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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$51K +$28.9K +430 +143%
CCM
102
Copeland Capital Management
Pennsylvania
$44K +$538 +8 +1%
Simplex Trading
103
Simplex Trading
Illinois
$42K +$23.5K +350 +139%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$41K – – –
MAM
105
Meeder Asset Management
Ohio
$38K +$37.6K +559 New
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$30K -$2.83K -42 -9%
UB
107
UMB Bank
Missouri
$28K – – –
PA
108
Parallel Advisors
California
$27K +$2.76K +41 +12%
ME
109
McIlrath & Eck
Washington
$22K -$5.04K -75 -20%
S
110
SignatureFD
Georgia
$18K +$14.9K +222 +653%
US Bancorp
111
US Bancorp
Minnesota
$14K -$8.47K -126 -39%
ACM
112
Aquatic Capital Management
Illinois
$7K -$33.6K -500 -83%
WT
113
Whittier Trust
California
$7K – – –
C
114
Covestor
United Kingdom
$7K +$404 +6 +6%
HWA
115
Heritage Wealth Advisors
Virginia
$7K +$6.72K +100 New
IA
116
IFP Advisors
Florida
$3K +$2.89K +43 New
QCG
117
Quadrant Capital Group
Ohio
$2K +$740 +11 +69%
MPWT
118
MassMutual Private Wealth & Trust
Connecticut
$1K -$1.08K -16 -55%
PCG
119
Private Capital Group
Connecticut
$1K – – –
Macquarie Group
120
Macquarie Group
Australia
$31 – – –
Arrowstreet Capital
121
Arrowstreet Capital
Massachusetts
– -$2.06M -30,400 Closed
Millennium Management
122
Millennium Management
New York
– -$1.03M -15,241 Closed
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
– -$767K -11,288 Closed
SO
124
STRS Ohio
Ohio
– -$570K -8,400 Closed
LSV Asset Management
125
LSV Asset Management
Illinois
– -$489K -7,200 Closed
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.