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National Healthcare

122 hedge funds and large institutions have $452M invested in National Healthcare in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $4.94M | Put options by funds: $1.38M

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

10% more capital invested

Capital invested by funds: $410M → $452M (+$42.6M)

3% more funds holding

Funds holding: 118122 (+4)

1.16% more ownership

Funds ownership: 38.25%39.41% (+1.2%)

Holders
122
Holders Change
+4
Holders Change %
+3.39%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
45
Reduced
36
Closed
14
Calls
$4.94M
Puts
$1.38M
Net Calls
+$3.56M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$65M +$2.87M +38,970 +5%
BlackRock
2
BlackRock
New York
$63.3M +$1.78M +24,174 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$49.4M +$2.04M +27,687 +4%
Renaissance Technologies
4
Renaissance Technologies
New York
$44.2M +$2M +27,200 +5%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$24.6M -$363K -4,937 -1%
State Street
6
State Street
Massachusetts
$23.5M +$2.84M +38,601 +14%
Northern Trust
7
Northern Trust
Illinois
$18.7M -$432K -5,878 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$14.7M +$836K +11,366 +6%
BBHC
9
Brown Brothers Harriman & Co
New York
$11.8M +$99.3K +1,349 +0.9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$11.2M +$346K +4,704 +3%
ProShare Advisors
11
ProShare Advisors
Maryland
$7.24M +$66.1K +898 +0.9%
Charles Schwab
12
Charles Schwab
California
$6.42M -$139K -1,890 -2%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$5.89M -$16.1K -219 -0.3%
PPA
14
Parametric Portfolio Associates
Washington
$5.8M +$1.22M +16,525 +27%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$5.23M +$1.37M +18,585 +37%
Bessemer Group
16
Bessemer Group
New Jersey
$5.09M +$3.87M +52,604 +353%
SB
17
Suntrust Banks
Georgia
$4.97M -$205K -2,787 -4%
CA
18
Calton & Associates
Florida
$3.8M -$49.3K -670 -1%
BCM
19
Bridgeway Capital Management
Texas
$3.65M
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$3.59M +$5.22K +71 +0.1%
TCIM
21
TIAA CREF Investment Management
New York
$3.21M -$1.59M -21,631 -34%
AIMCA
22
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.13M +$213K +2,900 +7%
PAM
23
Panagora Asset Management
Massachusetts
$3.13M -$44.4K -604 -1%
MAM
24
Martingale Asset Management
Massachusetts
$3.12M +$73.6K +1,000 +2%
Goldman Sachs
25
Goldman Sachs
New York
$2.9M +$45.7K +621 +2%

NHC Hedge Fund Activity: Q3 2018 in Review

122 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q3 2018, worth a combined $452M — up 10% from $410M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NHC positions and 14 closed out — a net gain of 4 holders — while 45 added to existing stakes and 36 trimmed.

The largest buyer was Bessemer Group, adding an estimated $3.87M. The largest seller was LSV Asset Management, cutting an estimated $4.74M.

  • 122 institutional investors held National Healthcare (NHC) as of Q3 2018, up from 118 in Q2 2018.
  • Funds reported $452M of National Healthcare stock for Q3 2018, up 10% quarter-over-quarter.
  • 18 funds opened new National Healthcare positions in Q3 2018 and 14 closed out, a net change of +4 holders.
  • The largest National Healthcare buyer in Q3 2018 was Bessemer Group, an estimated $3.87M added.
  • The largest National Healthcare seller in Q3 2018 was LSV Asset Management, an estimated $4.74M sold.

Based on aggregated 13F filings for Q3 2018.