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National Healthcare

159 hedge funds and large institutions have $810M invested in National Healthcare in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

72% more capital invested

Capital invested by funds: $471M → $810M (+$339M)

21% more funds holding

Funds holding: 131159 (+28)

9.07% more ownership

Funds ownership: 48.05%57.12% (+9.1%)

18% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 57

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $231K

Holders
159
Holders Change
+28
Holders Change %
+21.37%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
47
Reduced
57
Closed
11
Calls
Puts
$231K
Net Calls
-$231K
Net Calls Change
-$231K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$200M +$88.7M +1,157,614 +115%
Vanguard Group
2
Vanguard Group
Pennsylvania
$140M +$14.1M +184,411 +14%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$88.5M +$1.71M +22,317 +2%
State Street
4
State Street
Massachusetts
$49.4M +$15.8M +205,955 +63%
Renaissance Technologies
5
Renaissance Technologies
New York
$38.3M -$1.01M -13,200 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$25.8M +$908K +11,847 +4%
Northern Trust
7
Northern Trust
Illinois
$19.2M +$918K +11,976 +6%
Charles Schwab
8
Charles Schwab
California
$18.4M +$1.93M +25,193 +14%
Morgan Stanley
9
Morgan Stanley
New York
$18.4M +$11.3M +147,374 +287%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$14.3M +$1.81M +23,583 +18%
JP Morgan Chase
11
JP Morgan Chase
New York
$11.7M +$301K +3,934 +3%
SFM
12
Systematic Financial Management
New Jersey
$10.5M -$839K -10,948 -9%
Invesco
13
Invesco
Georgia
$8.56M +$4.66M +60,747 +190%
Goldman Sachs
14
Goldman Sachs
New York
$7.17M -$10.1M -131,918 -63%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$6.8M -$967K -12,620 -15%
Principal Financial Group
16
Principal Financial Group
Iowa
$6.48M +$5.38M +70,155 New
DZ Bank
17
DZ Bank
Germany
$5.97M -$1.47M -19,233 -23%
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$5.54M +$1.56M +20,375 +52%
DIA
19
Dean Investment Associates
Ohio
$5.33M -$605K -7,896 -12%
AQR Capital Management
20
AQR Capital Management
Connecticut
$5.22M -$415K -5,418 -9%
FP
21
Foundry Partners
Minnesota
$5.2M +$1.33M +17,345 +45%
N
22
Nuveen
North Carolina
$4.93M -$1.13M -14,693 -22%
Ameriprise
23
Ameriprise
Minnesota
$4.4M -$6.05M -78,922 -62%
HIM
24
Hillsdale Investment Management
Ontario, Canada
$4.04M +$2.56M +33,394 +323%
BBHC
25
Brown Brothers Harriman & Co
New York
$4.02M -$4.41M -57,500 -57%

NHC Hedge Fund Activity: Q4 2023 in Review

159 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q4 2023, worth a combined $810M — up 72% from $471M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NHC positions and 11 closed out — a net gain of 29 holders — while 47 added to existing stakes and 57 trimmed.

The largest buyer was BlackRock, adding an estimated $88.7M. The largest seller was Susquehanna International Group, cutting an estimated $11M.

  • 159 institutional investors held National Healthcare (NHC) as of Q4 2023, up from 131 in Q3 2023.
  • Funds reported $810M of National Healthcare stock for Q4 2023, up 72% quarter-over-quarter.
  • 40 funds opened new National Healthcare positions in Q4 2023 and 11 closed out, a net change of +29 holders.
  • The largest National Healthcare buyer in Q4 2023 was BlackRock, an estimated $88.7M added.
  • The largest National Healthcare seller in Q4 2023 was Susquehanna International Group, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2023.