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National Healthcare
NHC

109 hedge funds and large institutions have $343M invested in National Healthcare in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 24

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 107 → 109 (+2)

1% more capital invested

Capital invested by funds: $341M → $343M (+$1.75M)

0.14% less ownership

Funds ownership: 34.52% → 34.38% (-0.14%)

45% less call options, than puts

Call options by funds: $4.38M | Put options by funds: $7.91M

Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
2.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
42
Reduced
24
Closed
9
Calls
$4.38M
Puts
$7.91M
Net Calls
-$3.53M
Net Calls Change
+$17.7M

Top Buyers

Rank Fund Capital Flow
1
MAM
Martingale Asset Management
Massachusetts
+$1.55M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.16M
3
ProShare Advisors
ProShare Advisors
Maryland
+$883K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$852K
5
Citigroup
Citigroup
New York
+$787K

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$3.87M
2
EA
Emerald Acquisition
Washington
-$1.6M
3
GAM
Gotham Asset Management
New York
-$1.08M
4
BA
BlackRock Advisors
Delaware
-$1.05M
5
CG
Cutler Group
California
-$891K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$2.09M +$1.55M +23,901 +306%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$2.09M – – –
PPA
28
Parametric Portfolio Associates
Washington
$1.89M +$4.87K +75 +0.3%
First Trust Advisors
29
First Trust Advisors
Illinois
$1.85M +$372K +5,738 +26%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$1.56M +$13K +200 +0.9%
TA
31
Teachers Advisors
New York
$1.53M +$301K +4,644 +25%
BCM
32
Bridgeway Capital Management
Texas
$1.45M – – –
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$1.42M -$45.4K -700 -3%
Citigroup
34
Citigroup
New York
$1.17M +$787K +12,131 +218%
ZCM
35
Zebra Capital Management
Connecticut
$1.14M -$29.4K -453 -3%
CS
36
Credit Suisse
Switzerland
$1.08M +$274K +4,223 +35%
Morgan Stanley
37
Morgan Stanley
New York
$1.07M +$97.3K +1,499 +10%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$1.03M +$106K +1,634 +12%
Goldman Sachs
39
Goldman Sachs
New York
$1.02M +$361K +5,562 +56%
Swiss National Bank
40
Swiss National Bank
Switzerland
$998K – – –
AllianceBernstein
41
AllianceBernstein
Tennessee
$986K -$19.5K -300 -2%
OC
42
Oppenheimer & Co
New York
$903K – – –
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$779K +$104K +1,600 +16%
SO
44
STRS Ohio
Ohio
$772K -$26K -400 -3%
AQR Capital Management
45
AQR Capital Management
Connecticut
$742K +$198K +3,049 +37%
Victory Capital Management
46
Victory Capital Management
Texas
$741K +$174K +2,686 +31%
Bessemer Group
47
Bessemer Group
New Jersey
$732K +$720K +11,100 New
BG
48
Bahl & Gaynor
Ohio
$680K +$32.8K +505 +5%
PFPT
49
Pinnacle Financial Partners (Tennessee)
Tennessee
$652K – – –
QI
50
Quotient Investors
New York
$634K – – –
1
2
3 4 5

NHC Hedge Fund Activity: Q3 2016 in Review

109 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q3 2016, worth a combined $343M — up 0.51% from $341M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NHC positions and 9 closed out — a net gain of 3 holders — while 42 added to existing stakes and 24 trimmed.

The largest buyer was Martingale Asset Management, adding an estimated $1.55M. The largest seller was T. Rowe Price Associates, cutting an estimated $3.87M.

  • 109 institutional investors held National Healthcare (NHC) as of Q3 2016, up from 107 in Q2 2016.
  • Funds reported $343M of National Healthcare stock for Q3 2016, up 0.51% quarter-over-quarter.
  • 12 funds opened new National Healthcare positions in Q3 2016 and 9 closed out, a net change of +3 holders.
  • The largest National Healthcare buyer in Q3 2016 was Martingale Asset Management, an estimated $1.55M added.
  • The largest National Healthcare seller in Q3 2016 was T. Rowe Price Associates, an estimated $3.87M sold.

Based on aggregated 13F filings for Q3 2016.