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National Healthcare
NHC

175 hedge funds and large institutions have $917M invested in National Healthcare in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

16% more capital invested

Capital invested by funds: $789M → $917M (+$127M)

3% more funds holding

Funds holding: 170 → 175 (+5)

0.41% more ownership

Funds ownership: 54.49% → 54.91% (+0.41%)

9% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 66

Holders
175
Holders Change
+5
Holders Change %
+2.94%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
60
Reduced
66
Closed
19
Calls
$65K
Puts
–
Net Calls
+$65K
Net Calls Change
-$1.25M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$4.7M
2
SBH
Segall Bryant & Hamill
Illinois
+$3.55M
3
First Trust Advisors
First Trust Advisors
Illinois
+$3.4M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.09M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.82M

Top Sellers

1
BlackRock
BlackRock
New York
-$3.23M
2
DZ Bank
DZ Bank
Germany
-$1.95M
3
State Street
State Street
Massachusetts
-$1.95M
4
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
-$1.79M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Asset Management
151
Mitsubishi UFJ Asset Management
Japan
$18.9K – – –
AF
152
Allworth Financial
California
$14.7K +$2.92K +30 +34%
C
153
Covestor
United Kingdom
$14K +$390 +4 +3%
AAP
154
Arax Advisory Partners
Colorado
$12K +$10.8K +111 New
SWM
155
Spire Wealth Management
Virginia
$10.8K – – –
WT
156
Whittier Trust
California
$10.8K – – –
LC
157
Lindbrook Capital
California
$7.48K – – –
EWA
158
EverSource Wealth Advisors
Alabama
$6.94K +$1.27K +13 +34%
AT
159
Arlington Trust
Alabama
$5.75K – – –
Bessemer Group
160
Bessemer Group
New Jersey
$5K – – –
FFA
161
Farther Finance Advisors
California
$4.92K +$487 +5 +13%
FFA
162
Frazier Financial Advisors
Ohio
$3.79K +$1.85K +19 +119%
GG
163
Gleason Group
Kentucky
$3.58K +$3.22K +33 New
TCOV
164
Trust Company of Vermont
Vermont
$3.25K – – –
SAM
165
Smartleaf Asset Management
Massachusetts
$2.04K +$1.85K +19 New
CAL
166
Capital Advisors Ltd
Ohio
$2K – – –
W
167
WealthCollab
Washington
$1.84K +$1.66K +17 New
AssetMark Inc
168
AssetMark Inc
California
$1.3K +$1.17K +12 New
PWMG
169
Private Wealth Management Group
New Jersey
$1.19K – – –
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$1.08K – – –
AWM
171
Avior Wealth Management
Nebraska
$867 -$195 -2 -20%
FMII
172
Farmers & Merchants Investments Inc
Nebraska
$867 – – –
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$759 +$682 +7 New
IAIM
174
International Assets Investment Management
Florida
$434 +$390 +4 New
WWP
175
WR Wealth Planners
Missouri
$325 – – –
4 5 6
7
8

NHC Hedge Fund Activity: Q2 2024 in Review

175 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q2 2024, worth a combined $917M — up 16% from $789M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NHC positions and 19 closed out — a net gain of 6 holders — while 60 added to existing stakes and 66 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $4.7M. The largest seller was BlackRock, cutting an estimated $3.23M.

  • 175 institutional investors held National Healthcare (NHC) as of Q2 2024, up from 170 in Q1 2024.
  • Funds reported $917M of National Healthcare stock for Q2 2024, up 16% quarter-over-quarter.
  • 25 funds opened new National Healthcare positions in Q2 2024 and 19 closed out, a net change of +6 holders.
  • The largest National Healthcare buyer in Q2 2024 was Victory Capital Management, an estimated $4.7M added.
  • The largest National Healthcare seller in Q2 2024 was BlackRock, an estimated $3.23M sold.

Based on aggregated 13F filings for Q2 2024.