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National Healthcare

123 hedge funds and large institutions have $342M invested in National Healthcare in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

43% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 37

12% more call options, than puts

Call options by funds: $1.88M | Put options by funds: $1.68M

3% more funds holding

Funds holding: 119123 (+4)

0.08% more ownership

Funds ownership: 37.65%37.73% (+0.08%)

2% less capital invested

Capital invested by funds: $349M → $342M (-$6.5M)

Holders
123
Holders Change
+4
Holders Change %
+3.36%
% of All Funds
2.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
53
Reduced
37
Closed
7
Calls
$1.88M
Puts
$1.68M
Net Calls
+$197K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$47.9M -$5.58M -91,112 -10%
BlackRock
2
BlackRock
New York
$44.3M +$525K +8,559 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$35.7M +$1.63M +26,590 +5%
Renaissance Technologies
4
Renaissance Technologies
New York
$31.6M -$123K -2,000 -0.4%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$20.1M +$72.6K +1,185 +0.4%
State Street
6
State Street
Massachusetts
$16.8M -$1.03M -16,878 -6%
Northern Trust
7
Northern Trust
Illinois
$14.5M +$185K +3,021 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$9.83M +$1.2M +19,618 +14%
BBHC
9
Brown Brothers Harriman & Co
New York
$9.08M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$8.56M +$135K +2,203 +2%
ProShare Advisors
11
ProShare Advisors
Maryland
$6.7M -$729K -11,890 -10%
TCIM
12
TIAA CREF Investment Management
New York
$4.96M +$1.33M +21,630 +35%
Charles Schwab
13
Charles Schwab
California
$4.68M +$1.85M +30,122 +62%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$4.67M -$649K -10,597 -12%
SB
15
Suntrust Banks
Georgia
$4.17M +$1.11M +18,077 +35%
LSV Asset Management
16
LSV Asset Management
Illinois
$3.94M +$2.37M +38,742 +142%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$3.17M -$68.1K -1,111 -2%
PPA
18
Parametric Portfolio Associates
Washington
$3.03M +$1.45M +23,622 +87%
CA
19
Calton & Associates
Florida
$3.03M +$25.1K +409 +0.8%
Prudential Financial
20
Prudential Financial
New Jersey
$3.03M +$485K +7,911 +18%
Goldman Sachs
21
Goldman Sachs
New York
$2.94M +$720K +11,749 +31%
BCM
22
Bridgeway Capital Management
Texas
$2.89M +$601K +9,800 +25%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$2.84M +$124K +2,022 +4%
AIMCA
24
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.52M +$552K +9,000 +27%
First Trust Advisors
25
First Trust Advisors
Illinois
$2.35M +$130K +2,120 +6%

NHC Hedge Fund Activity: Q1 2018 in Review

123 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q1 2018, worth a combined $342M — down 1.9% from $349M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NHC positions and 7 closed out — a net gain of 4 holders — while 53 added to existing stakes and 37 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $2.37M. The largest seller was Vanguard Group, cutting an estimated $5.58M.

  • 123 institutional investors held National Healthcare (NHC) as of Q1 2018, up from 119 in Q4 2017.
  • Funds reported $342M of National Healthcare stock for Q1 2018, down 1.9% quarter-over-quarter.
  • 11 funds opened new National Healthcare positions in Q1 2018 and 7 closed out, a net change of +4 holders.
  • The largest National Healthcare buyer in Q1 2018 was LSV Asset Management, an estimated $2.37M added.
  • The largest National Healthcare seller in Q1 2018 was Vanguard Group, an estimated $5.58M sold.

Based on aggregated 13F filings for Q1 2018.