National Healthcare
128 hedge funds and large institutions have $485M invested in National Healthcare in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 10 closing their positions.
227% more call options, than puts
Call options by funds: $13.5M | Put options by funds: $4.13M
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
24% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 41
7% more capital invested
Capital invested by funds: $452M → $485M (+$32.5M)
5% more funds holding
Funds holding: 122 → 128 (+6)
1.16% more ownership
Funds ownership: 39.41% → 40.57% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$4.86M |
| 2 |
BlackRock
New York
|
+$2.93M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.83M |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$2.52M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$2.47M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$1.5M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$1.02M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$983K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$952K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | +$940 | +12 | New |
|
|
FGC
127
Financial Gravity Companies
Lakeway,
Texas
| $1K | +$1.25K | +16 | New |
|
|
128
Citadel Advisors
Miami,
Florida
| – | -$952K | -12,637 | Closed |
|
|
AIM
129
Alambic Investment Management
Belvedere,
California
| – | -$420K | -5,569 | Closed |
|
|
FIM
130
Freedom Investment Management
Hartford,
Connecticut
| – | -$294K | -3,879 | Closed |
|
131
Simplex Trading
Chicago,
Illinois
| – | -$281K | -3,585 | Closed |
|
|
JG
132
Jefferies Group
New York
| – | -$247K | -3,278 | Closed |
|
133
D.E. Shaw & Co
New York
| – | -$232K | -3,083 | Closed |
|
|
MF
134
Magnetar Financial
Evanston,
Illinois
| – | -$231K | -3,071 | Closed |
|
|
TFS
135
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$113K | -1,500 | Closed |
|
136
Walleye Trading
New York
| – | -$35K | -460 | Closed |
|
|
WSTAM
137
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$30K | -400 | Closed |
|
NHC Hedge Fund Activity: Q4 2018 in Review
128 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q4 2018, worth a combined $485M — up 7.2% from $452M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new NHC positions and 10 closed out — a net gain of 7 holders — while 51 added to existing stakes and 41 trimmed.
The largest buyer was American Century Companies, opening a new position worth an estimated $4.86M. The largest seller was Bank of New York Mellon, cutting an estimated $2.47M.
- 128 institutional investors held National Healthcare (NHC) as of Q4 2018, up from 122 in Q3 2018.
- Funds reported $485M of National Healthcare stock for Q4 2018, up 7.2% quarter-over-quarter.
- 17 funds opened new National Healthcare positions in Q4 2018 and 10 closed out, a net change of +7 holders.
- The largest National Healthcare buyer in Q4 2018 was American Century Companies, an estimated $4.86M added.
- The largest National Healthcare seller in Q4 2018 was Bank of New York Mellon, an estimated $2.47M sold.
Based on aggregated 13F filings for Q4 2018.