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National Healthcare
NHC

122 hedge funds and large institutions have $495M invested in National Healthcare in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more call options, than puts

Call options by funds: $154K | Put options by funds: $21K

8% more capital invested

Capital invested by funds: $460M → $495M (+$35.1M)

0.87% more ownership

Funds ownership: 44.76% → 45.63% (+0.87%)

6% less funds holding

Funds holding: 130 → 122 (-8)

15% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 52

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
122
Holders Change
-8
Holders Change %
-6.15%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
44
Reduced
52
Closed
15
Calls
$154K
Puts
$21K
Net Calls
+$133K
Net Calls Change
-$98K

Top Buyers

1
Invesco
Invesco
Georgia
+$18.5M
2
Victory Capital Management
Victory Capital Management
Texas
+$6.61M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.77M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
+$1.15M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$726K

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$4.37M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.12M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.06M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.42M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$2.56M -$97.2K -1,446 -4%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$2.54M -$73.7K -1,096 -3%
DCM
28
Dean Capital Management
Kansas
$2.54M +$147K +2,185 +6%
AWM
29
AE Wealth Management
Kansas
$2.46M -$67.1K -997 -3%
OSIA
30
O'Shares Investment Advisers
Massachusetts
$2.42M +$124K +1,850 +6%
Swiss National Bank
31
Swiss National Bank
Switzerland
$2.18M +$148K +2,200 +8%
AQR Capital Management
32
AQR Capital Management
Connecticut
$2M -$328K -4,882 -15%
MAM
33
Martingale Asset Management
Massachusetts
$1.7M -$301K -4,482 -16%
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$1.66M +$1.15M +17,056 +258%
Truist Financial
35
Truist Financial
North Carolina
$1.64M -$69.3K -1,030 -4%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$1.45M -$134K -1,992 -9%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$1.42M -$196K -2,921 -13%
ZCM
38
Ziegler Capital Management
Illinois
$1.41M -$202K -3,000 -13%
PFPT
39
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.37M +$10.1K +150 +0.8%
VIM
40
VELA Investment Management
Ohio
$1.34M +$5.65K +84 +0.4%
BA
41
Bridgewater Associates
Connecticut
$1.27M +$294K +4,369 +32%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$1.16M -$103K -1,537 -8%
AllianceBernstein
43
AllianceBernstein
Tennessee
$1.06M +$6.72K +100 +0.7%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$1M +$94.9K +1,411 +11%
UBS AM
45
UBS AM
Illinois
$955K +$90.8K +1,350 +11%
CS
46
Credit Suisse
Switzerland
$767K -$16.1K -239 -2%
VRS
47
Virginia Retirement Systems
Virginia
$758K -$6.72K -100 -0.9%
PAM
48
Panagora Asset Management
Massachusetts
$700K +$39.9K +593 +6%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$688K +$42.8K +637 +7%
DA
50
Denali Advisors
California
$668K +$242K +3,600 +61%
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NHC Hedge Fund Activity: Q1 2022 in Review

122 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q1 2022, worth a combined $495M — up 7.6% from $460M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NHC and 8 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 44 added.

The largest buyer was Invesco, adding an estimated $18.5M. The largest seller was Charles Schwab, cutting an estimated $4.37M.

  • 122 institutional investors held National Healthcare (NHC) as of Q1 2022, down from 130 in Q4 2021.
  • Funds reported $495M of National Healthcare stock for Q1 2022, up 7.6% quarter-over-quarter.
  • 8 funds opened new National Healthcare positions in Q1 2022 and 15 closed out, a net change of -7 holders.
  • The largest National Healthcare buyer in Q1 2022 was Invesco, an estimated $18.5M added.
  • The largest National Healthcare seller in Q1 2022 was Charles Schwab, an estimated $4.37M sold.

Based on aggregated 13F filings for Q1 2022.