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National Healthcare

132 hedge funds and large institutions have $456M invested in National Healthcare in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $418M → $456M (+$38.1M)

1.3% more ownership

Funds ownership: 46.83%48.13% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 136132 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

31% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 55

Holders
132
Holders Change
-4
Holders Change %
-2.94%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
38
Reduced
55
Closed
14
Calls
$364K
Puts
Net Calls
+$364K
Net Calls Change
+$330K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$82.2M -$3.94M -66,373 -5%
BlackRock
2
BlackRock
New York
$63.1M +$2.33M +39,318 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$56M +$1.36M +22,899 +3%
Renaissance Technologies
4
Renaissance Technologies
New York
$27.3M -$818K -13,800 -3%
State Street
5
State Street
Massachusetts
$20.6M -$1.96M -33,133 -9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$16M +$324K +5,457 +2%
Goldman Sachs
7
Goldman Sachs
New York
$12.5M +$2.22M +37,438 +23%
Northern Trust
8
Northern Trust
Illinois
$12.1M -$11.9K -200 -0.1%
Charles Schwab
9
Charles Schwab
California
$9.16M +$1.49M +25,172 +20%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$8.39M +$3.33M +56,118 +70%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.27M -$17.4K -294 -0.2%
Ameriprise
12
Ameriprise
Minnesota
$8.04M +$6.74M +113,625 +695%
JP Morgan Chase
13
JP Morgan Chase
New York
$7.98M +$5.37M +90,598 +235%
SFM
14
Systematic Financial Management
New Jersey
$7.57M -$158K -2,671 -2%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$6.96M +$52.8K +890 +0.8%
BBHC
16
Brown Brothers Harriman & Co
New York
$6.71M
DZ Bank
17
DZ Bank
Germany
$5.27M +$4.66M +78,647 +1,198%
DIA
18
Dean Investment Associates
Ohio
$4.88M -$87.3K -1,472 -2%
CM
19
CM Management
Florida
$4.64M
Citadel Advisors
20
Citadel Advisors
Florida
$3.62M -$2.49M -41,921 -42%
Morgan Stanley
21
Morgan Stanley
New York
$3.35M +$622K +10,490 +24%
AQR Capital Management
22
AQR Capital Management
Connecticut
$3.22M +$309K +5,208 +11%
Two Sigma Investments
23
Two Sigma Investments
New York
$3.18M -$172K -2,906 -5%
AA
24
ALPS Advisors
Colorado
$2.95M +$881K +14,863 +45%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$2.62M -$273K -4,600 -10%

NHC Hedge Fund Activity: Q2 2023 in Review

132 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q2 2023, worth a combined $456M — up 9.1% from $418M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NHC and 10 opened new positions — a net loss of 4 holders — while 55 trimmed existing stakes and 38 added.

The largest buyer was Ameriprise, adding an estimated $6.74M. The largest seller was Vanguard Group, cutting an estimated $3.94M.

  • 132 institutional investors held National Healthcare (NHC) as of Q2 2023, down from 136 in Q1 2023.
  • Funds reported $456M of National Healthcare stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 10 funds opened new National Healthcare positions in Q2 2023 and 14 closed out, a net change of -4 holders.
  • The largest National Healthcare buyer in Q2 2023 was Ameriprise, an estimated $6.74M added.
  • The largest National Healthcare seller in Q2 2023 was Vanguard Group, an estimated $3.94M sold.

Based on aggregated 13F filings for Q2 2023.