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Simplify Health Care ETF

21 hedge funds and large institutions have $12.9M invested in Simplify Health Care ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

113% more capital invested

Capital invested by funds: $6.06M → $12.9M (+$6.83M)

40% more funds holding

Funds holding: 1521 (+6)

8.81% less ownership

Funds ownership: 35.95%27.15% (-8.8%)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
21
Holders Change
+6
Holders Change %
+40%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
3
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LDB
1
Lee, Danner & Bass
Tennessee
$2.7M +$2.86M +113,528 New
Stifel Financial
2
Stifel Financial
Missouri
$2.05M +$2.18M +86,411 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.73M +$1.47M +58,352 +407%
PCP
4
Proficio Capital Partners
Massachusetts
$1.2M -$5.83M -231,744 -82%
DTIM
5
Danda Trouve Investment Management
Kansas
$965K -$47.7K -1,893 -4%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$575K +$610K +24,212 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$532K +$564K +22,421 New
HighTower Advisors
8
HighTower Advisors
Illinois
$504K +$533K +21,178 New
SC
9
Scotia Capital
Ontario, Canada
$487K +$56K +2,223 +12%
Vontobel Holding
10
Vontobel Holding
Switzerland
$421K +$446K +17,723 New
IA
11
Insight Advisors
Pennsylvania
$417K +$108K +4,304 +32%
Citadel Advisors
12
Citadel Advisors
Florida
$310K +$329K +13,063 New
NA
13
NewEdge Advisors
Louisiana
$286K +$303K +12,031 New
Osaic Holdings
14
Osaic Holdings
Arizona
$250K -$187K -7,416 -41%
RIA
15
Realta Investment Advisors
Delaware
$210K -$1.51K -60 -0.7%
SC
16
Solstein Capital
California
$135K -$87.3K -3,466 -38%
UBS Group
17
UBS Group
Switzerland
$51K +$53.9K +2,141 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$48K -$12.6K -500 -20%
IA
19
IFP Advisors
Florida
$26K
PA
20
Parallel Advisors
California
$6K
APA
21
American Portfolios Advisors
New York
$2.37K
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
-$1.38M -55,895 Closed
Jane Street
23
Jane Street
New York
-$462K -18,779 Closed
PFA
24
Peak Financial Advisors
Colorado
-$272K -11,068 Closed

PINK Hedge Fund Activity: Q3 2022 in Review

21 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Simplify Health Care ETF (PINK) for Q3 2022, worth a combined $12.9M — up 113% from $6.06M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PINK positions and 3 closed out — a net gain of 6 holders — while 3 added to existing stakes and 6 trimmed.

The largest buyer was Lee, Danner & Bass, opening a new position worth an estimated $2.86M. The largest seller was Proficio Capital Partners, cutting an estimated $5.83M.

  • 21 institutional investors held Simplify Health Care ETF (PINK) as of Q3 2022, up from 15 in Q2 2022.
  • Funds reported $12.9M of Simplify Health Care ETF stock for Q3 2022, up 113% quarter-over-quarter.
  • 9 funds opened new Simplify Health Care ETF positions in Q3 2022 and 3 closed out, a net change of +6 holders.
  • The largest Simplify Health Care ETF buyer in Q3 2022 was Lee, Danner & Bass, an estimated $2.86M added.
  • The largest Simplify Health Care ETF seller in Q3 2022 was Proficio Capital Partners, an estimated $5.83M sold.

Based on aggregated 13F filings for Q3 2022.