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National Healthcare

129 hedge funds and large institutions have $478M invested in National Healthcare in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

0.43% less ownership

Funds ownership: 45.46%45.03% (-0.43%)

1% less capital invested

Capital invested by funds: $481M → $478M (-$2.71M)

7% less funds holding

Funds holding: 139129 (-10)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

84% less call options, than puts

Call options by funds: $35K | Put options by funds: $217K

Holders
129
Holders Change
-10
Holders Change %
-7.19%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
46
Reduced
44
Closed
16
Calls
$35K
Puts
$217K
Net Calls
-$182K
Net Calls Change
-$740K
Name Holding Trade Value Shares
Change
Change in
Stake
OSIA
26
O'Shares Investment Advisers
Massachusetts
$2.21M -$649K -8,928 -22%
MAM
27
Martingale Asset Management
Massachusetts
$2.1M +$782K +10,750 +56%
SEI Investments
28
SEI Investments
Pennsylvania
$2.03M +$205K +2,814 +11%
Swiss National Bank
29
Swiss National Bank
Switzerland
$2.02M
ZCM
30
Ziegler Capital Management
Illinois
$2.01M +$403K +5,542 +24%
DCM
31
Dean Capital Management
Kansas
$1.91M +$173K +2,382 +10%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$1.81M -$623K -8,560 -25%
CM
33
CM Management
Florida
$1.75M
Truist Financial
34
Truist Financial
North Carolina
$1.62M -$209K -2,871 -11%
PFPT
35
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.46M
Axa
36
Axa
France
$1.44M +$865K +11,900 +138%
Invesco
37
Invesco
Georgia
$1.33M +$88K +1,210 +7%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$1.23M +$15.4K +212 +1%
Millennium Management
39
Millennium Management
New York
$1.17M +$55.8K +767 +5%
WG
40
Winton Group
United Kingdom
$1.16M -$28.1K -386 -2%
BA
41
Bridgewater Associates
Connecticut
$1.08M -$27.7K -381 -2%
AllianceBernstein
42
AllianceBernstein
Tennessee
$1.04M
Wells Fargo
43
Wells Fargo
California
$1M +$284K +3,909 +38%
ECM
44
ExodusPoint Capital Management
New York
$949K -$341K -4,692 -26%
LSV Asset Management
45
LSV Asset Management
Illinois
$930K
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$902K +$9.31K +128 +1%
SO
47
STRS Ohio
Ohio
$888K -$14.5K -200 -2%
UBS AM
48
UBS AM
Illinois
$858K +$174K +2,397 +24%
Bank of America
49
Bank of America
North Carolina
$818K +$30.3K +416 +4%
APG Asset Management
50
APG Asset Management
Netherlands
$804K

NHC Hedge Fund Activity: Q3 2021 in Review

129 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q3 2021, worth a combined $478M — down 0.56% from $481M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NHC and 8 opened new positions — a net loss of 8 holders — while 44 trimmed existing stakes and 46 added.

The largest buyer was Systematic Financial Management, adding an estimated $2.31M. The largest seller was Acadian Asset Management, cutting an estimated $1.97M.

  • 129 institutional investors held National Healthcare (NHC) as of Q3 2021, down from 139 in Q2 2021.
  • Funds reported $478M of National Healthcare stock for Q3 2021, down 0.56% quarter-over-quarter.
  • 8 funds opened new National Healthcare positions in Q3 2021 and 16 closed out, a net change of -8 holders.
  • The largest National Healthcare buyer in Q3 2021 was Systematic Financial Management, an estimated $2.31M added.
  • The largest National Healthcare seller in Q3 2021 was Acadian Asset Management, an estimated $1.97M sold.

Based on aggregated 13F filings for Q3 2021.