We are live on ! Find out more
NHC icon

National Healthcare

194 hedge funds and large institutions have $1.16B invested in National Healthcare in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $825K | Put options by funds: $248K

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

27% more capital invested

Capital invested by funds: $917M → $1.16B (+$247M)

11% more funds holding

Funds holding: 175194 (+19)

5.12% more ownership

Funds ownership: 54.91%60.03% (+5.1%)

7% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 67

Holders
194
Holders Change
+19
Holders Change %
+10.86%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
62
Reduced
67
Closed
14
Calls
$825K
Puts
$248K
Net Calls
+$577K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$249M -$13.7M -109,273 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$194M -$5.4M -42,964 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$127M -$1.4M -11,158 -1%
MSIIA
4
Morgan Stanley Institutional Investment Advisors
Colorado
$98.2M +$98.1M +780,437 New
State Street
5
State Street
Massachusetts
$62.5M -$2.82M -22,413 -4%
Renaissance Technologies
6
Renaissance Technologies
New York
$49.2M -$868K -6,900 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$36.8M -$1.22M -9,711 -3%
Charles Schwab
8
Charles Schwab
California
$24.6M -$894K -7,109 -4%
Northern Trust
9
Northern Trust
Illinois
$23.3M +$31.4K +250 +0.1%
Invesco
10
Invesco
Georgia
$20.2M +$3.55M +28,212 +21%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$16.7M -$2.08M -16,520 -11%
AA
12
ALPS Advisors
Colorado
$14.7M +$14.7M +116,502 New
SFM
13
Systematic Financial Management
New Jersey
$14.3M +$882K +7,011 +7%
Morgan Stanley
14
Morgan Stanley
New York
$14M +$2.02M +16,080 +17%
Goldman Sachs
15
Goldman Sachs
New York
$10.6M +$3.52M +28,011 +50%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$8.14M +$1.89M +15,061 +30%
Principal Financial Group
17
Principal Financial Group
Iowa
$7.75M -$1.4M -11,171 -15%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$6.99M -$473K -3,764 -6%
Victory Capital Management
19
Victory Capital Management
Texas
$6.51M -$4.47M -35,580 -41%
FP
20
Foundry Partners
Minnesota
$5.79M -$940K -7,475 -14%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$5.62M -$620K -4,930 -10%
BBHC
22
Brown Brothers Harriman & Co
New York
$5.47M
JP Morgan Chase
23
JP Morgan Chase
New York
$5.42M +$304K +2,419 +6%
SBH
24
Segall Bryant & Hamill
Illinois
$4.64M +$64.9K +516 +1%
HRCM
25
Hood River Capital Management
Florida
$4.47M +$1.55M +12,305 +53%

NHC Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q3 2024, worth a combined $1.16B — up 27% from $917M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NHC positions and 14 closed out — a net gain of 20 holders — while 62 added to existing stakes and 67 trimmed.

The largest buyer was Morgan Stanley Institutional Investment Advisors, opening a new position worth an estimated $98.1M. The largest seller was BlackRock, cutting an estimated $13.7M.

  • 194 institutional investors held National Healthcare (NHC) as of Q3 2024, up from 175 in Q2 2024.
  • Funds reported $1.16B of National Healthcare stock for Q3 2024, up 27% quarter-over-quarter.
  • 34 funds opened new National Healthcare positions in Q3 2024 and 14 closed out, a net change of +20 holders.
  • The largest National Healthcare buyer in Q3 2024 was Morgan Stanley Institutional Investment Advisors, an estimated $98.1M added.
  • The largest National Healthcare seller in Q3 2024 was BlackRock, an estimated $13.7M sold.

Based on aggregated 13F filings for Q3 2024.