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National Healthcare

132 hedge funds and large institutions have $456M invested in National Healthcare in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $418M → $456M (+$38.1M)

1.3% more ownership

Funds ownership: 46.83%48.13% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 136132 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

31% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 55

Holders
132
Holders Change
-4
Holders Change %
-2.94%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
38
Reduced
55
Closed
14
Calls
$364K
Puts
Net Calls
+$364K
Net Calls Change
+$330K
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
51
American Century Companies
Missouri
$1M +$660K +11,128 +218%
MAM
52
Martingale Asset Management
Massachusetts
$962K -$8.9K -150 -1%
UBS AM
53
UBS AM
Illinois
$953K
AllianceBernstein
54
AllianceBernstein
Tennessee
$948K
CS
55
Credit Suisse
Switzerland
$947K +$154K +2,590 +20%
Teacher Retirement System of Texas
56
Teacher Retirement System of Texas
Texas
$868K -$12.9K -217 -2%
Legal & General Group
57
Legal & General Group
United Kingdom
$852K +$358K +6,045 +78%
BA
58
Bridgewater Associates
Connecticut
$839K -$177K -2,989 -18%
HF
59
HRT Financial
New York
$735K -$805K -13,570 -53%
Truist Financial
60
Truist Financial
North Carolina
$728K -$74.1K -1,250 -10%
EGM
61
Engineers Gate Manager
New York
$700K -$67.3K -1,134 -9%
Prudential Financial
62
Prudential Financial
New Jersey
$678K -$1.39M -23,500 -68%
UBS Group
63
UBS Group
Switzerland
$671K +$262K +4,419 +69%
SAM
64
Silvercrest Asset Management
New York
$603K
Barclays
65
Barclays
United Kingdom
$583K -$200K -3,375 -26%
Citigroup
66
Citigroup
New York
$571K +$309K +5,211 +129%
VIA
67
Vident Investment Advisory
Georgia
$555K +$41.8K +705 +9%
BRWA
68
B. Riley Wealth Advisors
Florida
$547K
Connor, Clark & Lunn Investment Management (CC&L)
69
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$509K +$488K +8,237 New
Robeco Institutional Asset Management
70
Robeco Institutional Asset Management
Netherlands
$464K
PAM
71
Panagora Asset Management
Massachusetts
$453K -$60.4K -1,019 -12%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$450K -$1.54K -26 -0.4%
NYLIM
73
New York Life Investment Management
New York
$439K -$66.4K -1,120 -14%
SGI
74
Summit Global Investments
Utah
$433K -$498K -8,400 -55%
MIM
75
MetLife Investment Management
New Jersey
$409K

NHC Hedge Fund Activity: Q2 2023 in Review

132 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q2 2023, worth a combined $456M — up 9.1% from $418M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NHC and 10 opened new positions — a net loss of 4 holders — while 55 trimmed existing stakes and 38 added.

The largest buyer was Ameriprise, adding an estimated $6.74M. The largest seller was Vanguard Group, cutting an estimated $3.94M.

  • 132 institutional investors held National Healthcare (NHC) as of Q2 2023, down from 136 in Q1 2023.
  • Funds reported $456M of National Healthcare stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 10 funds opened new National Healthcare positions in Q2 2023 and 14 closed out, a net change of -4 holders.
  • The largest National Healthcare buyer in Q2 2023 was Ameriprise, an estimated $6.74M added.
  • The largest National Healthcare seller in Q2 2023 was Vanguard Group, an estimated $3.94M sold.

Based on aggregated 13F filings for Q2 2023.