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National Healthcare

159 hedge funds and large institutions have $810M invested in National Healthcare in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

72% more capital invested

Capital invested by funds: $471M → $810M (+$339M)

21% more funds holding

Funds holding: 131159 (+28)

9.07% more ownership

Funds ownership: 48.05%57.12% (+9.1%)

18% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 57

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $231K

Holders
159
Holders Change
+28
Holders Change %
+21.37%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
47
Reduced
57
Closed
11
Calls
Puts
$231K
Net Calls
-$231K
Net Calls Change
-$231K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$3.55M +$1.88M +24,547 +178%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$3.43M +$607K +7,922 +27%
AWM
28
AE Wealth Management
Kansas
$2.83M -$432K -5,638 -16%
CM
29
CM Management
Florida
$2.77M -$3.45M -45,000 -60%
PA
30
Pineridge Advisors
Missouri
$2.68M +$2.22M +29,000 New
Public Sector Pension Investment Board (PSP Investments)
31
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.59M +$2.14M +27,980 New
State Board of Administration of Florida Retirement System
32
State Board of Administration of Florida Retirement System
Florida
$2.55M -$182K -2,373 -8%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$2.54M -$805K -10,504 -28%
Swiss National Bank
34
Swiss National Bank
Switzerland
$2.52M -$222K -2,900 -10%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$2.37M +$346K +4,518 +21%
VA
36
Vident Advisory
Georgia
$2.28M +$743K +9,701 +65%
American Century Companies
37
American Century Companies
Missouri
$2.1M +$414K +5,398 +31%
Barclays
38
Barclays
United Kingdom
$1.94M +$946K +12,346 +143%
Bank of America
39
Bank of America
North Carolina
$1.88M +$186K +2,421 +14%
DCM
40
Dean Capital Management
Kansas
$1.8M -$512K -6,677 -25%
LCM
41
Legato Capital Management
California
$1.8M -$512K -6,677 -25%
DA
42
Denali Advisors
California
$1.7M -$1.03M -13,500 -42%
MHP
43
Manatuck Hill Partners
Connecticut
$1.66M
DekaBank Deutsche Girozentrale
44
DekaBank Deutsche Girozentrale
Germany
$1.58M -$363K -4,732 -22%
WA
45
WESPAC Advisors
California
$1.55M +$1.29M +16,790 New
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$1.5M -$130K -1,692 -9%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$1.48M -$161K -2,098 -12%
PFPT
48
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.44M -$123K -1,611 -9%
MAM
49
Martingale Asset Management
Massachusetts
$1.44M -$2.3K -30 -0.2%
Prudential Financial
50
Prudential Financial
New Jersey
$1.43M +$1.18M +15,432 New

NHC Hedge Fund Activity: Q4 2023 in Review

159 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q4 2023, worth a combined $810M — up 72% from $471M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NHC positions and 11 closed out — a net gain of 29 holders — while 47 added to existing stakes and 57 trimmed.

The largest buyer was BlackRock, adding an estimated $88.7M. The largest seller was Susquehanna International Group, cutting an estimated $11M.

  • 159 institutional investors held National Healthcare (NHC) as of Q4 2023, up from 131 in Q3 2023.
  • Funds reported $810M of National Healthcare stock for Q4 2023, up 72% quarter-over-quarter.
  • 40 funds opened new National Healthcare positions in Q4 2023 and 11 closed out, a net change of +29 holders.
  • The largest National Healthcare buyer in Q4 2023 was BlackRock, an estimated $88.7M added.
  • The largest National Healthcare seller in Q4 2023 was Susquehanna International Group, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2023.