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National Healthcare

138 hedge funds and large institutions have $457M invested in National Healthcare in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 47

2.29% less ownership

Funds ownership: 49.14%46.85% (-2.3%)

5% less funds holding

Funds holding: 146138 (-8)

16% less capital invested

Capital invested by funds: $541M → $457M (-$84.1M)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

90% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $12M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
138
Holders Change
-8
Holders Change %
-5.48%
% of All Funds
2.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
53
Reduced
47
Closed
20
Calls
$1.21M
Puts
$12M
Net Calls
-$10.8M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$78.3M -$3.49M -52,013 -4%
BlackRock
2
BlackRock
New York
$57.4M +$328K +4,895 +0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$47.1M +$264K +3,932 +0.5%
Renaissance Technologies
4
Renaissance Technologies
New York
$44.3M +$2.23M +33,200 +5%
State Street
5
State Street
Massachusetts
$21.7M +$480K +7,161 +2%
Northern Trust
6
Northern Trust
Illinois
$20.5M +$4.36M +65,083 +25%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$17.4M -$41.2K -614 -0.2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13M +$15.5K +231 +0.1%
ProShare Advisors
9
ProShare Advisors
Maryland
$7.02M -$2.2M -32,832 -23%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$6.83M -$409K -6,094 -5%
BBHC
11
Brown Brothers Harriman & Co
New York
$6.82M
Charles Schwab
12
Charles Schwab
California
$6.54M -$2.89M -43,069 -29%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$6.51M -$107K -1,595 -2%
JP Morgan Chase
14
JP Morgan Chase
New York
$6.17M -$1.86M -27,764 -22%
American Century Companies
15
American Century Companies
Missouri
$4.99M +$5.27M +78,673 New
MAM
16
Martingale Asset Management
Massachusetts
$4.33M +$20.2K +302 +0.4%
JIR
17
James Investment Research
Ohio
$4.27M -$1.98M -29,572 -31%
WG
18
Winton Group
United Kingdom
$4.21M +$2.16M +32,243 +94%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$4.17M -$2.74M -40,895 -38%
Group One Trading
20
Group One Trading
Illinois
$4.08M +$3.25M +48,434 +307%
N
21
Nuveen
North Carolina
$3.75M +$250K +3,725 +7%
BG
22
Bahl & Gaynor
Ohio
$3.57M +$14.9K +223 +0.4%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$3.36M +$117K +1,749 +3%
Truist Financial
24
Truist Financial
North Carolina
$3.22M -$405K -6,042 -11%
Victory Capital Management
25
Victory Capital Management
Texas
$3.09M -$3.27M -48,845 -50%

NHC Hedge Fund Activity: Q2 2020 in Review

138 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q2 2020, worth a combined $457M — down 16% from $541M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of NHC and 12 opened new positions — a net loss of 8 holders — while 47 trimmed existing stakes and 53 added.

The largest buyer was American Century Companies, opening a new position worth an estimated $5.27M. The largest seller was M Holdings Securities, exiting entirely with an estimated $17.4M sold.

  • 138 institutional investors held National Healthcare (NHC) as of Q2 2020, down from 146 in Q1 2020.
  • Funds reported $457M of National Healthcare stock for Q2 2020, down 16% quarter-over-quarter.
  • 12 funds opened new National Healthcare positions in Q2 2020 and 20 closed out, a net change of -8 holders.
  • The largest National Healthcare buyer in Q2 2020 was American Century Companies, an estimated $5.27M added.
  • The largest National Healthcare seller in Q2 2020 was M Holdings Securities, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2020.