National Healthcare
122 hedge funds and large institutions have $452M invested in National Healthcare in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 14 closing their positions.
258% more call options, than puts
Call options by funds: $4.94M | Put options by funds: $1.38M
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
25% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 36
10% more capital invested
Capital invested by funds: $410M → $452M (+$42.6M)
3% more funds holding
Funds holding: 118 → 122 (+4)
1.16% more ownership
Funds ownership: 38.25% → 39.41% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$3.87M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.87M |
| 3 |
State Street
Boston,
Massachusetts
|
+$2.84M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.04M |
| 5 |
Renaissance Technologies
New York
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$4.74M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
-$1.59M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.32M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$1.27M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$1.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
SG Americas Securities
New York
| – | -$161K | -2,286 | Closed |
|
|
TRCT
127
Tower Research Capital (TRC)
New York
| – | -$73K | -1,036 | Closed |
|
128
Envestnet Asset Management
Chicago,
Illinois
| – | -$59K | -835 | Closed |
|
|
PCM
129
Prelude Capital Management
New York
| – | -$35K | -492 | Closed |
|
|
AA
130
Apriem Advisors
Irvine,
California
| – | -$25K | -350 | Closed |
|
|
AWA
131
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$19K | -269 | Closed |
|
|
WIM
132
Westside Investment Management
Santa Monica,
California
| – | -$18.1K | -256 | Closed |
|
|
PIA
133
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$15K | -211 | Closed |
|
NHC Hedge Fund Activity: Q3 2018 in Review
122 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q3 2018, worth a combined $452M — up 10% from $410M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new NHC positions and 14 closed out — a net gain of 4 holders — while 45 added to existing stakes and 36 trimmed.
The largest buyer was Bessemer Group, adding an estimated $3.87M. The largest seller was LSV Asset Management, cutting an estimated $4.74M.
- 122 institutional investors held National Healthcare (NHC) as of Q3 2018, up from 118 in Q2 2018.
- Funds reported $452M of National Healthcare stock for Q3 2018, up 10% quarter-over-quarter.
- 18 funds opened new National Healthcare positions in Q3 2018 and 14 closed out, a net change of +4 holders.
- The largest National Healthcare buyer in Q3 2018 was Bessemer Group, an estimated $3.87M added.
- The largest National Healthcare seller in Q3 2018 was LSV Asset Management, an estimated $4.74M sold.
Based on aggregated 13F filings for Q3 2018.