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Simplify Health Care ETF

27 hedge funds and large institutions have $21.1M invested in Simplify Health Care ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

8% more funds holding

Funds holding: 2527 (+2)

2% more capital invested

Capital invested by funds: $20.7M → $21.1M (+$405K)

0.26% more ownership

Funds ownership: 36.66%36.92% (+0.26%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
7
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LDB
1
Lee, Danner & Bass
Tennessee
$3.23M -$27.9K -1,065 -0.8%
TC
2
TAP Consulting
Missouri
$2.84M +$2.96M +112,947 New
GIA
3
Gladstone Institutional Advisory
Florida
$2.77M +$257K +9,815 +10%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.3M +$1.47M +55,980 +157%
Stifel Financial
5
Stifel Financial
Missouri
$2.19M +$9.04K +345 +0.4%
Vontobel Holding
6
Vontobel Holding
Switzerland
$1.1M +$271K +10,337 +31%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$1.02M -$996 -38 -0.1%
LPL Financial
8
LPL Financial
California
$804K -$2.26M -86,291 -73%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$592K +$5.24K +200 +0.9%
CIBC World Market
10
CIBC World Market
Ontario, Canada
$510K +$165K +6,300 +45%
IA
11
Insight Advisors
Pennsylvania
$493K -$52.4K -1,998 -9%
HighTower Advisors
12
HighTower Advisors
Illinois
$458K -$497K -18,970 -51%
WAM
13
WNY Asset Management
New York
$416K +$434K +16,560 New
KPWS
14
Kestra Private Wealth Services
Texas
$341K +$356K +13,582 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$336K +$350K +13,370 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$335K -$411K -15,664 -54%
FTUS
17
Flow Traders U.S.
New York
$283K +$296K +11,290 New
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$274K -$4.17K -159 -1%
Citadel Advisors
19
Citadel Advisors
Florida
$261K -$54.5K -2,081 -17%
Jane Street
20
Jane Street
New York
$260K +$271K +10,338 New
AI
21
AXS Investments
New York
$240K +$250K +9,545 New
UBS Group
22
UBS Group
Switzerland
$62.5K +$65.3K +2,491 New
SC
23
Solstein Capital
California
$13.4K
Comerica Bank
24
Comerica Bank
Texas
$7.53K +$7.86K +300 New
TWC
25
TD Waterhouse Canada
Ontario, Canada
$1.53K +$131 +5 +13%

PINK Hedge Fund Activity: Q3 2023 in Review

27 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Simplify Health Care ETF (PINK) for Q3 2023, worth a combined $21.1M — up 2% from $20.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PINK positions and 8 closed out — a net gain of 2 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was TAP Consulting, opening a new position worth an estimated $2.96M. The largest seller was LPL Financial, cutting an estimated $2.26M.

  • 27 institutional investors held Simplify Health Care ETF (PINK) as of Q3 2023, up from 25 in Q2 2023.
  • Funds reported $21.1M of Simplify Health Care ETF stock for Q3 2023, up 2% quarter-over-quarter.
  • 10 funds opened new Simplify Health Care ETF positions in Q3 2023 and 8 closed out, a net change of +2 holders.
  • The largest Simplify Health Care ETF buyer in Q3 2023 was TAP Consulting, an estimated $2.96M added.
  • The largest Simplify Health Care ETF seller in Q3 2023 was LPL Financial, an estimated $2.26M sold.

Based on aggregated 13F filings for Q3 2023.