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National Healthcare

118 hedge funds and large institutions have $410M invested in National Healthcare in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $6.74M | Put options by funds: $2.1M

20% more capital invested

Capital invested by funds: $342M → $410M (+$67.4M)

20% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 41

0.52% more ownership

Funds ownership: 37.73%38.25% (+0.52%)

3% less funds holding

Funds holding: 122118 (-4)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
118
Holders Change
-4
Holders Change %
-3.28%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
49
Reduced
41
Closed
10
Calls
$6.74M
Puts
$2.1M
Net Calls
+$4.63M
Net Calls Change
+$4.43M
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
101
James Investment Research
Ohio
$32K
AA
102
Apriem Advisors
California
$25K +$22.9K +350 New
RA
103
Royce & Associates
New York
$21K +$6.22K +95 +46%
AWA
104
Acorn Wealth Advisors
Michigan
$19K
WIM
105
Westside Investment Management
California
$18.1K
OIA
106
Optimum Investment Advisors
Illinois
$17K
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$16K
PIA
108
Piedmont Investment Advisors
North Carolina
$15K +$13.8K +211 New
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$10K +$9.29K +142 New
Loomis, Sayles & Company
110
Loomis, Sayles & Company
Massachusetts
$8K -$8.57K -131 -53%
VCM
111
Versant Capital Management
Arizona
$4K
FLI
112
Family Legacy Inc
South Carolina
$4K +$3.27K +50 New
FGAM
113
Financial Gravity Asset Management
Texas
$2K -$131 -2 -8%
DA
114
Denali Advisors
California
$2K
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$1K +$720 +11 +52%
BPM
116
Bowling Portfolio Management
Ohio
-$693K -11,617 Closed
OC
117
Oppenheimer & Co
New York
-$669K -11,218 Closed
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
-$485K -8,140 Closed
LDB
119
Lee, Danner & Bass
Tennessee
-$431K -7,224 Closed
Millennium Management
120
Millennium Management
New York
-$332K -5,572 Closed
GAM
121
Gotham Asset Management
New York
-$243K -4,068 Closed
HSBC Holdings
122
HSBC Holdings
United Kingdom
-$235K -3,942 Closed
Tudor Investment Corp
123
Tudor Investment Corp
Connecticut
-$234K -3,921 Closed
Parallax Volatility Advisers
124
Parallax Volatility Advisers
California
-$7K -120 Closed
ADL
125
Asset Dedication LLC
California
+$65 +1 New

NHC Hedge Fund Activity: Q2 2018 in Review

118 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q2 2018, worth a combined $410M — up 20% from $342M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NHC and 8 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 49 added.

The largest buyer was BlackRock, adding an estimated $4.82M. The largest seller was TIAA CREF Investment Management, cutting an estimated $1.24M.

  • 118 institutional investors held National Healthcare (NHC) as of Q2 2018, down from 122 in Q1 2018.
  • Funds reported $410M of National Healthcare stock for Q2 2018, up 20% quarter-over-quarter.
  • 8 funds opened new National Healthcare positions in Q2 2018 and 10 closed out, a net change of -2 holders.
  • The largest National Healthcare buyer in Q2 2018 was BlackRock, an estimated $4.82M added.
  • The largest National Healthcare seller in Q2 2018 was TIAA CREF Investment Management, an estimated $1.24M sold.

Based on aggregated 13F filings for Q2 2018.