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National Healthcare

147 hedge funds and large institutions have $541M invested in National Healthcare in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 50

3.86% more ownership

Funds ownership: 45.28%49.14% (+3.9%)

3% less funds holding

Funds holding: 151147 (-4)

10% less capital invested

Capital invested by funds: $599M → $541M (-$58.4M)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

65% less call options, than puts

Call options by funds: $6.48M | Put options by funds: $18.7M

Holders
147
Holders Change
-4
Holders Change %
-2.65%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
56
Reduced
50
Closed
19
Calls
$6.48M
Puts
$18.7M
Net Calls
-$12.2M
Net Calls Change
-$8.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$42K
AIM
127
Aigen Investment Management
New York
$28K -$77.5K -980 -71%
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$26K -$188K -2,382 -87%
VAIA
129
Virtus Alternative Investment Advisers
Connecticut
$21K +$23.7K +299 New
PCM
130
Prelude Capital Management
New York
$19K -$15K -190 -42%
CCM
131
Copeland Capital Management
Pennsylvania
$19K +$5.06K +64 +32%
OIA
132
Optimum Investment Advisors
Illinois
$18K
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$15K +$16.9K +214 New
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$11K -$30.9K -390 -74%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$10K +$11.4K +144 New
CFGS
136
Concourse Financial Group Securities
Alabama
$7K -$3.96K -50 -33%
SFS
137
Sowell Financial Services
Arkansas
$4K
VCM
138
Versant Capital Management
Arizona
$4K
LC
139
Lindbrook Capital
California
$2K -$1.74K -22 -39%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$2K
RWML
141
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.08K
PFGIA
142
Patriot Financial Group Insurance Agency
Massachusetts
$1K
PCG
143
Private Capital Group
Connecticut
$1K
SF
144
Synovus Financial
Georgia
$1K
CCA
145
Column Capital Advisors
Indiana
$1K +$1.11K +14 New
TI
146
tru Independence
Oregon
$4
Arrowstreet Capital
147
Arrowstreet Capital
Massachusetts
-$1.3M -15,000 Closed
OAM
148
Oxford Asset Management
United Kingdom
-$1.13M -13,074 Closed
Stifel Financial
149
Stifel Financial
Missouri
-$1.08M -12,462 Closed
CCM
150
Coldstream Capital Management
Washington
-$953K -11,017 Closed

NHC Hedge Fund Activity: Q1 2020 in Review

147 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q1 2020, worth a combined $541M — down 9.7% from $599M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of NHC and 17 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 56 added.

The largest buyer was M Holdings Securities, opening a new position worth an estimated $19.2M. The largest seller was Acadian Asset Management, cutting an estimated $2.85M.

  • 147 institutional investors held National Healthcare (NHC) as of Q1 2020, down from 151 in Q4 2019.
  • Funds reported $541M of National Healthcare stock for Q1 2020, down 9.7% quarter-over-quarter.
  • 17 funds opened new National Healthcare positions in Q1 2020 and 19 closed out, a net change of -2 holders.
  • The largest National Healthcare buyer in Q1 2020 was M Holdings Securities, an estimated $19.2M added.
  • The largest National Healthcare seller in Q1 2020 was Acadian Asset Management, an estimated $2.85M sold.

Based on aggregated 13F filings for Q1 2020.