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National Healthcare

130 hedge funds and large institutions have $541M invested in National Healthcare in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $474M → $541M (+$66.7M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 130130 (0)

0.57% less ownership

Funds ownership: 46.5%45.93% (-0.57%)

16% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 51

Holders
130
Holders Change
Holders Change %
0%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
43
Reduced
51
Closed
11
Calls
$669K
Puts
Net Calls
+$669K
Net Calls Change
+$643K
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
76
MetLife Investment Management
New Jersey
$409K
IA
77
IndexIQ Advisors
New York
$402K +$158K +2,236 +77%
Two Sigma Advisers
78
Two Sigma Advisers
New York
$397K -$106K -1,500 -23%
VIA
79
Vident Investment Advisory
Georgia
$386K -$179K -2,530 -34%
Principal Financial Group
80
Principal Financial Group
Iowa
$386K +$27.6K +390 +9%
EGM
81
Engineers Gate Manager
New York
$348K -$61.2K -865 -16%
RA
82
RFG Advisory
Alabama
$326K
RFC
83
Regions Financial Corp
Alabama
$324K
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$320K -$3.25K -46 -1%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$300K -$224K -3,168 -45%
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$293K -$15.2K -215 -5%
ASRS
87
Arizona State Retirement System
Arizona
$279K +$708 +10 +0.3%
EVM
88
Eaton Vance Management
Massachusetts
$261K
Millennium Management
89
Millennium Management
New York
$251K +$228K +3,220 New
SI
90
Stephens Inc
Arkansas
$243K
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$237K -$130K -1,841 -37%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$236K
MPM
93
Meritage Portfolio Management
Kansas
$221K +$201K +2,841 New
RCAG
94
Rehmann Capital Advisory Group
Michigan
$214K +$195K +2,750 New
NPPM
95
North Point Portfolio Managers
Ohio
$203K +$184K +2,600 New
TRCT
96
Tower Research Capital (TRC)
New York
$200K -$295K -4,170 -62%
SAM
97
Shell Asset Management
Netherlands
$181K
SG Americas Securities
98
SG Americas Securities
New York
$166K -$23.8K -336 -14%
TFS
99
TrustCore Financial Services
Tennessee
$162K
TPCW
100
TD Private Client Wealth
New York
$157K

NHC Hedge Fund Activity: Q1 2021 in Review

130 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q1 2021, worth a combined $541M — up 14% from $474M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NHC positions and 11 closed out — a net gain of 1 holder — while 43 added to existing stakes and 51 trimmed.

The largest buyer was American Century Companies, adding an estimated $7.3M. The largest seller was Northern Trust, cutting an estimated $6.45M.

  • 130 institutional investors held National Healthcare (NHC) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $541M of National Healthcare stock for Q1 2021, up 14% quarter-over-quarter.
  • 12 funds opened new National Healthcare positions in Q1 2021 and 11 closed out, a net change of +1 holder.
  • The largest National Healthcare buyer in Q1 2021 was American Century Companies, an estimated $7.3M added.
  • The largest National Healthcare seller in Q1 2021 was Northern Trust, an estimated $6.45M sold.

Based on aggregated 13F filings for Q1 2021.