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National Healthcare

131 hedge funds and large institutions have $471M invested in National Healthcare in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $456M → $471M (+$15.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.08% less ownership

Funds ownership: 48.13%48.05% (-0.08%)

1% less funds holding

Funds holding: 132131 (-1)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

25% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 55

Holders
131
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
41
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$958K -$86.4K -1,348 -8%
VA
52
Vident Advisory
Georgia
$956K +$957K +14,937 New
AllianceBernstein
53
AllianceBernstein
Tennessee
$955K -$26.3K -410 -3%
CS
54
Credit Suisse
Switzerland
$948K -$32K -499 -3%
BA
55
Bridgewater Associates
Connecticut
$945K +$77K +1,202 +9%
Legal & General Group
56
Legal & General Group
United Kingdom
$884K +$1.54K +24 +0.2%
Millennium Management
57
Millennium Management
New York
$863K -$1.7M -26,506 -66%
UBS AM
58
UBS AM
Illinois
$848K -$202K -3,160 -19%
UBS Group
59
UBS Group
Switzerland
$758K +$64.2K +1,002 +9%
SGI
60
Summit Global Investments
Utah
$723K +$275K +4,299 +61%
Truist Financial
61
Truist Financial
North Carolina
$708K -$45.8K -715 -6%
Teacher Retirement System of Texas
62
Teacher Retirement System of Texas
Texas
$704K -$196K -3,052 -22%
HIM
63
Hillsdale Investment Management
Ontario, Canada
$662K +$663K +10,345 New
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$641K +$175K +2,734 +38%
HF
65
HRT Financial
New York
$609K -$152K -2,378 -20%
BRWA
66
B. Riley Wealth Advisors
Florida
$566K
Barclays
67
Barclays
United Kingdom
$551K -$51.7K -807 -9%
Robeco Institutional Asset Management
68
Robeco Institutional Asset Management
Netherlands
$480K
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$437K +$17.9K +280 +4%
MIM
70
MetLife Investment Management
New Jersey
$423K
EGM
71
Engineers Gate Manager
New York
$422K -$303K -4,735 -42%
AIG
72
American International Group
New York
$399K +$14.2K +221 +4%
Janus Henderson Group
73
Janus Henderson Group
United Kingdom
$395K +$64 +1 +0%
NYLIM
74
New York Life Investment Management
New York
$392K -$61.9K -966 -14%
Deutsche Bank
75
Deutsche Bank
Germany
$356K +$63.7K +995 +22%

NHC Hedge Fund Activity: Q3 2023 in Review

131 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q3 2023, worth a combined $471M — up 3.3% from $456M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NHC and 11 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 41 added.

The largest buyer was Kent Lake Capital, opening a new position worth an estimated $7.69M. The largest seller was ALPS Advisors, exiting entirely with an estimated $2.95M sold.

  • 131 institutional investors held National Healthcare (NHC) as of Q3 2023, down from 132 in Q2 2023.
  • Funds reported $471M of National Healthcare stock for Q3 2023, up 3.3% quarter-over-quarter.
  • 11 funds opened new National Healthcare positions in Q3 2023 and 12 closed out, a net change of -1 holder.
  • The largest National Healthcare buyer in Q3 2023 was Kent Lake Capital, an estimated $7.69M added.
  • The largest National Healthcare seller in Q3 2023 was ALPS Advisors, an estimated $2.95M sold.

Based on aggregated 13F filings for Q3 2023.