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National Healthcare
NHC

122 hedge funds and large institutions have $495M invested in National Healthcare in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more call options, than puts

Call options by funds: $154K | Put options by funds: $21K

8% more capital invested

Capital invested by funds: $460M → $495M (+$35.1M)

0.87% more ownership

Funds ownership: 44.76% → 45.63% (+0.87%)

6% less funds holding

Funds holding: 130 → 122 (-8)

15% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 52

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
122
Holders Change
-8
Holders Change %
-6.15%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
44
Reduced
52
Closed
15
Calls
$154K
Puts
$21K
Net Calls
+$133K
Net Calls Change
-$98K

Top Buyers

1
Invesco
Invesco
Georgia
+$18.5M
2
Victory Capital Management
Victory Capital Management
Texas
+$6.61M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.77M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
+$1.15M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$726K

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$4.37M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.12M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.06M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.42M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
76
RFG Advisory
Alabama
$243K -$18.6K -277 -7%
Two Sigma Investments
77
Two Sigma Investments
New York
$237K -$25.4K -378 -10%
EVM
78
Eaton Vance Management
Massachusetts
$236K – – –
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$220K – – –
SI
80
Stephens Inc
Arkansas
$212K – – –
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$204K +$187K +2,778 New
Axa
82
Axa
France
$204K -$841K -12,500 -81%
Citigroup
83
Citigroup
New York
$185K -$230K -3,417 -56%
SG Americas Securities
84
SG Americas Securities
New York
$178K -$87.1K -1,295 -34%
SCA
85
Stonebridge Capital Advisors
Minnesota
$169K -$36.3K -540 -18%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$168K -$198K -2,944 -55%
AAM
87
Advisors Asset Management
Colorado
$155K -$196K -2,909 -57%
TRCT
88
Tower Research Capital (TRC)
New York
$153K -$15.3K -228 -9%
Barclays
89
Barclays
United Kingdom
$147K -$884K -13,144 -86%
SAM
90
Shell Asset Management
Netherlands
$144K -$20.2K -301 -13%
AB
91
Amalgamated Bank
New York
$106K +$102K +1,512 New
AF
92
Amalgamated Financial
New York
$106K +$102K +1,512 New
TFS
93
TrustCore Financial Services
Tennessee
$105K -$39.3K -584 -28%
Osaic Holdings
94
Osaic Holdings
Arizona
$101K +$25K +372 +31%
Canada Life
95
Canada Life
Manitoba, Canada
$98K +$26.3K +391 +41%
MDCM
96
Morgan Dempsey Capital Management
Wisconsin
$96K – – –
AIP
97
Ameritas Investment Partners
Nebraska
$75K – – –
MLICM
98
Metropolitan Life Insurance Company (MetLife)
New York
$63.1K -$163K -2,420 -73%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$60K – – –
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$54K -$110K -1,642 -68%
2 3
4
5 6

NHC Hedge Fund Activity: Q1 2022 in Review

122 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q1 2022, worth a combined $495M — up 7.6% from $460M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NHC and 8 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 44 added.

The largest buyer was Invesco, adding an estimated $18.5M. The largest seller was Charles Schwab, cutting an estimated $4.37M.

  • 122 institutional investors held National Healthcare (NHC) as of Q1 2022, down from 130 in Q4 2021.
  • Funds reported $495M of National Healthcare stock for Q1 2022, up 7.6% quarter-over-quarter.
  • 8 funds opened new National Healthcare positions in Q1 2022 and 15 closed out, a net change of -7 holders.
  • The largest National Healthcare buyer in Q1 2022 was Invesco, an estimated $18.5M added.
  • The largest National Healthcare seller in Q1 2022 was Charles Schwab, an estimated $4.37M sold.

Based on aggregated 13F filings for Q1 2022.