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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
Legal & General Group
101
Legal & General Group
United Kingdom
$153K +$18K +254 +15%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$135K
SCA
103
Stonebridge Capital Advisors
Minnesota
$117K +$106K +1,500 New
AIP
104
Ameritas Investment Partners
Nebraska
$84K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$82K +$70.8K +1,000 +2,381%
Osaic Holdings
106
Osaic Holdings
Arizona
$79K -$425 -6 -0.6%
Lazard Asset Management
107
Lazard Asset Management
New York
$79K
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$75K +$6.37K +90 +10%
Canada Life
109
Canada Life
Manitoba, Canada
$72K +$425 +6 +0.6%
MDCM
110
Morgan Dempsey Capital Management
Wisconsin
$46K +$2.97K +42 +8%
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$45K
US Bancorp
112
US Bancorp
Minnesota
$42K -$315K -4,452 -89%
Morgan Stanley
113
Morgan Stanley
New York
$36K -$643K -9,082 -95%
Macquarie Group
114
Macquarie Group
Australia
$34K -$14.8K -209 -32%
CCM
115
Copeland Capital Management
Pennsylvania
$33K +$1.84K +26 +7%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$32K +$21.4K +303 +303%
PA
117
Parallel Advisors
California
$15K -$13.5K -191 -50%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$12K
BBHC
119
Brown Brothers Harriman & Co
New York
$8.38K -$8.56K -121 -0.1%
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$8K +$495 +7 +8%
WP
121
WealthShield Partners
North Carolina
$4K +$3.75K +53 New
S
122
SignatureFD
Georgia
$2K +$1.13K +16 +100%
PCG
123
Private Capital Group
Connecticut
$1K
QCG
124
Quadrant Capital Group
Ohio
$1K +$495 +7 +78%
MPWT
125
MassMutual Private Wealth & Trust
Connecticut
$1K +$1.13K +16 New

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.