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National Healthcare

88 hedge funds and large institutions have $283M invested in National Healthcare in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

7% more funds holding

Funds holding: 8288 (+6)

4% more capital invested

Capital invested by funds: $273M → $283M (+$9.96M)

0.54% more ownership

Funds ownership: 34.78%35.32% (+0.54%)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
31
Reduced
33
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
51
Royce & Associates
New York
$344K +$186K +3,409 +126%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$338K
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$327K +$316K +5,804 New
FIM
54
Freedom Investment Management
Connecticut
$320K +$5.17K +95 +2%
Two Sigma Investments
55
Two Sigma Investments
New York
$312K -$131K -2,400 -30%
BA
56
BlackRock Advisors
Delaware
$309K -$58.5K -1,074 -16%
CS
57
Credit Suisse
Switzerland
$292K -$295K -5,423 -51%
First Trust Advisors
58
First Trust Advisors
Illinois
$292K -$119K -2,179 -30%
VOYA Investment Management
59
VOYA Investment Management
Georgia
$285K
ProShare Advisors
60
ProShare Advisors
Maryland
$279K -$323K -5,924 -54%
GMIM
61
General Motors Investment Management
New York
$271K
ICM
62
IMS Capital Management
Oregon
$265K
Ameriprise
63
Ameriprise
Minnesota
$231K -$46.8K -860 -17%
Stifel Financial
64
Stifel Financial
Missouri
$230K +$222K +4,078 New
Nomura Holdings
65
Nomura Holdings
Japan
$225K +$219K +4,020 New
RFC
66
Regions Financial Corp
Alabama
$223K -$64.7K -1,188 -23%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$184K +$14.7K +270 +9%
PAM
68
Panagora Asset Management
Massachusetts
$143K +$86.2K +1,583 +164%
Morgan Stanley
69
Morgan Stanley
New York
$113K -$356K -6,541 -77%
HSA
70
Hussman Strategic Advisors
Maryland
$113K -$109K -2,000 -50%
Wells Fargo
71
Wells Fargo
California
$101K +$218 +4 +0.2%
Axa
72
Axa
France
$83K +$80.3K +1,475 New
U
73
UBS
Switzerland
$59K +$15.8K +291 +38%
STC
74
SEI Trust Company
Pennsylvania
$51K
VFA
75
Virtus Fund Advisers
Connecticut
$50K +$47.9K +880 New

NHC Hedge Fund Activity: Q2 2014 in Review

88 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q2 2014, worth a combined $283M — up 3.7% from $273M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NHC positions and 4 closed out — a net gain of 6 holders — while 31 added to existing stakes and 33 trimmed.

The largest buyer was Norges Bank, adding an estimated $5.17M. The largest seller was BlackRock Fund Advisors, cutting an estimated $2.14M.

  • 88 institutional investors held National Healthcare (NHC) as of Q2 2014, up from 82 in Q1 2014.
  • Funds reported $283M of National Healthcare stock for Q2 2014, up 3.7% quarter-over-quarter.
  • 10 funds opened new National Healthcare positions in Q2 2014 and 4 closed out, a net change of +6 holders.
  • The largest National Healthcare buyer in Q2 2014 was Norges Bank, an estimated $5.17M added.
  • The largest National Healthcare seller in Q2 2014 was BlackRock Fund Advisors, an estimated $2.14M sold.

Based on aggregated 13F filings for Q2 2014.