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National Healthcare

170 hedge funds and large institutions have $789M invested in National Healthcare in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 41 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

557% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $236K

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

7% more funds holding

Funds holding: 159170 (+11)

3% less capital invested

Capital invested by funds: $810M → $789M (-$20.4M)

2.63% less ownership

Funds ownership: 57.12%54.49% (-2.6%)

42% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 71

Holders
170
Holders Change
+11
Holders Change %
+6.92%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
41
Reduced
71
Closed
20
Calls
$1.55M
Puts
$236K
Net Calls
+$1.31M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$2.71M -$2.34M -24,682 -46%
Public Sector Pension Investment Board (PSP Investments)
27
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.61M -$31.2K -330 -1%
Swiss National Bank
28
Swiss National Bank
Switzerland
$2.57M
DZ Bank
29
DZ Bank
Germany
$2.55M -$3.56M -37,645 -58%
American Century Companies
30
American Century Companies
Missouri
$2.48M +$329K +3,475 +15%
VA
31
Vident Advisory
Georgia
$2.45M +$124K +1,306 +5%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$2.41M +$2.41M +25,486 New
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$2.37M +$2.37M +25,066 New
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$1.96M +$430K +4,544 +28%
State Board of Administration of Florida Retirement System
35
State Board of Administration of Florida Retirement System
Florida
$1.73M +$207K +2,186 +8%
WA
36
WESPAC Advisors
California
$1.6M +$16.3K +172 +1%
Teacher Retirement System of Texas
37
Teacher Retirement System of Texas
Texas
$1.59M +$720K +7,607 +83%
Cerity Partners
38
Cerity Partners
New York
$1.55M +$1.55M +16,350 New
UBS AM
39
UBS AM
Illinois
$1.52M +$269K +2,844 +21%
AllianceBernstein
40
AllianceBernstein
Tennessee
$1.52M +$107K +1,130 +8%
MAM
41
Martingale Asset Management
Massachusetts
$1.49M +$18.9K +200 +1%
PFPT
42
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.46M -$9.28K -98 -0.6%
ETC
43
Exchange Traded Concepts
Oklahoma
$1.45M +$1.45M +15,313 New
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$1.42M -$1.17M -12,405 -45%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$1.41M -$1.01M -10,639 -42%
Prudential Financial
46
Prudential Financial
New Jersey
$1.4M -$59.2K -625 -4%
MHP
47
Manatuck Hill Partners
Connecticut
$1.39M -$312K -3,300 -18%
CS
48
Credit Suisse
Switzerland
$1.38M -$32.5K -343 -2%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.29M -$67.8K -716 -5%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$1.28M -$235K -2,478 -15%

NHC Hedge Fund Activity: Q1 2024 in Review

170 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q1 2024, worth a combined $789M — down 2.5% from $810M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new NHC positions and 20 closed out — a net gain of 11 holders — while 41 added to existing stakes and 71 trimmed.

The largest buyer was Vanguard Group, adding an estimated $7.09M. The largest seller was Morgan Stanley, cutting an estimated $9.09M.

  • 170 institutional investors held National Healthcare (NHC) as of Q1 2024, up from 159 in Q4 2023.
  • Funds reported $789M of National Healthcare stock for Q1 2024, down 2.5% quarter-over-quarter.
  • 31 funds opened new National Healthcare positions in Q1 2024 and 20 closed out, a net change of +11 holders.
  • The largest National Healthcare buyer in Q1 2024 was Vanguard Group, an estimated $7.09M added.
  • The largest National Healthcare seller in Q1 2024 was Morgan Stanley, an estimated $9.09M sold.

Based on aggregated 13F filings for Q1 2024.