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National Healthcare

136 hedge funds and large institutions have $418M invested in National Healthcare in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

133% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 27

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more funds holding

Funds holding: 118136 (+18)

11% more capital invested

Capital invested by funds: $376M → $418M (+$41.6M)

0.11% more ownership

Funds ownership: 46.71%46.83% (+0.11%)

Holders
136
Holders Change
+18
Holders Change %
+15.25%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
63
Reduced
27
Closed
6
Calls
$34K
Puts
Net Calls
+$34K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$81.1M -$591K -10,287 -0.7%
BlackRock
2
BlackRock
New York
$57M +$1.85M +32,236 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$51.3M +$2.16M +37,531 +4%
Renaissance Technologies
4
Renaissance Technologies
New York
$26.4M -$684K -11,900 -3%
State Street
5
State Street
Massachusetts
$21.3M +$749K +13,032 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$14.7M +$769K +13,384 +6%
Northern Trust
7
Northern Trust
Illinois
$11.3M -$296K -5,142 -3%
Goldman Sachs
8
Goldman Sachs
New York
$9.59M +$1.33M +23,196 +16%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$7.78M -$283K -4,917 -4%
SFM
10
Systematic Financial Management
New Jersey
$7.27M +$499K +8,689 +7%
Charles Schwab
11
Charles Schwab
California
$7.14M +$1.44M +25,112 +26%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$6.48M +$957K +16,650 +18%
BBHC
13
Brown Brothers Harriman & Co
New York
$6.3M
Citadel Advisors
14
Citadel Advisors
Florida
$5.84M +$3.41M +59,343 +144%
DIA
15
Dean Investment Associates
Ohio
$4.67M +$846K +14,711 +22%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$4.62M +$4.58M +79,606 New
CM
17
CM Management
Florida
$4.36M +$575K +10,000 +15%
Millennium Management
18
Millennium Management
New York
$4.08M +$3.11M +54,124 +336%
Two Sigma Investments
19
Two Sigma Investments
New York
$3.15M +$1.26M +21,846 +67%
Marshall Wace
20
Marshall Wace
United Kingdom
$2.76M +$2.73M +47,545 New
Two Sigma Advisers
21
Two Sigma Advisers
New York
$2.73M +$1.18M +20,500 +77%
AQR Capital Management
22
AQR Capital Management
Connecticut
$2.72M +$615K +10,694 +30%
Morgan Stanley
23
Morgan Stanley
New York
$2.54M +$1.11M +19,260 +79%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$2.49M
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$2.32M +$126K +2,187 +6%

NHC Hedge Fund Activity: Q1 2023 in Review

136 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q1 2023, worth a combined $418M — up 11% from $376M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NHC positions and 6 closed out — a net gain of 19 holders — while 63 added to existing stakes and 27 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $4.58M. The largest seller was Invesco, cutting an estimated $25.6M.

  • 136 institutional investors held National Healthcare (NHC) as of Q1 2023, up from 118 in Q4 2022.
  • Funds reported $418M of National Healthcare stock for Q1 2023, up 11% quarter-over-quarter.
  • 25 funds opened new National Healthcare positions in Q1 2023 and 6 closed out, a net change of +19 holders.
  • The largest National Healthcare buyer in Q1 2023 was Susquehanna International Group, an estimated $4.58M added.
  • The largest National Healthcare seller in Q1 2023 was Invesco, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2023.