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National Healthcare

130 hedge funds and large institutions have $541M invested in National Healthcare in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $474M → $541M (+$66.7M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 130130 (0)

0.57% less ownership

Funds ownership: 46.5%45.93% (-0.57%)

16% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 51

Holders
130
Holders Change
Holders Change %
0%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
43
Reduced
51
Closed
11
Calls
$669K
Puts
Net Calls
+$669K
Net Calls Change
+$643K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$95.3M -$657K -9,278 -0.8%
BlackRock
2
BlackRock
New York
$75.5M +$3.74M +52,843 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$57.9M -$229K -3,234 -0.4%
Renaissance Technologies
4
Renaissance Technologies
New York
$48.4M -$3.36M -47,500 -7%
American Century Companies
5
American Century Companies
Missouri
$25.2M +$7.3M +103,220 +47%
State Street
6
State Street
Massachusetts
$23.1M +$155K +2,190 +0.7%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$19.4M -$604K -8,538 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$18.9M +$1.63M +22,998 +10%
Northern Trust
9
Northern Trust
Illinois
$16.9M -$6.45M -91,082 -30%
JP Morgan Chase
10
JP Morgan Chase
New York
$13.3M -$434K -6,132 -3%
ProShare Advisors
11
ProShare Advisors
Maryland
$12.6M +$1.87M +26,361 +19%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$11.2M +$377K +5,328 +4%
Charles Schwab
13
Charles Schwab
California
$10.5M +$385K +5,434 +4%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$6.49M -$647K -9,149 -10%
Victory Capital Management
15
Victory Capital Management
Texas
$5.19M +$1.05M +14,892 +29%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$4.65M -$1.12M -15,800 -21%
N
17
Nuveen
North Carolina
$4.44M -$104K -1,473 -3%
Goldman Sachs
18
Goldman Sachs
New York
$4.24M +$148K +2,094 +4%
PPA
19
Parametric Portfolio Associates
Washington
$3.71M -$33.2K -469 -1%
BCM
20
Bridgeway Capital Management
Texas
$3.35M -$92K -1,300 -3%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.94M -$4.07M -57,572 -60%
First Trust Advisors
22
First Trust Advisors
Illinois
$2.87M +$1.05M +14,895 +68%
CA
23
Calton & Associates
Florida
$2.84M -$49.9K -705 -2%
AQR Capital Management
24
AQR Capital Management
Connecticut
$2.82M -$112K -1,589 -4%
OSIA
25
O'Shares Investment Advisers
Massachusetts
$2.81M +$63.1K +892 +3%

NHC Hedge Fund Activity: Q1 2021 in Review

130 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q1 2021, worth a combined $541M — up 14% from $474M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NHC positions and 11 closed out — a net gain of 1 holder — while 43 added to existing stakes and 51 trimmed.

The largest buyer was American Century Companies, adding an estimated $7.3M. The largest seller was Northern Trust, cutting an estimated $6.45M.

  • 130 institutional investors held National Healthcare (NHC) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $541M of National Healthcare stock for Q1 2021, up 14% quarter-over-quarter.
  • 12 funds opened new National Healthcare positions in Q1 2021 and 11 closed out, a net change of +1 holder.
  • The largest National Healthcare buyer in Q1 2021 was American Century Companies, an estimated $7.3M added.
  • The largest National Healthcare seller in Q1 2021 was Northern Trust, an estimated $6.45M sold.

Based on aggregated 13F filings for Q1 2021.