National Healthcare
123 hedge funds and large institutions have $342M invested in National Healthcare in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
43% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 37
12% more call options, than puts
Call options by funds: $1.88M | Put options by funds: $1.68M
3% more funds holding
Funds holding: 119 → 123 (+4)
0.08% more ownership
Funds ownership: 37.65% → 37.73% (+0.08%)
2% less capital invested
Capital invested by funds: $349M → $342M (-$6.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$2.37M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$1.98M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$1.85M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.63M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.58M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.65M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$1.38M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$1.23M |
| 5 |
State Street
Boston,
Massachusetts
|
-$1.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$11K | -178 | Closed |
|
127
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$6K | -100 | Closed |
|
|
WAM
128
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | +$245 | +4 | New |
|
NHC Hedge Fund Activity: Q1 2018 in Review
123 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q1 2018, worth a combined $342M — down 1.9% from $349M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NHC positions and 7 closed out — a net gain of 4 holders — while 53 added to existing stakes and 37 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $2.37M. The largest seller was Vanguard Group, cutting an estimated $5.58M.
- 123 institutional investors held National Healthcare (NHC) as of Q1 2018, up from 119 in Q4 2017.
- Funds reported $342M of National Healthcare stock for Q1 2018, down 1.9% quarter-over-quarter.
- 11 funds opened new National Healthcare positions in Q1 2018 and 7 closed out, a net change of +4 holders.
- The largest National Healthcare buyer in Q1 2018 was LSV Asset Management, an estimated $2.37M added.
- The largest National Healthcare seller in Q1 2018 was Vanguard Group, an estimated $5.58M sold.
Based on aggregated 13F filings for Q1 2018.