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National Healthcare
NHC

147 hedge funds and large institutions have $541M invested in National Healthcare in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 50

3.86% more ownership

Funds ownership: 45.28% → 49.14% (+3.9%)

3% less funds holding

Funds holding: 151 → 147 (-4)

10% less capital invested

Capital invested by funds: $599M → $541M (-$58.4M)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

65% less call options, than puts

Call options by funds: $6.48M | Put options by funds: $18.7M

Holders
147
Holders Change
-4
Holders Change %
-2.65%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
56
Reduced
50
Closed
19
Calls
$6.48M
Puts
$18.7M
Net Calls
-$12.2M
Net Calls Change
-$8.19M

Top Buyers

Rank Fund Capital Flow
1
MHS
M Holdings Securities
Oregon
+$19.2M
2
JP Morgan Chase
JP Morgan Chase
New York
+$9.04M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.84M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.97M
5
Victory Capital Management
Victory Capital Management
Texas
+$4.21M

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$2.85M
2
PPA
Parametric Portfolio Associates
Washington
-$2.21M
3
Bessemer Group
Bessemer Group
New Jersey
-$2.02M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.3M
5
Morgan Stanley
Morgan Stanley
New York
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Aviva
26
Aviva
United Kingdom
$3.55M +$3.92M +49,500 New
PPA
27
Parametric Portfolio Associates
Washington
$3.32M -$2.21M -27,904 -38%
CA
28
Calton & Associates
Florida
$3.27M +$22.1K +279 +0.6%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$3.05M -$57.1K -722 -2%
APG Asset Management
30
APG Asset Management
Netherlands
$3.04M – – –
Wells Fargo
31
Wells Fargo
California
$2.67M +$865K +10,940 +42%
WG
32
Winton Group
United Kingdom
$2.45M +$749K +9,463 +38%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$2.26M +$1.44M +18,231 +137%
AQR Capital Management
34
AQR Capital Management
Connecticut
$2.15M +$317K +4,002 +15%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$1.99M -$828K -10,470 -27%
Goldman Sachs
36
Goldman Sachs
New York
$1.94M +$81.6K +1,032 +4%
MSL
37
Mackay Shields LLC
New York
$1.87M +$364K +4,600 +21%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$1.77M – – –
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$1.62M +$131K +1,658 +8%
Swiss National Bank
40
Swiss National Bank
Switzerland
$1.6M +$23.7K +300 +1%
Invesco
41
Invesco
Georgia
$1.53M +$1.69M +21,387 New
AG
42
Aperio Group
California
$1.5M -$1.03M -13,079 -38%
First Trust Advisors
43
First Trust Advisors
Illinois
$1.5M -$62.5K -790 -4%
Prudential Financial
44
Prudential Financial
New Jersey
$1.5M -$661K -8,352 -29%
Simplex Trading
45
Simplex Trading
Illinois
$1.47M +$1.61M +20,360 +17,254%
AIMCA
46
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.44M – – –
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$1.32M -$16.5K -208 -1%
PFPT
48
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.25M -$13.8K -175 -1%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$1.2M +$242K +3,061 +22%
Group One Trading
50
Group One Trading
Illinois
$1.13M +$1.25M +15,794 New
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NHC Hedge Fund Activity: Q1 2020 in Review

147 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q1 2020, worth a combined $541M — down 9.7% from $599M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of NHC and 17 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 56 added.

The largest buyer was M Holdings Securities, opening a new position worth an estimated $19.2M. The largest seller was Acadian Asset Management, cutting an estimated $2.85M.

  • 147 institutional investors held National Healthcare (NHC) as of Q1 2020, down from 151 in Q4 2019.
  • Funds reported $541M of National Healthcare stock for Q1 2020, down 9.7% quarter-over-quarter.
  • 17 funds opened new National Healthcare positions in Q1 2020 and 19 closed out, a net change of -2 holders.
  • The largest National Healthcare buyer in Q1 2020 was M Holdings Securities, an estimated $19.2M added.
  • The largest National Healthcare seller in Q1 2020 was Acadian Asset Management, an estimated $2.85M sold.

Based on aggregated 13F filings for Q1 2020.