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National Healthcare
NHC

131 hedge funds and large institutions have $471M invested in National Healthcare in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $456M → $471M (+$15.2M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.08% less ownership

Funds ownership: 48.13% → 48.05% (-0.08%)

1% less funds holding

Funds holding: 132 → 131 (-1)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

25% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 55

Holders
131
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
41
Reduced
55
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KLC
Kent Lake Capital
Nevada
+$7.69M
2
N
Nuveen
North Carolina
+$2.64M
3
FP
Foundry Partners
Minnesota
+$2.5M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.86M
5
Charles Schwab
Charles Schwab
California
+$1.66M

Top Sellers

1
AA
ALPS Advisors
Colorado
-$2.95M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.55M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$2.47M
4
Millennium Management
Millennium Management
New York
-$1.7M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$2.53M -$763K -11,910 -23%
FP
27
Foundry Partners
Minnesota
$2.49M +$2.5M +38,950 New
VIM
28
VELA Investment Management
Ohio
$2.43M +$269K +4,192 +12%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$2.43M -$185K -2,881 -7%
AWM
30
AE Wealth Management
Kansas
$2.22M -$23.2K -362 -1%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$2.14M -$577K -9,000 -21%
Invesco
32
Invesco
Georgia
$2.04M -$22.6K -352 -1%
DA
33
Denali Advisors
California
$2.04M – – –
HSBC Holdings
34
HSBC Holdings
United Kingdom
$1.93M -$187K -2,921 -9%
Swiss National Bank
35
Swiss National Bank
Switzerland
$1.93M – – –
State Board of Administration of Florida Retirement System
36
State Board of Administration of Florida Retirement System
Florida
$1.92M +$1.28K +20 +0.1%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$1.87M +$36.3K +566 +2%
DCM
38
Dean Capital Management
Kansas
$1.68M -$336K -5,239 -17%
LCM
39
Legato Capital Management
California
$1.68M -$336K -5,239 -17%
DekaBank Deutsche Girozentrale
40
DekaBank Deutsche Girozentrale
Germany
$1.39M -$259K -4,044 -16%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$1.35M +$201K +3,134 +17%
Citadel Advisors
42
Citadel Advisors
Florida
$1.2M -$2.55M -39,812 -68%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$1.16M -$83.4K -1,302 -7%
MHP
44
Manatuck Hill Partners
Connecticut
$1.15M – – –
Bank of America
45
Bank of America
North Carolina
$1.15M -$436K -6,809 -28%
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$1.14M -$163K -2,539 -12%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$1.13M +$1.92K +30 +0.2%
American Century Companies
48
American Century Companies
Missouri
$1.11M +$73K +1,140 +7%
PFPT
49
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.1M -$35K -546 -3%
MAM
50
Martingale Asset Management
Massachusetts
$996K – – –
1
2
3 4 5

NHC Hedge Fund Activity: Q3 2023 in Review

131 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q3 2023, worth a combined $471M — up 3.3% from $456M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NHC and 11 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 41 added.

The largest buyer was Kent Lake Capital, opening a new position worth an estimated $7.69M. The largest seller was ALPS Advisors, exiting entirely with an estimated $2.95M sold.

  • 131 institutional investors held National Healthcare (NHC) as of Q3 2023, down from 132 in Q2 2023.
  • Funds reported $471M of National Healthcare stock for Q3 2023, up 3.3% quarter-over-quarter.
  • 11 funds opened new National Healthcare positions in Q3 2023 and 12 closed out, a net change of -1 holder.
  • The largest National Healthcare buyer in Q3 2023 was Kent Lake Capital, an estimated $7.69M added.
  • The largest National Healthcare seller in Q3 2023 was ALPS Advisors, an estimated $2.95M sold.

Based on aggregated 13F filings for Q3 2023.