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National Healthcare

194 hedge funds and large institutions have $1.16B invested in National Healthcare in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $825K | Put options by funds: $248K

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

27% more capital invested

Capital invested by funds: $917M → $1.16B (+$247M)

11% more funds holding

Funds holding: 175194 (+19)

5.12% more ownership

Funds ownership: 54.91%60.03% (+5.1%)

7% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 67

Holders
194
Holders Change
+19
Holders Change %
+10.86%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
62
Reduced
67
Closed
14
Calls
$825K
Puts
$248K
Net Calls
+$577K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
176
Bessemer Group
New Jersey
$7K +$1.01K +8 +17%
SAM
177
Smartleaf Asset Management
Massachusetts
$6.82K +$4.53K +36 +189%
AT
178
Arlington Trust
Alabama
$6.67K
FFA
179
Farther Finance Advisors
California
$6.16K +$503 +4 +9%
SCM
180
Sterling Capital Management
North Carolina
$5.53K +$5.53K +44 New
HCM
181
Hollencrest Capital Management
California
$4.15K +$4.15K +33 New
HWM
182
Hemington Wealth Management
Virginia
$4K +$4.9K +39 New
FFA
183
Frazier Financial Advisors
Ohio
$3.15K -$1.26K -10 -29%
W
184
WealthCollab
Washington
$2.14K
CAL
185
Capital Advisors Ltd
Ohio
$2K
PWMG
186
Private Wealth Management Group
New Jersey
$1.38K
MPWT
187
MassMutual Private Wealth & Trust
Connecticut
$1.26K
AWM
188
Avior Wealth Management
Nebraska
$1.01K
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$1.01K
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$880
WWP
191
WR Wealth Planners
Missouri
$377
CPA
192
Capital Performance Advisors
California
$377 +$377 +3 New
MFG
193
Mendota Financial Group
Wisconsin
$126 +$126 +1 New
RIL
194
Rothschild Investment LLC
Illinois
$126 +$126 +1 New
GCP
195
GSA Capital Partners
United Kingdom
-$1.12M -10,306 Closed
WG
196
Winton Group
United Kingdom
-$1.05M -9,719 Closed
BRWA
197
B. Riley Wealth Advisors
Florida
-$819K -7,511 Closed
UM
198
UniSuper Management
Australia
-$485K -4,474 Closed
N
199
Natixis
France
-$423K -3,900 Closed
PTC
200
Petrus Trust Company
Texas
-$321K -2,959 Closed

NHC Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q3 2024, worth a combined $1.16B — up 27% from $917M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NHC positions and 14 closed out — a net gain of 20 holders — while 62 added to existing stakes and 67 trimmed.

The largest buyer was Morgan Stanley Institutional Investment Advisors, opening a new position worth an estimated $98.1M. The largest seller was BlackRock, cutting an estimated $13.7M.

  • 194 institutional investors held National Healthcare (NHC) as of Q3 2024, up from 175 in Q2 2024.
  • Funds reported $1.16B of National Healthcare stock for Q3 2024, up 27% quarter-over-quarter.
  • 34 funds opened new National Healthcare positions in Q3 2024 and 14 closed out, a net change of +20 holders.
  • The largest National Healthcare buyer in Q3 2024 was Morgan Stanley Institutional Investment Advisors, an estimated $98.1M added.
  • The largest National Healthcare seller in Q3 2024 was BlackRock, an estimated $13.7M sold.

Based on aggregated 13F filings for Q3 2024.