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National Healthcare

128 hedge funds and large institutions have $485M invested in National Healthcare in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $4.13M

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

24% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 41

7% more capital invested

Capital invested by funds: $452M → $485M (+$32.5M)

5% more funds holding

Funds holding: 122128 (+6)

1.16% more ownership

Funds ownership: 39.41%40.57% (+1.2%)

Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
2.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
51
Reduced
41
Closed
10
Calls
$13.5M
Puts
$4.13M
Net Calls
+$9.37M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$69.6M +$1.88M +23,968 +3%
BlackRock
2
BlackRock
New York
$68.8M +$2.93M +37,374 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$54.2M +$2.83M +36,153 +6%
Renaissance Technologies
4
Renaissance Technologies
New York
$47.3M +$1.28M +16,300 +3%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$26.7M +$1.08M +13,822 +4%
State Street
6
State Street
Massachusetts
$26.1M +$1.52M +19,411 +6%
Northern Trust
7
Northern Trust
Illinois
$19.4M -$113K -1,442 -0.6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$15M -$293K -3,747 -2%
BBHC
9
Brown Brothers Harriman & Co
New York
$12.3M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$9.14M -$2.47M -31,552 -21%
ProShare Advisors
11
ProShare Advisors
Maryland
$7.68M +$149K +1,908 +2%
Charles Schwab
12
Charles Schwab
California
$6.74M +$61.3K +783 +0.9%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$6.14M +$6.26K +80 +0.1%
PPA
14
Parametric Portfolio Associates
Washington
$5.34M -$690K -8,818 -11%
SB
15
Suntrust Banks
Georgia
$4.94M -$236K -3,015 -5%
American Century Companies
16
American Century Companies
Missouri
$4.87M +$4.86M +62,045 New
Bessemer Group
17
Bessemer Group
New Jersey
$4.27M -$1.02M -13,039 -19%
Goldman Sachs
18
Goldman Sachs
New York
$4.04M +$1.02M +13,049 +34%
CA
19
Calton & Associates
Florida
$3.98M +$23.7K +303 +0.6%
MAM
20
Martingale Asset Management
Massachusetts
$3.98M +$728K +9,300 +22%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$3.94M -$1.5M -19,112 -28%
BCM
22
Bridgeway Capital Management
Texas
$3.8M
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$3.74M +$1.72K +22 +0%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$3.07M +$2.52M +32,232 +474%
PAM
25
Panagora Asset Management
Massachusetts
$3.01M -$248K -3,165 -8%

NHC Hedge Fund Activity: Q4 2018 in Review

128 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q4 2018, worth a combined $485M — up 7.2% from $452M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NHC positions and 10 closed out — a net gain of 7 holders — while 51 added to existing stakes and 41 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $4.86M. The largest seller was Bank of New York Mellon, cutting an estimated $2.47M.

  • 128 institutional investors held National Healthcare (NHC) as of Q4 2018, up from 122 in Q3 2018.
  • Funds reported $485M of National Healthcare stock for Q4 2018, up 7.2% quarter-over-quarter.
  • 17 funds opened new National Healthcare positions in Q4 2018 and 10 closed out, a net change of +7 holders.
  • The largest National Healthcare buyer in Q4 2018 was American Century Companies, an estimated $4.86M added.
  • The largest National Healthcare seller in Q4 2018 was Bank of New York Mellon, an estimated $2.47M sold.

Based on aggregated 13F filings for Q4 2018.