -$28.4M -384,044 -4%
Artisan Partners
4
Artisan Partners
Wisconsin
$439M -$9.11M -123,404 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$436M +$33.9M +459,799 +8%
State Street
6
State Street
Massachusetts
$367M -$45.5M -616,576 -10%
Invesco
7
Invesco
Georgia
$339M -$1.4M -19,016 -0.4%
American Century Companies
8
American Century Companies
Missouri
$315M -$14.4M -195,462 -4%
PCM
9
Palestra Capital Management
New York
$274M +$100M +1,355,154 +51%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$254M +$16.1M +217,423 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$220M +$4.04M +54,667 +2%
SCA
12
Southpoint Capital Advisors
New York
$178M
FMI
13
Fiduciary Management Inc
Wisconsin
$169M -$1.98M -26,787 -1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$153M +$7.63M +103,384 +5%
BAM
15
Burgundy Asset Management
Ontario, Canada
$153M +$41.8M +566,530 +34%
Lazard Asset Management
16
Lazard Asset Management
New York
$125M -$27.3M -369,820 -17%
LAM
17
Lyrical Asset Management
New York
$123M -$2.11M -28,615 -2%
CCP
18
Clarkston Capital Partners
Michigan
$120M +$542K +7,345 +0.4%
SCM
19
Steadfast Capital Management
New York
$102M -$11.3M -152,485 -9%
Morgan Stanley
20
Morgan Stanley
New York
$89.5M +$23.5M +318,433 +32%
Northern Trust
21
Northern Trust
Illinois
$88.6M -$6.13M -83,089 -6%
Charles Schwab
22
Charles Schwab
California
$82.4M +$886K +11,999 +1%
SCM
23
Snyder Capital Management
California
$81.1M -$767K -10,389 -0.9%
Macquarie Group
24
Macquarie Group
Australia
$70.3M -$15.2M -205,385 -17%
Norges Bank
25
Norges Bank
Norway
$67.8M -$37.1M -502,967 -34%

HSIC Hedge Fund Activity: Q1 2025 in Review

557 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q1 2025, worth a combined $8.76B — down 1.2% from $8.86B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HSIC positions and 70 closed out — a net gain of 22 holders — while 161 added to existing stakes and 216 trimmed.

The largest buyer was Kohlberg Kravis Roberts & Co, opening a new position worth an estimated $887M. The largest seller was Generation Investment Management, exiting entirely with an estimated $190M sold.

  • 557 institutional investors held Henry Schein (HSIC) as of Q1 2025, up from 540 in Q4 2024.
  • Funds reported $8.76B of Henry Schein stock for Q1 2025, down 1.2% quarter-over-quarter.
  • 92 funds opened new Henry Schein positions in Q1 2025 and 70 closed out, a net change of +22 holders.
  • The largest Henry Schein buyer in Q1 2025 was Kohlberg Kravis Roberts & Co, an estimated $887M added.
  • The largest Henry Schein seller in Q1 2025 was Generation Investment Management, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2025.