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National Healthcare

119 hedge funds and large institutions have $349M invested in National Healthcare in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

111% more call options, than puts

Call options by funds: $2.38M | Put options by funds: $1.13M

46% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 35

7% more funds holding

Funds holding: 111119 (+8)

0.39% more ownership

Funds ownership: 37.26%37.65% (+0.39%)

2% less capital invested

Capital invested by funds: $354M → $349M (-$5.5M)

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
51
Reduced
35
Closed
7
Calls
$2.38M
Puts
$1.13M
Net Calls
+$1.25M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$54.6M -$70.9K -1,111 -0.1%
BlackRock
2
BlackRock
New York
$44.7M -$103K -1,609 -0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$34.9M +$1.16M +18,114 +3%
Renaissance Technologies
4
Renaissance Technologies
New York
$32.4M +$2.32M +36,400 +7%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$20.5M -$1.42M -22,310 -6%
State Street
6
State Street
Massachusetts
$18.2M +$913K +14,308 +5%
Northern Trust
7
Northern Trust
Illinois
$14.7M -$285K -4,465 -2%
BBHC
8
Brown Brothers Harriman & Co
New York
$9.28M +$140K +2,200 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$8.85M +$875K +13,714 +10%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$8.62M +$698K +10,937 +8%
ProShare Advisors
11
ProShare Advisors
Maryland
$7.57M +$179K +2,811 +2%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$5.42M +$767K +12,013 +16%
Deutsche Bank
13
Deutsche Bank
Germany
$4.9M +$1.02M +15,949 +25%
TCIM
14
TIAA CREF Investment Management
New York
$3.75M +$1.3M +20,383 +49%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$3.36M -$121K -1,903 -3%
CA
16
Calton & Associates
Florida
$3.19M +$3.21M +50,367 New
SB
17
Suntrust Banks
Georgia
$3.16M -$59.7K -936 -2%
Charles Schwab
18
Charles Schwab
California
$2.95M +$84.5K +1,325 +3%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$2.77M -$9.37M -146,798 -76%
Prudential Financial
20
Prudential Financial
New Jersey
$2.61M +$405K +6,351 +17%
MAM
21
Martingale Asset Management
Massachusetts
$2.44M -$255K -4,000 -9%
BCM
22
Bridgeway Capital Management
Texas
$2.36M +$938K +14,700 +61%
Morgan Stanley
23
Morgan Stanley
New York
$2.31M +$37.9K +594 +2%
Goldman Sachs
24
Goldman Sachs
New York
$2.29M -$36.1K -566 -1%
Bessemer Group
25
Bessemer Group
New Jersey
$2.28M -$255K -4,000 -10%

NHC Hedge Fund Activity: Q4 2017 in Review

119 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q4 2017, worth a combined $349M — down 1.6% from $354M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NHC positions and 7 closed out — a net gain of 8 holders — while 51 added to existing stakes and 35 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $2.32M. The largest seller was T. Rowe Price Associates, cutting an estimated $9.37M.

  • 119 institutional investors held National Healthcare (NHC) as of Q4 2017, up from 111 in Q3 2017.
  • Funds reported $349M of National Healthcare stock for Q4 2017, down 1.6% quarter-over-quarter.
  • 15 funds opened new National Healthcare positions in Q4 2017 and 7 closed out, a net change of +8 holders.
  • The largest National Healthcare buyer in Q4 2017 was Renaissance Technologies, an estimated $2.32M added.
  • The largest National Healthcare seller in Q4 2017 was T. Rowe Price Associates, an estimated $9.37M sold.

Based on aggregated 13F filings for Q4 2017.