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National Healthcare

130 hedge funds and large institutions have $541M invested in National Healthcare in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $474M → $541M (+$66.7M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 130130 (0)

0.57% less ownership

Funds ownership: 46.5%45.93% (-0.57%)

16% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 51

Holders
130
Holders Change
Holders Change %
0%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
43
Reduced
51
Closed
11
Calls
$669K
Puts
Net Calls
+$669K
Net Calls Change
+$643K
Name Holding Trade Value Shares
Change
Change in
Stake
SO
51
STRS Ohio
Ohio
$927K
APG Asset Management
52
APG Asset Management
Netherlands
$883K
AAM
53
Advisors Asset Management
Colorado
$867K -$14.4K -203 -2%
CS
54
Credit Suisse
Switzerland
$787K -$122K -1,721 -15%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$740K +$314K +4,430 +87%
VRS
56
Virginia Retirement Systems
Virginia
$732K +$99.1K +1,400 +18%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$729K +$56.8K +803 +9%
PAM
58
Panagora Asset Management
Massachusetts
$728K -$559K -7,902 -46%
UBS AM
59
UBS AM
Illinois
$702K
VOYA Investment Management
60
VOYA Investment Management
Georgia
$683K +$34.3K +484 +6%
JIR
61
James Investment Research
Ohio
$679K -$207K -2,930 -25%
KWM
62
Kingsview Wealth Management
Oregon
$672K +$613K +8,668 New
QI
63
QS Investors
New York
$647K
Deutsche Bank
64
Deutsche Bank
Germany
$638K -$68.4K -966 -11%
UBS Group
65
UBS Group
Switzerland
$634K +$148K +2,098 +35%
Robeco Institutional Asset Management
66
Robeco Institutional Asset Management
Netherlands
$585K
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$581K +$180K +2,546 +52%
N
68
Natixis
France
$577K
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$559K -$23.8K -337 -4%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$556K +$239K +3,372 +90%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$524K -$3.33K -47 -0.7%
ETC
72
Exchange Traded Concepts
Oklahoma
$500K +$136K +1,915 +43%
RJA
73
Raymond James & Associates
Florida
$498K +$452K +6,393 New
Citigroup
74
Citigroup
New York
$456K -$106K -1,495 -20%
DCM
75
Dupont Capital Management
Delaware
$409K -$76.1K -1,076 -17%

NHC Hedge Fund Activity: Q1 2021 in Review

130 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q1 2021, worth a combined $541M — up 14% from $474M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NHC positions and 11 closed out — a net gain of 1 holder — while 43 added to existing stakes and 51 trimmed.

The largest buyer was American Century Companies, adding an estimated $7.3M. The largest seller was Northern Trust, cutting an estimated $6.45M.

  • 130 institutional investors held National Healthcare (NHC) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $541M of National Healthcare stock for Q1 2021, up 14% quarter-over-quarter.
  • 12 funds opened new National Healthcare positions in Q1 2021 and 11 closed out, a net change of +1 holder.
  • The largest National Healthcare buyer in Q1 2021 was American Century Companies, an estimated $7.3M added.
  • The largest National Healthcare seller in Q1 2021 was Northern Trust, an estimated $6.45M sold.

Based on aggregated 13F filings for Q1 2021.