National Healthcare
106 hedge funds and large institutions have $314M invested in National Healthcare in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 20 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
145% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 20
13% more funds holding
Funds holding: 94 → 106 (+12)
0.59% less ownership
Funds ownership: 34.85% → 34.25% (-0.59%)
2% less capital invested
Capital invested by funds: $320M → $314M (-$6.16M)
72% less call options, than puts
Call options by funds: $7.88M | Put options by funds: $28.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$12.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.89M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.67M |
| 4 |
PG
PEAK6 Group
Chicago,
Illinois
|
+$2.55M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$40.6M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$3.6M |
| 3 |
JIR
James Investment Research
Alpha,
Ohio
|
-$1.6M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$455K |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$330K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VCM
101
Versant Capital Management
Phoenix,
Arizona
| $5K | – | – | – |
|
102
US Bancorp
Minneapolis,
Minnesota
| $5K | +$5.42K | +87 | New |
|
103
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $4K | +$125 | +2 | +3% |
|
|
DA
104
Denali Advisors
San Diego,
California
| $3K | – | – | – |
|
|
TRCT
105
Tower Research Capital (TRC)
New York
| $2K | -$67.8K | -1,088 | -97% |
|
|
MFS
106
MSI Financial Services
Springfield,
Massachusetts
| $2K | -$2.24K | -36 | -57% |
|
|
107
JP Morgan Chase
New York
| – | -$40.6M | -657,293 | Closed |
|
108
Citadel Advisors
Miami,
Florida
| – | -$217K | -3,519 | Closed |
|
109
M&T Bank
Buffalo,
New York
| – | -$206K | -3,333 | Closed |
|
110
BNP Paribas Financial Markets
Paris,
France
| – | -$123K | -1,992 | Closed |
|
NHC Hedge Fund Activity: Q1 2016 in Review
106 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q1 2016, worth a combined $314M — down 1.9% from $320M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new NHC positions and 4 closed out — a net gain of 12 holders — while 49 added to existing stakes and 20 trimmed.
The largest buyer was UBS Group, adding an estimated $12.7M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $40.6M sold.
- 106 institutional investors held National Healthcare (NHC) as of Q1 2016, up from 94 in Q4 2015.
- Funds reported $314M of National Healthcare stock for Q1 2016, down 1.9% quarter-over-quarter.
- 16 funds opened new National Healthcare positions in Q1 2016 and 4 closed out, a net change of +12 holders.
- The largest National Healthcare buyer in Q1 2016 was UBS Group, an estimated $12.7M added.
- The largest National Healthcare seller in Q1 2016 was JP Morgan Chase, an estimated $40.6M sold.
Based on aggregated 13F filings for Q1 2016.