National Healthcare
118 hedge funds and large institutions have $376M invested in National Healthcare in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 18 closing their positions.
72% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 32
1.89% more ownership
Funds ownership: 44.82% → 46.71% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 124 → 118 (-6)
14% less capital invested
Capital invested by funds: $440M → $376M (-$63.7M)
22% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$9.91M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$5.76M |
| 3 |
Goldman Sachs
New York
|
+$2.76M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.13M |
| 5 |
LCM
Legato Capital Management
San Francisco,
California
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$5.98M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$3.55M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$2.62M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$2.27M |
| 5 |
Renaissance Technologies
New York
|
-$2.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
126
Shell Asset Management
The Hague,
Netherlands
| – | -$116K | -1,826 | Closed |
|
127
Ensign Peak Advisors
Salt Lake City,
Utah
| – | -$47K | -740 | Closed |
|
|
SOW
128
State of Wyoming
Cheyenne,
Wyoming
| – | -$45K | -711 | Closed |
|
129
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$19K | -300 | Closed |
|
|
QT
130
Quantbot Technologies
New York
| – | -$12K | -200 | Closed |
|
|
CAL
131
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$3K | -49 | Closed |
|
|
IA
132
IFP Advisors
Tampa,
Florida
| – | -$3K | -43 | Closed |
|
|
AF
133
Allworth Financial
Folsom,
California
| – | -$1K | -15 | Closed |
|
|
EWA
134
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$1K | -14 | Closed |
|
|
LC
135
Lindbrook Capital
Calabasas,
California
| – | -$1K | -14 | Closed |
|
NHC Hedge Fund Activity: Q4 2022 in Review
118 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q4 2022, worth a combined $376M — down 14% from $440M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of NHC and 14 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 55 added.
The largest buyer was Invesco, adding an estimated $9.91M. The largest seller was JP Morgan Chase, cutting an estimated $5.98M.
- 118 institutional investors held National Healthcare (NHC) as of Q4 2022, down from 124 in Q3 2022.
- Funds reported $376M of National Healthcare stock for Q4 2022, down 14% quarter-over-quarter.
- 14 funds opened new National Healthcare positions in Q4 2022 and 18 closed out, a net change of -4 holders.
- The largest National Healthcare buyer in Q4 2022 was Invesco, an estimated $9.91M added.
- The largest National Healthcare seller in Q4 2022 was JP Morgan Chase, an estimated $5.98M sold.
Based on aggregated 13F filings for Q4 2022.