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National Healthcare

132 hedge funds and large institutions have $456M invested in National Healthcare in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $418M → $456M (+$38.1M)

1.3% more ownership

Funds ownership: 46.83%48.13% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 136132 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

31% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 55

Holders
132
Holders Change
-4
Holders Change %
-2.94%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
38
Reduced
55
Closed
14
Calls
$364K
Puts
Net Calls
+$364K
Net Calls Change
+$330K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$2.52M -$119K -2,002 -5%
State of New Jersey Common Pension Fund D
27
State of New Jersey Common Pension Fund D
New Jersey
$2.47M
Millennium Management
28
Millennium Management
New York
$2.47M -$1.79M -30,228 -43%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$2.46M +$44.5K +751 +2%
BGIM
30
Brandywine Global Investment Management
Pennsylvania
$2.24M +$1.48K +25 +0.1%
AWM
31
AE Wealth Management
Kansas
$2.16M
VIM
32
VELA Investment Management
Ohio
$2.09M
HSBC Holdings
33
HSBC Holdings
United Kingdom
$2.06M +$1.45M +24,430 +279%
Invesco
34
Invesco
Georgia
$1.99M -$36.8K -620 -2%
DA
35
Denali Advisors
California
$1.97M
DCM
36
Dean Capital Management
Kansas
$1.94M +$65.1K +1,098 +4%
LCM
37
Legato Capital Management
California
$1.94M +$65.1K +1,098 +4%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.86M -$77.1K -1,300 -4%
State Board of Administration of Florida Retirement System
39
State Board of Administration of Florida Retirement System
Florida
$1.85M +$9.9K +167 +0.6%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$1.77M -$394K -6,639 -19%
N
41
Nuveen
North Carolina
$1.66M
DekaBank Deutsche Girozentrale
42
DekaBank Deutsche Girozentrale
Germany
$1.56M +$1.52M +25,598 New
Bank of America
43
Bank of America
North Carolina
$1.53M -$273K -4,606 -16%
Allspring Global Investments
44
Allspring Global Investments
North Carolina
$1.26M +$1.17M +19,797 +3,137%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$1.2M -$51.6K -870 -4%
MHP
46
Manatuck Hill Partners
Connecticut
$1.11M +$178K +3,000 +20%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$1.11M +$11.8K +199 +1%
PFPT
48
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.09M -$5.93K -100 -0.6%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$1.09M -$173K -2,910 -14%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.01M -$69.3K -1,168 -7%

NHC Hedge Fund Activity: Q2 2023 in Review

132 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q2 2023, worth a combined $456M — up 9.1% from $418M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NHC and 10 opened new positions — a net loss of 4 holders — while 55 trimmed existing stakes and 38 added.

The largest buyer was Ameriprise, adding an estimated $6.74M. The largest seller was Vanguard Group, cutting an estimated $3.94M.

  • 132 institutional investors held National Healthcare (NHC) as of Q2 2023, down from 136 in Q1 2023.
  • Funds reported $456M of National Healthcare stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 10 funds opened new National Healthcare positions in Q2 2023 and 14 closed out, a net change of -4 holders.
  • The largest National Healthcare buyer in Q2 2023 was Ameriprise, an estimated $6.74M added.
  • The largest National Healthcare seller in Q2 2023 was Vanguard Group, an estimated $3.94M sold.

Based on aggregated 13F filings for Q2 2023.