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National Healthcare

111 hedge funds and large institutions have $354M invested in National Healthcare in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $3.66M | Put options by funds: $1.22M

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

2% more funds holding

Funds holding: 109111 (+2)

0.08% less ownership

Funds ownership: 37.34%37.26% (-0.08%)

11% less capital invested

Capital invested by funds: $398M → $354M (-$43.7M)

Holders
111
Holders Change
+2
Holders Change %
+1.83%
% of All Funds
2.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
50
Reduced
31
Closed
10
Calls
$3.66M
Puts
$1.22M
Net Calls
+$2.44M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$56.1M +$455K +7,060 +0.8%
BlackRock
2
BlackRock
New York
$46M +$880K +13,661 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$34.7M +$1.59M +24,685 +5%
Renaissance Technologies
4
Renaissance Technologies
New York
$31M +$4.71M +73,100 +17%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$22.5M -$931K -14,454 -4%
State Street
6
State Street
Massachusetts
$17.8M +$28.5K +443 +0.2%
Northern Trust
7
Northern Trust
Illinois
$15.3M +$135K +2,095 +0.9%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$12M -$11.9M -184,883 -49%
BBHC
9
Brown Brothers Harriman & Co
New York
$9.39M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$8.23M +$1.24M +19,188 +17%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.16M -$69.9K -1,085 -0.8%
ProShare Advisors
12
ProShare Advisors
Maryland
$7.59M +$1.47M +22,880 +23%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$4.82M
Deutsche Bank
14
Deutsche Bank
Germany
$4.04M +$1.56M +24,281 +60%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$3.52M +$16K +249 +0.4%
SB
16
Suntrust Banks
Georgia
$3.3M -$24.4K -379 -0.7%
Charles Schwab
17
Charles Schwab
California
$2.95M +$144K +2,229 +5%
MAM
18
Martingale Asset Management
Massachusetts
$2.76M +$155K +2,400 +6%
LSV Asset Management
19
LSV Asset Management
Illinois
$2.62M -$296K -4,600 -10%
Bessemer Group
20
Bessemer Group
New Jersey
$2.59M -$1.29M -19,982 -33%
TCIM
21
TIAA CREF Investment Management
New York
$2.58M +$738K +11,461 +39%
Goldman Sachs
22
Goldman Sachs
New York
$2.39M +$1.45M +22,476 +143%
Morgan Stanley
23
Morgan Stanley
New York
$2.33M -$87.2K -1,354 -4%
Prudential Financial
24
Prudential Financial
New Jersey
$2.28M -$88.9K -1,380 -4%
OAM
25
Oxford Asset Management
United Kingdom
$1.85M +$1.68M +26,130 +792%

NHC Hedge Fund Activity: Q3 2017 in Review

111 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q3 2017, worth a combined $354M — down 11% from $398M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NHC positions and 10 closed out — a net gain of 3 holders — while 50 added to existing stakes and 31 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $4.71M. The largest seller was T. Rowe Price Associates, cutting an estimated $11.9M.

  • 111 institutional investors held National Healthcare (NHC) as of Q3 2017, up from 109 in Q2 2017.
  • Funds reported $354M of National Healthcare stock for Q3 2017, down 11% quarter-over-quarter.
  • 13 funds opened new National Healthcare positions in Q3 2017 and 10 closed out, a net change of +3 holders.
  • The largest National Healthcare buyer in Q3 2017 was Renaissance Technologies, an estimated $4.71M added.
  • The largest National Healthcare seller in Q3 2017 was T. Rowe Price Associates, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2017.