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National Healthcare
NHC

80 hedge funds and large institutions have $315M invested in National Healthcare in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $280M → $315M (+$35.5M)

0.16% more ownership

Funds ownership: 35.44% → 35.6% (+0.16%)

7% less funds holding

Funds holding: 86 → 80 (-6)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

66% less call options, than puts

Call options by funds: $5.88M | Put options by funds: $17.6M

Holders
80
Holders Change
-6
Holders Change %
-6.98%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
22
Closed
11
Calls
$5.88M
Puts
$17.6M
Net Calls
-$11.7M
Net Calls Change
+$354K

Top Buyers

Rank Fund Capital Flow
1
VFS
VSR Financial Services
Kansas
+$2.28M
2
BFA
BlackRock Fund Advisors
California
+$1.61M
3
LSV Asset Management
LSV Asset Management
Illinois
+$1.35M
4
Morgan Stanley
Morgan Stanley
New York
+$598K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$533K

Top Sellers

Rank Fund Capital Flow
1
NFA
Nationwide Fund Advisors
Ohio
-$2.08M
2
PG
PEAK6 Group
Illinois
-$1.49M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.06M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$727K
5
State Street
State Street
Massachusetts
-$693K
Name Holding Trade Value Shares
Change 		Change in
Stake
ZCM
26
Zebra Capital Management
Connecticut
$1.68M -$2.58K -43 -0.2%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$1.61M +$66.1K +1,100 +5%
PPA
28
Parametric Portfolio Associates
Washington
$1.59M +$29.2K +486 +2%
BCM
29
Bridgeway Capital Management
Texas
$1.39M – – –
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$1.2M +$4.87K +81 +0.4%
AllianceBernstein
31
AllianceBernstein
Tennessee
$989K – – –
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$929K +$61.6K +1,025 +7%
TA
33
Teachers Advisors
New York
$899K – – –
SO
34
STRS Ohio
Ohio
$811K -$30K -500 -4%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$791K -$1.06M -17,579 -58%
Morgan Stanley
36
Morgan Stanley
New York
$726K +$598K +9,947 +614%
Invesco
37
Invesco
Georgia
$713K +$41.9K +697 +7%
PG
38
PEAK6 Group
Illinois
$615K -$1.49M -24,879 -72%
NFA
39
Nationwide Fund Advisors
Ohio
$564K -$2.08M -34,677 -79%
LDB
40
Lee, Danner & Bass
Tennessee
$560K – – –
MLICM
41
Metropolitan Life Insurance Company (MetLife)
New York
$548K +$47.1K +784 +10%
QI
42
Quotient Investors
New York
$540K +$24K +400 +5%
CIC
43
Cornercap Investment Counsel
Georgia
$468K – – –
PFPT
44
Pinnacle Financial Partners (Tennessee)
Tennessee
$451K – – –
RFC
45
Russell Frank Company
Washington
$425K – – –
MAM
46
Martingale Asset Management
Massachusetts
$409K – – –
AIG
47
American International Group
New York
$407K -$15.4K -256 -4%
Citigroup
48
Citigroup
New York
$403K +$284K +4,724 +281%
Allianz Asset Management
49
Allianz Asset Management
Germany
$402K – – –
CS
50
Credit Suisse
Switzerland
$374K +$358K +5,962 New
1
2
3 4

NHC Hedge Fund Activity: Q4 2014 in Review

80 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q4 2014, worth a combined $315M — up 13% from $280M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NHC and 8 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 27 added.

The largest buyer was VSR Financial Services, opening a new position worth an estimated $2.28M. The largest seller was Nationwide Fund Advisors, cutting an estimated $2.08M.

  • 80 institutional investors held National Healthcare (NHC) as of Q4 2014, down from 86 in Q3 2014.
  • Funds reported $315M of National Healthcare stock for Q4 2014, up 13% quarter-over-quarter.
  • 8 funds opened new National Healthcare positions in Q4 2014 and 11 closed out, a net change of -3 holders.
  • The largest National Healthcare buyer in Q4 2014 was VSR Financial Services, an estimated $2.28M added.
  • The largest National Healthcare seller in Q4 2014 was Nationwide Fund Advisors, an estimated $2.08M sold.

Based on aggregated 13F filings for Q4 2014.