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National Healthcare

147 hedge funds and large institutions have $541M invested in National Healthcare in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 50

3.86% more ownership

Funds ownership: 45.28%49.14% (+3.9%)

3% less funds holding

Funds holding: 151147 (-4)

10% less capital invested

Capital invested by funds: $599M → $541M (-$58.4M)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

65% less call options, than puts

Call options by funds: $6.48M | Put options by funds: $18.7M

Holders
147
Holders Change
-4
Holders Change %
-2.65%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
56
Reduced
50
Closed
19
Calls
$6.48M
Puts
$18.7M
Net Calls
-$12.2M
Net Calls Change
-$8.19M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
76
UBS AM
Illinois
$551K -$20.7K -262 -3%
DIM
77
DC Investments Management
Virginia
$550K +$60.8K +768 +11%
PAM
78
Panagora Asset Management
Massachusetts
$541K +$78.9K +998 +15%
BCM
79
Bridgeway Capital Management
Texas
$531K -$1.23M -15,582 -68%
AIG
80
American International Group
New York
$519K -$33.1K -418 -5%
Axa
81
Axa
France
$502K +$554K +7,000 New
UBS Group
82
UBS Group
Switzerland
$496K -$582K -7,360 -52%
SEI Investments
83
SEI Investments
Pennsylvania
$488K -$86.6K -1,095 -15%
RJFSA
84
Raymond James Financial Services Advisors
Florida
$485K +$3.08K +39 +0.6%
OAM
85
Oberweis Asset Management
Illinois
$481K -$63.3K -800 -11%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$449K +$14.9K +188 +3%
Citigroup
87
Citigroup
New York
$426K +$222K +2,811 +90%
BC
88
Burney Company
Virginia
$425K +$5.93K +75 +1%
Millennium Management
89
Millennium Management
New York
$414K +$456K +5,768 New
SFM
90
Systematic Financial Management
New Jersey
$410K -$25.7K -325 -5%
GCP
91
GSA Capital Partners
United Kingdom
$386K -$165K -2,081 -28%
ZCM
92
Zebra Capital Management
Connecticut
$377K -$29.7K -375 -7%
MIM
93
MetLife Investment Management
New Jersey
$376K
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$345K +$57.9K +732 +18%
SG Americas Securities
95
SG Americas Securities
New York
$309K +$83.6K +1,057 +33%
RFC
96
Regions Financial Corp
Alabama
$299K
Principal Financial Group
97
Principal Financial Group
Iowa
$297K +$1.34K +17 +0.4%
VI
98
Vestcor Inc
New Brunswick, Canada
$296K -$36.2K -458 -10%
Barclays
99
Barclays
United Kingdom
$293K -$662K -8,373 -67%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$292K +$32.1K +406 +11%

NHC Hedge Fund Activity: Q1 2020 in Review

147 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q1 2020, worth a combined $541M — down 9.7% from $599M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of NHC and 17 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 56 added.

The largest buyer was M Holdings Securities, opening a new position worth an estimated $19.2M. The largest seller was Acadian Asset Management, cutting an estimated $2.85M.

  • 147 institutional investors held National Healthcare (NHC) as of Q1 2020, down from 151 in Q4 2019.
  • Funds reported $541M of National Healthcare stock for Q1 2020, down 9.7% quarter-over-quarter.
  • 17 funds opened new National Healthcare positions in Q1 2020 and 19 closed out, a net change of -2 holders.
  • The largest National Healthcare buyer in Q1 2020 was M Holdings Securities, an estimated $19.2M added.
  • The largest National Healthcare seller in Q1 2020 was Acadian Asset Management, an estimated $2.85M sold.

Based on aggregated 13F filings for Q1 2020.