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National Healthcare

147 hedge funds and large institutions have $541M invested in National Healthcare in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 50

3.86% more ownership

Funds ownership: 45.28%49.14% (+3.9%)

3% less funds holding

Funds holding: 151147 (-4)

10% less capital invested

Capital invested by funds: $599M → $541M (-$58.4M)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

65% less call options, than puts

Call options by funds: $6.48M | Put options by funds: $18.7M

Holders
147
Holders Change
-4
Holders Change %
-2.65%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
56
Reduced
50
Closed
19
Calls
$6.48M
Puts
$18.7M
Net Calls
-$12.2M
Net Calls Change
-$8.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$92.2M +$4.97M +62,856 +5%
BlackRock
2
BlackRock
New York
$64.5M -$967K -12,222 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$52.9M +$407K +5,143 +0.7%
Renaissance Technologies
4
Renaissance Technologies
New York
$47.8M -$111K -1,400 -0.2%
State Street
5
State Street
Massachusetts
$24M +$97.1K +1,227 +0.4%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$19.7M -$2.85M -36,058 -12%
Northern Trust
7
Northern Trust
Illinois
$18.5M +$39.6K +501 +0.2%
MHS
8
M Holdings Securities
Oregon
$17.4M +$19.2M +242,831 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$14.7M -$523K -6,611 -3%
Charles Schwab
10
Charles Schwab
California
$10.5M +$2.6M +32,925 +29%
ProShare Advisors
11
ProShare Advisors
Maryland
$10.3M -$449K -5,672 -4%
JP Morgan Chase
12
JP Morgan Chase
New York
$8.96M +$9.04M +114,317 +1,074%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$8.16M +$912K +11,530 +11%
BBHC
14
Brown Brothers Harriman & Co
New York
$7.71M -$140K -1,775 -2%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$7.64M +$6.84M +86,436 +430%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.47M -$329K -4,154 -4%
Victory Capital Management
17
Victory Capital Management
Texas
$6.99M +$4.21M +53,266 +120%
JIR
18
James Investment Research
Ohio
$6.95M +$294K +3,719 +4%
MAM
19
Martingale Asset Management
Massachusetts
$4.88M +$190K +2,402 +4%
Truist Financial
20
Truist Financial
North Carolina
$4.08M -$257K -3,253 -5%
Bessemer Group
21
Bessemer Group
New Jersey
$4.04M -$2.02M -25,585 -31%
BG
22
Bahl & Gaynor
Ohio
$4.02M -$11.7K -148 -0.3%
N
23
Nuveen
North Carolina
$3.98M +$86.5K +1,093 +2%
DIA
24
Dean Investment Associates
Ohio
$3.72M +$408K +5,155 +11%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$3.67M +$803K +10,148 +25%

NHC Hedge Fund Activity: Q1 2020 in Review

147 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q1 2020, worth a combined $541M — down 9.7% from $599M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of NHC and 17 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 56 added.

The largest buyer was M Holdings Securities, opening a new position worth an estimated $19.2M. The largest seller was Acadian Asset Management, cutting an estimated $2.85M.

  • 147 institutional investors held National Healthcare (NHC) as of Q1 2020, down from 151 in Q4 2019.
  • Funds reported $541M of National Healthcare stock for Q1 2020, down 9.7% quarter-over-quarter.
  • 17 funds opened new National Healthcare positions in Q1 2020 and 19 closed out, a net change of -2 holders.
  • The largest National Healthcare buyer in Q1 2020 was M Holdings Securities, an estimated $19.2M added.
  • The largest National Healthcare seller in Q1 2020 was Acadian Asset Management, an estimated $2.85M sold.

Based on aggregated 13F filings for Q1 2020.