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Tenet Healthcare

260 hedge funds and large institutions have $2.99B invested in Tenet Healthcare in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 89 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $140M | Put options by funds: $37.9M

65% more capital invested

Capital invested by funds: $1.81B → $2.99B (+$1.18B)

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

4% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 45

9% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 89

1% less funds holding

Funds holding: 263260 (-3)

1.89% less ownership

Funds ownership: 102.55%100.66% (-1.9%)

Holders
260
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
5.63%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.17%
New
43
Increased
81
Reduced
89
Closed
45
Calls
$140M
Puts
$37.9M
Net Calls
+$102M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Glenview Capital Management
New York
$516M +$139K +5,614 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$360M +$9.21M +372,995 +3%
BlackRock
3
BlackRock
New York
$291M -$36.9M -1,493,405 -13%
Harris Associates
4
Harris Associates
Illinois
$173M -$5.02M -203,475 -3%
DKCM
5
Davidson Kempner Capital Management
New York
$138M +$12.6M +512,027 +12%
JP Morgan Chase
6
JP Morgan Chase
New York
$85.8M +$4.67M +189,160 +7%
State Street
7
State Street
Massachusetts
$83.5M -$2.36M -95,567 -3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$73.1M +$1.23M +49,668 +2%
NCM
9
Nantahala Capital Management
Connecticut
$61.2M -$8.69M -352,000 -14%
CCP
10
Cyrus Capital Partners
New York
$60.1M +$51.5M +2,084,548 New
Fidelity Investments
11
Fidelity Investments
Massachusetts
$51.5M +$5.32M +215,600 +14%
CCM
12
Camber Capital Management
Massachusetts
$50.5M -$37M -1,500,000 -46%
LBA
13
Letko, Brosseau & Associates
Quebec, Canada
$47.9M -$911K -36,900 -2%
Goldman Sachs
14
Goldman Sachs
New York
$46.4M +$2.57M +104,162 +7%
Hudson Bay Capital Management
15
Hudson Bay Capital Management
Connecticut
$40.8M +$35M +1,415,719 New
Northern Trust
16
Northern Trust
Illinois
$40.2M +$505K +20,438 +1%
Norges Bank
17
Norges Bank
Norway
$38.5M -$892K -36,136 -3%
RCM
18
Redwood Capital Management
New York
$34.2M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$32.7M +$4.26M +172,660 +18%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$31M +$11.2M +452,346 +73%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$30.6M +$1.55M +62,866 +6%
Prudential Financial
22
Prudential Financial
New Jersey
$26M -$1.04M -42,100 -4%
AQR Capital Management
23
AQR Capital Management
Connecticut
$23.7M -$9.09M -368,224 -31%
Charles Schwab
24
Charles Schwab
California
$21.8M -$750K -30,380 -4%
PPA
25
Parametric Portfolio Associates
Washington
$21.2M -$2.62M -105,948 -13%

THC Hedge Fund Activity: Q1 2019 in Review

260 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Tenet Healthcare (THC) for Q1 2019, worth a combined $2.99B — up 65% from $1.81B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of THC and 43 opened new positions — a net loss of 2 holders — while 89 trimmed existing stakes and 81 added.

The largest buyer was Cyrus Capital Partners, opening a new position worth an estimated $51.5M. The largest seller was Camber Capital Management, cutting an estimated $37M.

  • 260 institutional investors held Tenet Healthcare (THC) as of Q1 2019, down from 263 in Q4 2018.
  • Funds reported $2.99B of Tenet Healthcare stock for Q1 2019, up 65% quarter-over-quarter.
  • 43 funds opened new Tenet Healthcare positions in Q1 2019 and 45 closed out, a net change of -2 holders.
  • The largest Tenet Healthcare buyer in Q1 2019 was Cyrus Capital Partners, an estimated $51.5M added.
  • The largest Tenet Healthcare seller in Q1 2019 was Camber Capital Management, an estimated $37M sold.

Based on aggregated 13F filings for Q1 2019.