We are live on ! Find out more
NHC icon

National Healthcare
NHC

131 hedge funds and large institutions have $471M invested in National Healthcare in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $456M → $471M (+$15.2M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.08% less ownership

Funds ownership: 48.13% → 48.05% (-0.08%)

1% less funds holding

Funds holding: 132 → 131 (-1)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

25% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 55

Holders
131
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
41
Reduced
55
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KLC
Kent Lake Capital
Nevada
+$7.69M
2
N
Nuveen
North Carolina
+$2.64M
3
FP
Foundry Partners
Minnesota
+$2.5M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.86M
5
Charles Schwab
Charles Schwab
California
+$1.66M

Top Sellers

1
AA
ALPS Advisors
Colorado
-$2.95M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.55M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$2.47M
4
Millennium Management
Millennium Management
New York
-$1.7M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$85.4M +$305K +4,759 +0.4%
BlackRock
2
BlackRock
New York
$64.1M -$1.19M -18,537 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59.9M +$1.86M +29,102 +3%
Renaissance Technologies
4
Renaissance Technologies
New York
$27.4M -$858K -13,400 -3%
State Street
5
State Street
Massachusetts
$21M -$349K -5,451 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$17.1M +$550K +8,583 +3%
Goldman Sachs
7
Goldman Sachs
New York
$13.4M +$445K +6,952 +3%
Northern Trust
8
Northern Trust
Illinois
$12.5M +$30.9K +483 +0.2%
Charles Schwab
9
Charles Schwab
California
$11.1M +$1.66M +25,925 +17%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$9.69M +$1M +15,677 +12%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.39M -$162K -2,528 -2%
Ameriprise
12
Ameriprise
Minnesota
$8.09M -$224K -3,500 -3%
SFM
13
Systematic Financial Management
New Jersey
$7.94M +$98.6K +1,539 +1%
JP Morgan Chase
14
JP Morgan Chase
New York
$7.82M -$440K -6,862 -5%
KLC
15
Kent Lake Capital
Nevada
$7.68M +$7.69M +120,000 New
BBHC
16
Brown Brothers Harriman & Co
New York
$6.46M -$480K -7,500 -7%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$5.52M -$1.68M -26,300 -23%
DZ Bank
18
DZ Bank
Germany
$5.37M -$86.2K -1,346 -2%
CM
19
CM Management
Florida
$4.8M – – –
N
20
Nuveen
North Carolina
$4.35M +$2.64M +41,220 +154%
DIA
21
Dean Investment Associates
Ohio
$4.19M -$856K -13,357 -17%
AQR Capital Management
22
AQR Capital Management
Connecticut
$3.96M +$634K +9,893 +19%
Morgan Stanley
23
Morgan Stanley
New York
$3.29M -$177K -2,769 -5%
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$2.92M +$597K +9,313 +26%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$2.53M -$19.6K -306 -0.8%
1
2 3 4 5

NHC Hedge Fund Activity: Q3 2023 in Review

131 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q3 2023, worth a combined $471M — up 3.3% from $456M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NHC and 11 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 41 added.

The largest buyer was Kent Lake Capital, opening a new position worth an estimated $7.69M. The largest seller was ALPS Advisors, exiting entirely with an estimated $2.95M sold.

  • 131 institutional investors held National Healthcare (NHC) as of Q3 2023, down from 132 in Q2 2023.
  • Funds reported $471M of National Healthcare stock for Q3 2023, up 3.3% quarter-over-quarter.
  • 11 funds opened new National Healthcare positions in Q3 2023 and 12 closed out, a net change of -1 holder.
  • The largest National Healthcare buyer in Q3 2023 was Kent Lake Capital, an estimated $7.69M added.
  • The largest National Healthcare seller in Q3 2023 was ALPS Advisors, an estimated $2.95M sold.

Based on aggregated 13F filings for Q3 2023.