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National Healthcare

102 hedge funds and large institutions have $422M invested in National Healthcare in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $8.53M | Put options by funds: $4.6M

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

23% more capital invested

Capital invested by funds: $343M → $422M (+$79.1M)

2.39% more ownership

Funds ownership: 34.38%36.77% (+2.4%)

6% less funds holding

Funds holding: 109102 (-7)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
102
Holders Change
-7
Holders Change %
-6.42%
% of All Funds
2.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
41
Reduced
32
Closed
12
Calls
$8.53M
Puts
$4.6M
Net Calls
+$3.92M
Net Calls Change
+$7.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$61.7M +$1.91M +27,543 +4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$37.8M -$2.79M -40,280 -7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$36.2M +$1.77M +25,592 +6%
BFA
4
BlackRock Fund Advisors
California
$29.6M +$3.91M +56,377 +17%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$29M +$2.76M +39,839 +12%
Renaissance Technologies
6
Renaissance Technologies
New York
$24.9M +$1.98M +28,600 +10%
BIT
7
BlackRock Institutional Trust
California
$20.9M +$217K +3,126 +1%
State Street
8
State Street
Massachusetts
$18.7M +$2.06M +29,738 +14%
Northern Trust
9
Northern Trust
Illinois
$15.2M +$1.43M +20,650 +11%
BBHC
10
Brown Brothers Harriman & Co
New York
$11.4M
Bank of New York Mellon
11
Bank of New York Mellon
New York
$9.4M +$1.9M +27,447 +28%
JIR
12
James Investment Research
Ohio
$8.86M +$1.03M +14,811 +15%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$8.5M +$608K +8,778 +8%
Franklin Resources
14
Franklin Resources
California
$7.96M
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$7.09M +$2.63M +37,975 +68%
LSV Asset Management
16
LSV Asset Management
Illinois
$6.6M +$1.84M +26,495 +44%
ProShare Advisors
17
ProShare Advisors
Maryland
$6.31M +$2.74M +39,593 +91%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$6.19M
Russell Investments Group
19
Russell Investments Group
United Kingdom
$4.4M +$3.97M +57,335 New
SB
20
Suntrust Banks
Georgia
$4.3M
Norges Bank
21
Norges Bank
Norway
$4.04M
BIM
22
BlackRock Investment Management
Delaware
$3.42M -$45.3K -654 -1%
Charles Schwab
23
Charles Schwab
California
$3.22M -$61.5K -887 -2%
MAM
24
Martingale Asset Management
Massachusetts
$2.93M +$485K +7,000 +22%
TCIM
25
TIAA CREF Investment Management
New York
$2.86M -$636K -9,179 -20%

NHC Hedge Fund Activity: Q4 2016 in Review

102 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q4 2016, worth a combined $422M — up 23% from $343M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NHC and 7 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 41 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $3.91M. The largest seller was T. Rowe Price Associates, cutting an estimated $2.79M.

  • 102 institutional investors held National Healthcare (NHC) as of Q4 2016, down from 109 in Q3 2016.
  • Funds reported $422M of National Healthcare stock for Q4 2016, up 23% quarter-over-quarter.
  • 7 funds opened new National Healthcare positions in Q4 2016 and 12 closed out, a net change of -5 holders.
  • The largest National Healthcare buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $3.91M added.
  • The largest National Healthcare seller in Q4 2016 was T. Rowe Price Associates, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2016.