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National Healthcare

136 hedge funds and large institutions have $418M invested in National Healthcare in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

133% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 27

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more funds holding

Funds holding: 118136 (+18)

11% more capital invested

Capital invested by funds: $376M → $418M (+$41.6M)

0.11% more ownership

Funds ownership: 46.71%46.83% (+0.11%)

Holders
136
Holders Change
+18
Holders Change %
+15.25%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
63
Reduced
27
Closed
6
Calls
$34K
Puts
Net Calls
+$34K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$2.27M +$18.5K +322 +0.8%
JP Morgan Chase
27
JP Morgan Chase
New York
$2.24M +$2.64K +46 +0.1%
E
28
Ergoteles
New York
$2.23M +$2.21M +38,412 New
BGIM
29
Brandywine Global Investment Management
Pennsylvania
$2.11M -$2.99K -52 -0.1%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$2.05M -$241K -4,199 -11%
AWM
31
AE Wealth Management
Kansas
$2.03M
Prudential Financial
32
Prudential Financial
New Jersey
$2M -$874K -15,200 -31%
VIM
33
VELA Investment Management
Ohio
$1.96M +$320K +5,560 +20%
Invesco
34
Invesco
Georgia
$1.91M -$25.6M -444,852 -93%
AA
35
ALPS Advisors
Colorado
$1.91M +$208K +3,616 +12%
DA
36
Denali Advisors
California
$1.85M +$103K +1,800 +6%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.83M -$236K -4,100 -12%
DCM
38
Dean Capital Management
Kansas
$1.76M +$247K +4,305 +17%
LCM
39
Legato Capital Management
California
$1.76M +$247K +4,305 +17%
State Board of Administration of Florida Retirement System
40
State Board of Administration of Florida Retirement System
Florida
$1.73M +$396K +6,891 +30%
Bank of America
41
Bank of America
North Carolina
$1.7M +$814K +14,167 +93%
N
42
Nuveen
North Carolina
$1.56M -$386K -6,712 -20%
HF
43
HRT Financial
New York
$1.48M +$1.46M +25,475 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$1.2M +$5.98K +104 +0.5%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$1.18M +$48.3K +841 +4%
LTAS
46
Linden Thomas Advisory Services
North Carolina
$1.09M +$118K +2,048 +12%
PFPT
47
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.03M
Russell Investments Group
48
Russell Investments Group
United Kingdom
$1.03M -$170K -2,949 -14%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.02M -$19K -331 -2%
BA
50
Bridgewater Associates
Connecticut
$961K +$35.6K +620 +4%

NHC Hedge Fund Activity: Q1 2023 in Review

136 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q1 2023, worth a combined $418M — up 11% from $376M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NHC positions and 6 closed out — a net gain of 19 holders — while 63 added to existing stakes and 27 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $4.58M. The largest seller was Invesco, cutting an estimated $25.6M.

  • 136 institutional investors held National Healthcare (NHC) as of Q1 2023, up from 118 in Q4 2022.
  • Funds reported $418M of National Healthcare stock for Q1 2023, up 11% quarter-over-quarter.
  • 25 funds opened new National Healthcare positions in Q1 2023 and 6 closed out, a net change of +19 holders.
  • The largest National Healthcare buyer in Q1 2023 was Susquehanna International Group, an estimated $4.58M added.
  • The largest National Healthcare seller in Q1 2023 was Invesco, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2023.