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National Healthcare
NHC

102 hedge funds and large institutions have $422M invested in National Healthcare in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $8.53M | Put options by funds: $4.6M

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

23% more capital invested

Capital invested by funds: $343M → $422M (+$79.1M)

2.39% more ownership

Funds ownership: 34.38% → 36.77% (+2.4%)

6% less funds holding

Funds holding: 109 → 102 (-7)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
102
Holders Change
-7
Holders Change %
-6.42%
% of All Funds
2.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
41
Reduced
32
Closed
12
Calls
$8.53M
Puts
$4.6M
Net Calls
+$3.92M
Net Calls Change
+$7.46M

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$3.91M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.76M
3
ProShare Advisors
ProShare Advisors
Maryland
+$2.74M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.63M
5
State Street
State Street
Massachusetts
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.79M
2
Barclays
Barclays
United Kingdom
-$1.5M
3
TCIM
TIAA CREF Investment Management
New York
-$636K
4
Goldman Sachs
Goldman Sachs
New York
-$554K
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$508K
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$2.65M -$103K -1,490 -4%
Morgan Stanley
27
Morgan Stanley
New York
$2.55M +$1.21M +17,479 +108%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$2.4M – – –
First Trust Advisors
29
First Trust Advisors
Illinois
$1.95M -$157K -2,270 -8%
PPA
30
Parametric Portfolio Associates
Washington
$1.86M -$287K -4,147 -14%
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$1.75M -$41.6K -600 -3%
TA
32
Teachers Advisors
New York
$1.7M -$52K -750 -3%
ZCM
33
Zebra Capital Management
Connecticut
$1.7M +$361K +5,208 +30%
BCM
34
Bridgeway Capital Management
Texas
$1.66M – – –
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$1.62M -$6.93K -100 -0.5%
Citigroup
36
Citigroup
New York
$1.34M +$346 +5 +0%
JP Morgan Chase
37
JP Morgan Chase
New York
$1.3M +$986K +14,234 +489%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.24M +$83.2K +1,200 +8%
Bessemer Group
39
Bessemer Group
New Jersey
$1.2M +$326K +4,700 +42%
AllianceBernstein
40
AllianceBernstein
Tennessee
$1.13M – – –
Barclays
41
Barclays
United Kingdom
$1.12M -$1.5M -21,611 -59%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.08M -$92.1K -1,329 -9%
OC
43
Oppenheimer & Co
New York
$1.04M – – –
CG
44
Cutler Group
California
$975K +$457K +6,602 +105%
CS
45
Credit Suisse
Switzerland
$940K -$274K -3,953 -24%
AG
46
Aperio Group
California
$932K +$250K +3,606 +42%
Deutsche Bank
47
Deutsche Bank
Germany
$919K +$192K +2,771 +30%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$894K – – –
BG
49
Bahl & Gaynor
Ohio
$840K +$53.4K +770 +7%
Victory Capital Management
50
Victory Capital Management
Texas
$797K -$49.7K -717 -6%
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NHC Hedge Fund Activity: Q4 2016 in Review

102 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q4 2016, worth a combined $422M — up 23% from $343M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NHC and 7 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 41 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $3.91M. The largest seller was T. Rowe Price Associates, cutting an estimated $2.79M.

  • 102 institutional investors held National Healthcare (NHC) as of Q4 2016, down from 109 in Q3 2016.
  • Funds reported $422M of National Healthcare stock for Q4 2016, up 23% quarter-over-quarter.
  • 7 funds opened new National Healthcare positions in Q4 2016 and 12 closed out, a net change of -5 holders.
  • The largest National Healthcare buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $3.91M added.
  • The largest National Healthcare seller in Q4 2016 was T. Rowe Price Associates, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2016.