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National Healthcare

80 hedge funds and large institutions have $315M invested in National Healthcare in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $280M → $315M (+$35.5M)

0.16% more ownership

Funds ownership: 35.44%35.6% (+0.16%)

7% less funds holding

Funds holding: 8680 (-6)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

66% less call options, than puts

Call options by funds: $5.88M | Put options by funds: $17.6M

Holders
80
Holders Change
-6
Holders Change %
-6.98%
% of All Funds
2.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
27
Reduced
22
Closed
11
Calls
$5.88M
Puts
$17.6M
Net Calls
-$11.7M
Net Calls Change
+$354K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$51.7M -$484K -8,050 -1%
JP Morgan Chase
2
JP Morgan Chase
New York
$43.4M -$281K -4,675 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.8M +$480K +7,988 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$22.9M +$533K +8,878 +2%
BFA
5
BlackRock Fund Advisors
California
$18.1M +$1.61M +26,723 +10%
BIT
6
BlackRock Institutional Trust
California
$15.3M -$240K -4,002 -2%
Renaissance Technologies
7
Renaissance Technologies
New York
$14.9M -$189K -3,149 -1%
State Street
8
State Street
Massachusetts
$10.4M -$693K -11,535 -7%
LSV Asset Management
9
LSV Asset Management
Illinois
$10.3M +$1.35M +22,490 +16%
Northern Trust
10
Northern Trust
Illinois
$8.81M +$66.3K +1,104 +0.8%
BBHC
11
Brown Brothers Harriman & Co
New York
$8.42M
Norges Bank
12
Norges Bank
Norway
$5.97M
American Century Companies
13
American Century Companies
Missouri
$5.55M -$299K -4,975 -5%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$5.29M +$24.6K +410 +0.5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$5.08M +$36.1K +601 +0.7%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$4.74M +$75.3K +1,253 +2%
MSA
17
Mason Street Advisors
Wisconsin
$4.21M
SB
18
Suntrust Banks
Georgia
$3.93M
Prudential Financial
19
Prudential Financial
New Jersey
$3.55M -$78.1K -1,300 -2%
JIR
20
James Investment Research
Ohio
$2.98M +$90.7K +1,510 +3%
TCIM
21
TIAA CREF Investment Management
New York
$2.71M -$161K -2,673 -6%
Charles Schwab
22
Charles Schwab
California
$2.48M +$47.6K +792 +2%
VFS
23
VSR Financial Services
Kansas
$2.39M +$2.28M +38,006 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$2.14M
BIM
25
BlackRock Investment Management
Delaware
$2.03M -$6.31K -105 -0.3%

NHC Hedge Fund Activity: Q4 2014 in Review

80 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q4 2014, worth a combined $315M — up 13% from $280M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NHC and 8 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 27 added.

The largest buyer was VSR Financial Services, opening a new position worth an estimated $2.28M. The largest seller was Nationwide Fund Advisors, cutting an estimated $2.08M.

  • 80 institutional investors held National Healthcare (NHC) as of Q4 2014, down from 86 in Q3 2014.
  • Funds reported $315M of National Healthcare stock for Q4 2014, up 13% quarter-over-quarter.
  • 8 funds opened new National Healthcare positions in Q4 2014 and 11 closed out, a net change of -3 holders.
  • The largest National Healthcare buyer in Q4 2014 was VSR Financial Services, an estimated $2.28M added.
  • The largest National Healthcare seller in Q4 2014 was Nationwide Fund Advisors, an estimated $2.08M sold.

Based on aggregated 13F filings for Q4 2014.