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National Healthcare
NHC

122 hedge funds and large institutions have $495M invested in National Healthcare in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more call options, than puts

Call options by funds: $154K | Put options by funds: $21K

8% more capital invested

Capital invested by funds: $460M → $495M (+$35.1M)

0.87% more ownership

Funds ownership: 44.76% → 45.63% (+0.87%)

6% less funds holding

Funds holding: 130 → 122 (-8)

15% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 52

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
122
Holders Change
-8
Holders Change %
-6.15%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
44
Reduced
52
Closed
15
Calls
$154K
Puts
$21K
Net Calls
+$133K
Net Calls Change
-$98K

Top Buyers

1
Invesco
Invesco
Georgia
+$18.5M
2
Victory Capital Management
Victory Capital Management
Texas
+$6.61M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.77M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
+$1.15M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$726K

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$4.37M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.12M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.06M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.42M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
51
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$597K +$572K +8,500 New
Two Sigma Advisers
52
Two Sigma Advisers
New York
$554K +$195K +2,900 +58%
Robeco Institutional Asset Management
53
Robeco Institutional Asset Management
Netherlands
$527K – – –
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$508K +$45.5K +677 +10%
Deutsche Bank
55
Deutsche Bank
Germany
$484K -$54.9K -817 -11%
Bank of America
56
Bank of America
North Carolina
$472K -$323K -4,807 -42%
MIM
57
MetLife Investment Management
New Jersey
$465K +$92.3K +1,373 +26%
AIG
58
American International Group
New York
$438K -$29.5K -439 -7%
VIA
59
Vident Investment Advisory
Georgia
$438K +$90.4K +1,344 +27%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$409K +$18.3K +272 +5%
Wells Fargo
61
Wells Fargo
California
$406K -$292K -4,346 -43%
IA
62
IndexIQ Advisors
New York
$398K +$16.3K +242 +4%
VOYA Investment Management
63
VOYA Investment Management
Georgia
$391K -$147K -2,179 -28%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$360K -$79.2K -1,177 -19%
Principal Financial Group
65
Principal Financial Group
Iowa
$330K -$153K -2,281 -33%
Legal & General Group
66
Legal & General Group
United Kingdom
$323K – – –
MPM
67
Meritage Portfolio Management
Kansas
$319K +$31K +461 +11%
Morgan Stanley
68
Morgan Stanley
New York
$307K -$63.6K -945 -18%
UBS Group
69
UBS Group
Switzerland
$294K -$336K -4,996 -54%
RFC
70
Regions Financial Corp
Alabama
$292K – – –
WAM
71
Watershed Asset Management
California
$278K – – –
II
72
Inspire Investing
Idaho
$277K +$17.1K +254 +7%
Allspring Global Investments
73
Allspring Global Investments
North Carolina
$257K -$663K -9,854 -73%
JIR
74
James Investment Research
Ohio
$250K +$605 +9 +0.3%
ASRS
75
Arizona State Retirement System
Arizona
$249K +$1.08K +16 +0.5%
1 2
3
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NHC Hedge Fund Activity: Q1 2022 in Review

122 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q1 2022, worth a combined $495M — up 7.6% from $460M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NHC and 8 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 44 added.

The largest buyer was Invesco, adding an estimated $18.5M. The largest seller was Charles Schwab, cutting an estimated $4.37M.

  • 122 institutional investors held National Healthcare (NHC) as of Q1 2022, down from 130 in Q4 2021.
  • Funds reported $495M of National Healthcare stock for Q1 2022, up 7.6% quarter-over-quarter.
  • 8 funds opened new National Healthcare positions in Q1 2022 and 15 closed out, a net change of -7 holders.
  • The largest National Healthcare buyer in Q1 2022 was Invesco, an estimated $18.5M added.
  • The largest National Healthcare seller in Q1 2022 was Charles Schwab, an estimated $4.37M sold.

Based on aggregated 13F filings for Q1 2022.