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National Healthcare

130 hedge funds and large institutions have $460M invested in National Healthcare in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $332K | Put options by funds: $101K

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

10% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 41

1% more funds holding

Funds holding: 129130 (+1)

0.28% less ownership

Funds ownership: 45.03%44.76% (-0.28%)

4% less capital invested

Capital invested by funds: $478M → $460M (-$17.9M)

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
45
Reduced
41
Closed
15
Calls
$332K
Puts
$101K
Net Calls
+$231K
Net Calls Change
+$413K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$58K +$6.92K +100 +13%
CCM
102
Copeland Capital Management
Pennsylvania
$42K +$13.4K +194 +46%
ACM
103
Aquatic Capital Management
Illinois
$41K +$41.5K +600 New
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$39K
SFM
105
Signet Financial Management
New Jersey
$37K +$37.7K +545 New
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$31K +$900 +13 +3%
Macquarie Group
107
Macquarie Group
Australia
$30K
UB
108
UMB Bank
Missouri
$27K +$27.7K +400 New
ME
109
McIlrath & Eck
Washington
$26K
PA
110
Parallel Advisors
California
$23K +$3.81K +55 +19%
US Bancorp
111
US Bancorp
Minnesota
$22K -$2.49K -36 -10%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$20K -$48.4K -700 -70%
Simplex Trading
113
Simplex Trading
Illinois
$17K +$17.4K +252 New
Fidelity Investments
114
Fidelity Investments
Massachusetts
$10K
AF
115
Allworth Financial
California
$9K +$8.72K +126 New
BBHC
116
Brown Brothers Harriman & Co
New York
$7.37K
C
117
Covestor
United Kingdom
$7K +$6.71K +97 New
WT
118
Whittier Trust
California
$7K +$6.92K +100 New
TWA
119
TCI Wealth Advisors
Arizona
$3K
S
120
SignatureFD
Georgia
$2K -$1.18K -17 -33%
FHA
121
First Horizon Advisors
Tennessee
$2K
MPWT
122
MassMutual Private Wealth & Trust
Connecticut
$2K +$900 +13 +81%
QCG
123
Quadrant Capital Group
Ohio
$1K -$138 -2 -11%
GWS
124
Glassman Wealth Services
Virginia
$1K
PCG
125
Private Capital Group
Connecticut
$1K

NHC Hedge Fund Activity: Q4 2021 in Review

130 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q4 2021, worth a combined $460M — down 3.7% from $478M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NHC positions and 15 closed out — a net gain of 2 holders — while 45 added to existing stakes and 41 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $3.78M. The largest seller was Arrowstreet Capital, cutting an estimated $3.23M.

  • 130 institutional investors held National Healthcare (NHC) as of Q4 2021, up from 129 in Q3 2021.
  • Funds reported $460M of National Healthcare stock for Q4 2021, down 3.7% quarter-over-quarter.
  • 17 funds opened new National Healthcare positions in Q4 2021 and 15 closed out, a net change of +2 holders.
  • The largest National Healthcare buyer in Q4 2021 was JP Morgan Chase, an estimated $3.78M added.
  • The largest National Healthcare seller in Q4 2021 was Arrowstreet Capital, an estimated $3.23M sold.

Based on aggregated 13F filings for Q4 2021.