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National Healthcare

91 hedge funds and large institutions have $334M invested in National Healthcare in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

5% more capital invested

Capital invested by funds: $317M → $334M (+$17M)

3% more funds holding

Funds holding: 8891 (+3)

0.88% more ownership

Funds ownership: 35.34%36.22% (+0.88%)

87% less call options, than puts

Call options by funds: $539K | Put options by funds: $4.28M

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
35
Reduced
27
Closed
4
Calls
$539K
Puts
$4.28M
Net Calls
-$3.74M
Net Calls Change
+$3.34M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$52.5M -$477K -7,520 -0.9%
JP Morgan Chase
2
JP Morgan Chase
New York
$43.8M -$755K -11,891 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$37.6M +$1.23M +19,364 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$24.3M +$356K +5,610 +2%
BFA
5
BlackRock Fund Advisors
California
$19.1M -$167K -2,636 -0.9%
Renaissance Technologies
6
Renaissance Technologies
New York
$16.5M +$524K +8,254 +3%
BIT
7
BlackRock Institutional Trust
California
$14.7M -$1.28M -20,226 -8%
State Street
8
State Street
Massachusetts
$11M +$118K +1,853 +1%
LSV Asset Management
9
LSV Asset Management
Illinois
$10.4M +$50.8K +800 +0.5%
Northern Trust
10
Northern Trust
Illinois
$9.42M +$392K +6,173 +4%
BBHC
11
Brown Brothers Harriman & Co
New York
$9.26M +$540K +8,500 +6%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$6.29M +$837K +13,195 +16%
Norges Bank
13
Norges Bank
Norway
$5.96M
Franklin Resources
14
Franklin Resources
California
$5.65M +$5.52M +86,995 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$5.58M +$201K +3,174 +4%
American Century Companies
16
American Century Companies
Missouri
$5.16M -$83.9K -1,322 -2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$4.94M +$17.7K +279 +0.4%
Prudential Financial
18
Prudential Financial
New Jersey
$4.04M -$489K -7,700 -11%
SB
19
Suntrust Banks
Georgia
$3.89M
JIR
20
James Investment Research
Ohio
$3.11M +$52.4K +825 +2%
Charles Schwab
21
Charles Schwab
California
$2.64M -$97K -1,529 -4%
VFS
22
VSR Financial Services
Kansas
$2.48M
TCIM
23
TIAA CREF Investment Management
New York
$2.41M -$378K -5,954 -14%
BIM
24
BlackRock Investment Management
Delaware
$2.4M +$278K +4,376 +13%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$2.21M

NHC Hedge Fund Activity: Q2 2015 in Review

91 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q2 2015, worth a combined $334M — up 5.4% from $317M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NHC positions and 4 closed out — a net gain of 4 holders — while 35 added to existing stakes and 27 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $5.52M. The largest seller was BlackRock Institutional Trust, cutting an estimated $1.28M.

  • 91 institutional investors held National Healthcare (NHC) as of Q2 2015, up from 88 in Q1 2015.
  • Funds reported $334M of National Healthcare stock for Q2 2015, up 5.4% quarter-over-quarter.
  • 8 funds opened new National Healthcare positions in Q2 2015 and 4 closed out, a net change of +4 holders.
  • The largest National Healthcare buyer in Q2 2015 was Franklin Resources, an estimated $5.52M added.
  • The largest National Healthcare seller in Q2 2015 was BlackRock Institutional Trust, an estimated $1.28M sold.

Based on aggregated 13F filings for Q2 2015.