We are live on ! Find out more
NHC icon

National Healthcare

86 hedge funds and large institutions have $280M invested in National Healthcare in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.13% more ownership

Funds ownership: 35.32%35.44% (+0.13%)

1% less capital invested

Capital invested by funds: $283M → $280M (-$3.11M)

2% less funds holding

Funds holding: 8886 (-2)

21% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 33

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

100% less call options, than puts

Call options by funds: $56K | Put options by funds: $12.1M

Holders
86
Holders Change
-2
Holders Change %
-2.27%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
26
Reduced
33
Closed
9
Calls
$56K
Puts
$12.1M
Net Calls
-$12M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$46.1M -$616K -10,900 -1%
JP Morgan Chase
2
JP Morgan Chase
New York
$38.6M +$485K +8,582 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$29.4M +$1.67M +29,573 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$19.7M +$218K +3,857 +1%
BFA
5
BlackRock Fund Advisors
California
$14.5M +$1.74M +30,826 +13%
BIT
6
BlackRock Institutional Trust
California
$13.7M -$405K -7,177 -3%
Renaissance Technologies
7
Renaissance Technologies
New York
$13.4M +$98.8K +1,749 +0.7%
State Street
8
State Street
Massachusetts
$9.84M -$226K -3,998 -2%
LSV Asset Management
9
LSV Asset Management
Illinois
$7.88M +$2.29M +40,458 +40%
Northern Trust
10
Northern Trust
Illinois
$7.72M -$515K -9,123 -6%
BBHC
11
Brown Brothers Harriman & Co
New York
$7.44M
Norges Bank
12
Norges Bank
Norway
$5.27M -$5.36M -94,970 -50%
American Century Companies
13
American Century Companies
Missouri
$5.18M -$674K -11,939 -11%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$4.65M +$336K +5,954 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.46M -$165K -2,917 -4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$4.12M +$12.9K +229 +0.3%
MSA
17
Mason Street Advisors
Wisconsin
$3.72M
SB
18
Suntrust Banks
Georgia
$3.47M -$18.8K -333 -0.5%
Prudential Financial
19
Prudential Financial
New Jersey
$3.21M -$90.5K -1,602 -3%
JIR
20
James Investment Research
Ohio
$2.55M +$1.15M +20,305 +79%
TCIM
21
TIAA CREF Investment Management
New York
$2.55M -$101K -1,780 -4%
NFA
22
Nationwide Fund Advisors
Ohio
$2.42M -$780K -13,803 -24%
Charles Schwab
23
Charles Schwab
California
$2.15M +$27.1K +479 +1%
PG
24
PEAK6 Group
Illinois
$1.92M +$1.96M +34,669 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$1.89M

NHC Hedge Fund Activity: Q3 2014 in Review

86 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q3 2014, worth a combined $280M — down 1.1% from $283M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NHC and 7 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 26 added.

The largest buyer was LSV Asset Management, adding an estimated $2.29M. The largest seller was Norges Bank, cutting an estimated $5.36M.

  • 86 institutional investors held National Healthcare (NHC) as of Q3 2014, down from 88 in Q2 2014.
  • Funds reported $280M of National Healthcare stock for Q3 2014, down 1.1% quarter-over-quarter.
  • 7 funds opened new National Healthcare positions in Q3 2014 and 9 closed out, a net change of -2 holders.
  • The largest National Healthcare buyer in Q3 2014 was LSV Asset Management, an estimated $2.29M added.
  • The largest National Healthcare seller in Q3 2014 was Norges Bank, an estimated $5.36M sold.

Based on aggregated 13F filings for Q3 2014.