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National Healthcare
NHC

159 hedge funds and large institutions have $810M invested in National Healthcare in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

72% more capital invested

Capital invested by funds: $471M → $810M (+$339M)

21% more funds holding

Funds holding: 131 → 159 (+28)

9.07% more ownership

Funds ownership: 48.05% → 57.12% (+9.1%)

18% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 57

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $231K

Holders
159
Holders Change
+28
Holders Change %
+21.37%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
47
Reduced
57
Closed
11
Calls
–
Puts
$231K
Net Calls
-$231K
Net Calls Change
-$231K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$88.7M
2
State Street
State Street
Massachusetts
+$15.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$14.1M
4
Morgan Stanley
Morgan Stanley
New York
+$11.3M
5
Principal Financial Group
Principal Financial Group
Iowa
+$5.38M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$11M
2
Goldman Sachs
Goldman Sachs
New York
-$10.1M
3
KLC
Kent Lake Capital
Nevada
-$7.68M
4
Ameriprise
Ameriprise
Minnesota
-$6.05M
5
BBHC
Brown Brothers Harriman & Co
New York
-$4.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$376K +$151K +1,968 +94%
TRSOTSOK
102
Teachers Retirement System of the State of Kentucky
Kentucky
$370K +$307K +4,000 New
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$367K +$288K +3,763 New
Nisa Investment Advisors
104
Nisa Investment Advisors
Missouri
$367K – – –
Wells Fargo
105
Wells Fargo
California
$366K +$56.1K +732 +23%
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$360K +$299K +3,900 New
ASRS
107
Arizona State Retirement System
Arizona
$356K -$5.44K -71 -2%
SEI Investments
108
SEI Investments
Pennsylvania
$345K -$51.7K -675 -15%
Creative Planning
109
Creative Planning
Kansas
$338K +$280K +3,654 +365,400%
JIR
110
James Investment Research
Ohio
$337K +$6.21K +81 +2%
RFC
111
Regions Financial Corp
Alabama
$336K -$40.2K -524 -13%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$326K +$123K +1,600 +83%
Corient Private Wealth
113
Corient Private Wealth
Florida
$326K +$13K +170 +5%
EGM
114
Engineers Gate Manager
New York
$312K -$247K -3,217 -49%
ECM
115
Evergreen Capital Management
Washington
$310K -$153 -2 -0.1%
SI
116
Stephens Inc
Arkansas
$279K +$231K +3,018 New
New York State Teachers Retirement System (NYSTRS)
117
New York State Teachers Retirement System (NYSTRS)
New York
$277K +$230K +3,000 New
COPPSERS
118
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$269K +$223K +2,910 New
RA
119
RFG Advisory
Alabama
$255K +$211K +2,754 New
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$241K – – –
ProShare Advisors
121
ProShare Advisors
Maryland
$219K +$181K +2,367 New
MOACM
122
Mutual of America Capital Management
New York
$218K +$181K +2,360 New
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$217K +$180K +2,344 New
IA
124
Inspire Advisors
Idaho
$213K +$176K +2,303 New
Two Sigma Investments
125
Two Sigma Investments
New York
$213K -$2.85M -37,173 -94%
3 4
5
6 7

NHC Hedge Fund Activity: Q4 2023 in Review

159 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q4 2023, worth a combined $810M — up 72% from $471M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NHC positions and 11 closed out — a net gain of 29 holders — while 47 added to existing stakes and 57 trimmed.

The largest buyer was BlackRock, adding an estimated $88.7M. The largest seller was Susquehanna International Group, cutting an estimated $11M.

  • 159 institutional investors held National Healthcare (NHC) as of Q4 2023, up from 131 in Q3 2023.
  • Funds reported $810M of National Healthcare stock for Q4 2023, up 72% quarter-over-quarter.
  • 40 funds opened new National Healthcare positions in Q4 2023 and 11 closed out, a net change of +29 holders.
  • The largest National Healthcare buyer in Q4 2023 was BlackRock, an estimated $88.7M added.
  • The largest National Healthcare seller in Q4 2023 was Susquehanna International Group, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2023.