We are live on ! Find out more
NHC icon

National Healthcare
NHC

79 hedge funds and large institutions have $262M invested in National Healthcare in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

19% more capital invested

Capital invested by funds: $220M → $262M (+$41.7M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1.42% more ownership

Funds ownership: 33.19% → 34.61% (+1.4%)

1% more funds holding

Funds holding: 78 → 79 (+1)

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
31
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SB
Suntrust Banks
Georgia
+$4.35M
2
MSA
Mason Street Advisors
Wisconsin
+$3.32M
3
LSV Asset Management
LSV Asset Management
Illinois
+$1.49M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.21M
5
Invesco
Invesco
Georgia
+$1.02M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$1.27M
2
GAM
Gotham Asset Management
New York
-$816K
3
BFA
BlackRock Fund Advisors
California
-$658K
4
BIT
BlackRock Institutional Trust
California
-$591K
5
Deutsche Bank
Deutsche Bank
Germany
-$544K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$1.19M +$188K +3,674 +20%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$1.05M +$5.11K +100 +0.5%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$988K +$143K +2,794 +19%
Morgan Stanley
29
Morgan Stanley
New York
$926K +$498K +9,740 +131%
AllianceBernstein
30
AllianceBernstein
Tennessee
$867K – – –
SO
31
STRS Ohio
Ohio
$863K -$184K -3,600 -18%
TA
32
Teachers Advisors
New York
$862K +$41.9K +820 +5%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$806K -$46K -900 -6%
BCM
34
Bridgeway Capital Management
Texas
$755K – – –
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$677K -$440K -8,600 -41%
CS
36
Credit Suisse
Switzerland
$640K +$228K +4,453 +60%
ZIM
37
Zacks Investment Management
Illinois
$516K +$89.8K +1,756 +22%
NFA
38
Nationwide Fund Advisors
Ohio
$506K +$307 +6 +0.1%
Two Sigma Investments
39
Two Sigma Investments
New York
$498K -$17.7K -347 -4%
LDB
40
Lee, Danner & Bass
Tennessee
$481K – – –
MLICM
41
Metropolitan Life Insurance Company (MetLife)
New York
$479K – – –
ZCM
42
Zebra Capital Management
Connecticut
$450K -$93.4K -1,827 -18%
Citigroup
43
Citigroup
New York
$414K +$252K +4,926 +179%
PFPT
44
Pinnacle Financial Partners (Tennessee)
Tennessee
$399K – – –
First Trust Advisors
45
First Trust Advisors
Illinois
$391K -$242K -4,738 -39%
AIG
46
American International Group
New York
$385K -$3.68K -72 -1%
TC
47
TFS Capital
Pennsylvania
$374K +$355K +6,939 New
Two Sigma Advisers
48
Two Sigma Advisers
New York
$366K +$123K +2,400 +55%
BA
49
BlackRock Advisors
Delaware
$344K +$20.3K +397 +7%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$341K -$105K -2,057 -25%
1
2
3 4

NHC Hedge Fund Activity: Q4 2013 in Review

79 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q4 2013, worth a combined $262M — up 19% from $220M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NHC positions and 6 closed out — a net gain of 1 holder — while 31 added to existing stakes and 21 trimmed.

The largest buyer was Suntrust Banks, opening a new position worth an estimated $4.35M. The largest seller was Bessemer Group, exiting entirely with an estimated $1.27M sold.

  • 79 institutional investors held National Healthcare (NHC) as of Q4 2013, up from 78 in Q3 2013.
  • Funds reported $262M of National Healthcare stock for Q4 2013, up 19% quarter-over-quarter.
  • 7 funds opened new National Healthcare positions in Q4 2013 and 6 closed out, a net change of +1 holder.
  • The largest National Healthcare buyer in Q4 2013 was Suntrust Banks, an estimated $4.35M added.
  • The largest National Healthcare seller in Q4 2013 was Bessemer Group, an estimated $1.27M sold.

Based on aggregated 13F filings for Q4 2013.