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National Healthcare

118 hedge funds and large institutions have $376M invested in National Healthcare in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 32

1.89% more ownership

Funds ownership: 44.82%46.71% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 124118 (-6)

14% less capital invested

Capital invested by funds: $440M → $376M (-$63.7M)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
118
Holders Change
-6
Holders Change %
-4.84%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
55
Reduced
32
Closed
18
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$217K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$83.7M -$228K -3,757 -0.3%
BlackRock
2
BlackRock
New York
$56.5M +$1.43M +23,583 +3%
Invesco
3
Invesco
Georgia
$28.4M +$9.91M +163,390 +52%
Renaissance Technologies
4
Renaissance Technologies
New York
$27.8M -$2.2M -36,220 -7%
State Street
5
State Street
Massachusetts
$21.1M +$469K +7,737 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$14.3M +$524K +8,640 +4%
Northern Trust
7
Northern Trust
Illinois
$11.9M -$11.8K -195 -0.1%
Victory Capital Management
8
Victory Capital Management
Texas
$11.2M -$2.27M -37,371 -17%
Goldman Sachs
9
Goldman Sachs
New York
$8.44M +$2.76M +45,472 +47%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$8.27M +$80.5K +1,328 +1%
SFM
11
Systematic Financial Management
New Jersey
$6.93M +$459K +7,566 +7%
BBHC
12
Brown Brothers Harriman & Co
New York
$6.46M
Charles Schwab
13
Charles Schwab
California
$5.83M +$64.4K +1,063 +1%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$5.65M +$5.76M +95,000 New
DIA
15
Dean Investment Associates
Ohio
$3.91M +$632K +10,420 +19%
CM
16
CM Management
Florida
$3.87M +$303K +5,000 +8%
Prudential Financial
17
Prudential Financial
New Jersey
$2.96M +$194K +3,195 +7%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$2.55M -$323K -5,328 -11%
Citadel Advisors
19
Citadel Advisors
Florida
$2.45M +$2.13M +35,078 +578%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$2.35M -$19.8K -327 -0.8%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$2.31M +$16.2K +268 +0.7%
JP Morgan Chase
22
JP Morgan Chase
New York
$2.29M -$5.98M -98,601 -72%
State of New Jersey Common Pension Fund D
23
State of New Jersey Common Pension Fund D
New Jersey
$2.25M +$171K +2,818 +8%
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$2.16M -$68.6K -1,132 -3%
AQR Capital Management
25
AQR Capital Management
Connecticut
$2.15M +$396K +6,524 +22%

NHC Hedge Fund Activity: Q4 2022 in Review

118 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q4 2022, worth a combined $376M — down 14% from $440M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of NHC and 14 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 55 added.

The largest buyer was Invesco, adding an estimated $9.91M. The largest seller was JP Morgan Chase, cutting an estimated $5.98M.

  • 118 institutional investors held National Healthcare (NHC) as of Q4 2022, down from 124 in Q3 2022.
  • Funds reported $376M of National Healthcare stock for Q4 2022, down 14% quarter-over-quarter.
  • 14 funds opened new National Healthcare positions in Q4 2022 and 18 closed out, a net change of -4 holders.
  • The largest National Healthcare buyer in Q4 2022 was Invesco, an estimated $9.91M added.
  • The largest National Healthcare seller in Q4 2022 was JP Morgan Chase, an estimated $5.98M sold.

Based on aggregated 13F filings for Q4 2022.