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Simplify Health Care ETF

23 hedge funds and large institutions have $21.7M invested in Simplify Health Care ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.77% more ownership

Funds ownership: 36.92%38.69% (+1.8%)

3% more capital invested

Capital invested by funds: $21.1M → $21.7M (+$554K)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

15% less funds holding

Funds holding: 2723 (-4)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
23
Holders Change
-4
Holders Change %
-14.81%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
7
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LDB
1
Lee, Danner & Bass
Tennessee
$3.49M -$20.1K -800 -0.6%
TC
2
TAP Consulting
Missouri
$3.14M +$45.5K +1,808 +2%
GIA
3
Gladstone Institutional Advisory
Florida
$3.04M +$15.1K +601 +0.5%
LPL Financial
4
LPL Financial
California
$2.89M +$1.85M +73,608 +230%
Stifel Financial
5
Stifel Financial
Missouri
$2.63M +$233K +9,239 +11%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.74M -$709K -28,160 -31%
CIBC World Market
7
CIBC World Market
Ontario, Canada
$664K +$101K +4,000 +20%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$645K
Vontobel Holding
9
Vontobel Holding
Switzerland
$622K -$532K -21,138 -48%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$526K +$485K +19,256 New
HighTower Advisors
11
HighTower Advisors
Illinois
$505K -$579 -23 -0.1%
IA
12
Insight Advisors
Pennsylvania
$443K -$86.4K -3,432 -17%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$403K +$35.4K +1,406 +11%
PFGIA
14
Patriot Financial Group Insurance Agency
Massachusetts
$285K -$13.1K -520 -5%
RIA
15
Realta Investment Advisors
Delaware
$267K +$246K +9,770 New
AI
16
AXS Investments
New York
$235K -$24K -955 -10%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$94.9K +$87K +3,456 New
PTC
18
Private Trust Company
Ohio
$49.5K +$45.5K +1,809 New
SC
19
Solstein Capital
California
$14.6K
Comerica Bank
20
Comerica Bank
Texas
$8.2K
GPFA
21
Game Plan Financial Advisors
Ohio
$5.47K +$5.03K +200 New
IA
22
IFP Advisors
Florida
$1.2K
Morgan Stanley
23
Morgan Stanley
New York
$80 +$50 +2 New
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
-$1.02M -40,692 Closed
WAM
25
WNY Asset Management
New York
-$416K -16,560 Closed

PINK Hedge Fund Activity: Q4 2023 in Review

23 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Simplify Health Care ETF (PINK) for Q4 2023, worth a combined $21.7M — up 2.6% from $21.1M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PINK and 6 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 6 added.

The largest buyer was LPL Financial, adding an estimated $1.85M. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $1.02M sold.

  • 23 institutional investors held Simplify Health Care ETF (PINK) as of Q4 2023, down from 27 in Q3 2023.
  • Funds reported $21.7M of Simplify Health Care ETF stock for Q4 2023, up 2.6% quarter-over-quarter.
  • 6 funds opened new Simplify Health Care ETF positions in Q4 2023 and 10 closed out, a net change of -4 holders.
  • The largest Simplify Health Care ETF buyer in Q4 2023 was LPL Financial, an estimated $1.85M added.
  • The largest Simplify Health Care ETF seller in Q4 2023 was CAPTRUST Financial Advisors, an estimated $1.02M sold.

Based on aggregated 13F filings for Q4 2023.