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National Healthcare

94 hedge funds and large institutions have $320M invested in National Healthcare in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

4% more funds holding

Funds holding: 9094 (+4)

4% more capital invested

Capital invested by funds: $307M → $320M (+$12.8M)

0.72% less ownership

Funds ownership: 35.57%34.85% (-0.72%)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

41% less call options, than puts

Call options by funds: $4.2M | Put options by funds: $7.14M

Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
25
Reduced
29
Closed
9
Calls
$4.2M
Puts
$7.14M
Net Calls
-$2.94M
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
51
Pinnacle Financial Partners (Tennessee)
Tennessee
$460K
MAM
52
Martingale Asset Management
Massachusetts
$408K +$6.48K +100 +2%
AIG
53
American International Group
New York
$364K -$713 -11 -0.2%
Morgan Stanley
54
Morgan Stanley
New York
$314K -$400K -6,180 -55%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$313K
Two Sigma Advisers
56
Two Sigma Advisers
New York
$308K -$6.48K -100 -2%
FIM
57
Freedom Investment Management
Connecticut
$290K -$1.3M -20,054 -81%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$271K +$284K +4,386 New
BA
59
BlackRock Advisors
Delaware
$263K -$133K -2,060 -33%
Goldman Sachs
60
Goldman Sachs
New York
$260K +$273K +4,214 New
Citigroup
61
Citigroup
New York
$245K +$238K +3,666 +1,214%
Wells Fargo
62
Wells Fargo
California
$229K -$1.69K -26 -0.7%
RFC
63
Regions Financial Corp
Alabama
$226K
Millennium Management
64
Millennium Management
New York
$223K -$320K -4,931 -58%
CCM
65
Coldstream Capital Management
Washington
$222K +$233K +3,602 New
Citadel Advisors
66
Citadel Advisors
Florida
$217K +$228K +3,519 New
EVM
67
Eaton Vance Management
Massachusetts
$207K
M&T Bank
68
M&T Bank
New York
$206K -$3.24K -50 -1%
NPPM
69
North Point Portfolio Managers
Ohio
$204K
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$160K
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$123K -$389 -6 -0.3%
Legal & General Group
72
Legal & General Group
United Kingdom
$111K
TRCT
73
Tower Research Capital (TRC)
New York
$69K +$9.46K +146 +15%
PAM
74
Panagora Asset Management
Massachusetts
$56K
LNB
75
Ledyard National Bank
$54K

NHC Hedge Fund Activity: Q4 2015 in Review

94 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q4 2015, worth a combined $320M — up 4.2% from $307M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NHC positions and 9 closed out — a net gain of 4 holders — while 25 added to existing stakes and 29 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $5.3M. The largest seller was American Century Companies, exiting entirely with an estimated $3.78M sold.

  • 94 institutional investors held National Healthcare (NHC) as of Q4 2015, up from 90 in Q3 2015.
  • Funds reported $320M of National Healthcare stock for Q4 2015, up 4.2% quarter-over-quarter.
  • 13 funds opened new National Healthcare positions in Q4 2015 and 9 closed out, a net change of +4 holders.
  • The largest National Healthcare buyer in Q4 2015 was Thrivent Financial for Lutherans, an estimated $5.3M added.
  • The largest National Healthcare seller in Q4 2015 was American Century Companies, an estimated $3.78M sold.

Based on aggregated 13F filings for Q4 2015.