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National Healthcare

129 hedge funds and large institutions have $485M invested in National Healthcare in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 37

1.33% more ownership

Funds ownership: 40.57%41.9% (+1.3%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

3% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $12M

0% more capital invested

Capital invested by funds: $485M → $485M (+$273K)

0% more funds holding

Funds holding: 129129 (0)

Holders
129
Holders Change
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
50
Reduced
37
Closed
15
Calls
$12.4M
Puts
$12M
Net Calls
+$341K
Net Calls Change
-$9.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$77.6M +$10.8M +136,536 +15%
BlackRock
2
BlackRock
New York
$64.4M -$2.24M -28,260 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$53.7M +$1.35M +17,018 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$49.1M +$3.5M +44,100 +7%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$25.3M -$516K -6,507 -2%
State Street
6
State Street
Massachusetts
$23.5M -$1.86M -23,429 -7%
Northern Trust
7
Northern Trust
Illinois
$18.7M +$1.35K +17 +0%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$15.5M +$1.08M +13,651 +7%
BBHC
9
Brown Brothers Harriman & Co
New York
$11.9M +$27.8K +350 +0.2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$9.25M +$426K +5,366 +5%
ProShare Advisors
11
ProShare Advisors
Maryland
$9.03M +$1.67M +20,989 +21%
Bessemer Group
12
Bessemer Group
New Jersey
$8.5M +$4.56M +57,528 +106%
Charles Schwab
13
Charles Schwab
California
$6.96M +$454K +5,720 +7%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$5.94M
SB
15
Suntrust Banks
Georgia
$5.87M +$1.15M +14,434 +23%
PPA
16
Parametric Portfolio Associates
Washington
$5.63M +$485K +6,108 +9%
American Century Companies
17
American Century Companies
Missouri
$4.89M +$195K +2,463 +4%
MAM
18
Martingale Asset Management
Massachusetts
$4.52M +$706K +8,900 +18%
PAM
19
Panagora Asset Management
Massachusetts
$4.05M +$1.2M +15,066 +39%
BCM
20
Bridgeway Capital Management
Texas
$3.68M
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$3.62M +$3.25K +41 +0.1%
CA
22
Calton & Associates
Florida
$3.56M -$312K -3,927 -8%
BG
23
Bahl & Gaynor
Ohio
$3.44M +$1.01M +12,760 +39%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$3.12M +$186K +2,347 +6%
Deutsche Bank
25
Deutsche Bank
Germany
$2.51M +$1.26M +15,910 +93%

NHC Hedge Fund Activity: Q1 2019 in Review

129 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q1 2019, worth a combined $485M — up 0.06% from $485M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NHC positions and 15 closed out — a net gain of 1 holder — while 50 added to existing stakes and 37 trimmed.

The largest buyer was Vanguard Group, adding an estimated $10.8M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $3.94M sold.

  • 129 institutional investors held National Healthcare (NHC) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $485M of National Healthcare stock for Q1 2019, up 0.06% quarter-over-quarter.
  • 16 funds opened new National Healthcare positions in Q1 2019 and 15 closed out, a net change of +1 holder.
  • The largest National Healthcare buyer in Q1 2019 was Vanguard Group, an estimated $10.8M added.
  • The largest National Healthcare seller in Q1 2019 was Hotchkis & Wiley Capital Management, an estimated $3.94M sold.

Based on aggregated 13F filings for Q1 2019.