National Healthcare
78 hedge funds and large institutions have $220M invested in National Healthcare in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 18
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
4% more funds holding
Funds holding: 75 → 78 (+3)
1.08% more ownership
Funds ownership: 32.11% → 33.19% (+1.1%)
3% more capital invested
Capital invested by funds: $214M → $220M (+$6.04M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.68M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.47M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$1.05M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$924K |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$855K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$739K |
| 2 |
RhumbLine Advisers
Boston,
Massachusetts
|
-$619K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$386K |
| 4 |
Neuberger Berman Group
New York
|
-$299K |
| 5 |
GAM
Gotham Asset Management
New York
|
-$275K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EFSCE
76
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $2K | – | – | – |
|
|
DA
77
Denali Advisors
San Diego,
California
| $1K | +$574 | +12 | +171% |
|
78
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $335 | – | – | – |
|
|
79
Neuberger Berman Group
New York
| – | -$299K | -6,250 | Closed |
|
|
LMF
80
LMR Master Fund
Grand Cayman,
Cayman Islands
| – | -$218K | -4,551 | Closed |
|
81
Axa
Paris,
France
| – | -$14K | -300 | Closed |
|
|
MFS
82
MSI Financial Services
Springfield,
Massachusetts
| – | -$13K | -269 | Closed |
|
NHC Hedge Fund Activity: Q3 2013 in Review
78 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q3 2013, worth a combined $220M — up 2.8% from $214M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NHC positions and 5 closed out — a net gain of 3 holders — while 36 added to existing stakes and 18 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.68M. The largest seller was State Street, cutting an estimated $739K.
- 78 institutional investors held National Healthcare (NHC) as of Q3 2013, up from 75 in Q2 2013.
- Funds reported $220M of National Healthcare stock for Q3 2013, up 2.8% quarter-over-quarter.
- 8 funds opened new National Healthcare positions in Q3 2013 and 5 closed out, a net change of +3 holders.
- The largest National Healthcare buyer in Q3 2013 was JP Morgan Chase, an estimated $1.68M added.
- The largest National Healthcare seller in Q3 2013 was State Street, an estimated $739K sold.
Based on aggregated 13F filings for Q3 2013.