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TRHC

Tabula Rasa HealthCare, Inc. Common Stock

Delisted

TRHC was delisted on the 2nd of November, 2023.

138 hedge funds and large institutions have $323M invested in Tabula Rasa HealthCare, Inc. Common Stock in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $4.54M

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

9% less funds holding

Funds holding: 152138 (-14)

34% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 41

44% less capital invested

Capital invested by funds: $576M → $323M (-$252M)

Holders
138
Holders Change
-14
Holders Change %
-9.21%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
54
Reduced
37
Closed
41
Calls
$10.7M
Puts
$4.54M
Net Calls
+$6.14M
Net Calls Change
+$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$55.4M +$3.59M +197,419 +6%
First Trust Advisors
2
First Trust Advisors
Illinois
$52M +$38.6M +2,119,168 +157%
Macquarie Group
3
Macquarie Group
Australia
$26.7M -$16M -878,307 -33%
Vanguard Group
4
Vanguard Group
Pennsylvania
$24M +$5.46M +300,011 +23%
FAM
5
Fred Alger Management
New York
$16.8M +$145K +7,943 +0.7%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$16.2M +$583K +31,998 +3%
State Street
7
State Street
Massachusetts
$13M +$3.2M +175,728 +26%
CS
8
Cannell & Spears
New York
$9.25M -$1.75M -95,977 -13%
Bank of America
9
Bank of America
North Carolina
$8.62M -$4.68M -256,809 -31%
LOAMS
10
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.92M +$608K +33,372 +9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$5.86M +$97.5K +5,354 +1%
Morgan Stanley
12
Morgan Stanley
New York
$5.65M +$2.12M +116,318 +45%
Legal & General Group
13
Legal & General Group
United Kingdom
$4.89M +$3.07M +168,592 +107%
Citigroup
14
Citigroup
New York
$4.71M +$430K +23,598 +8%
PAMS
15
Pictet Asset Management (Switzerland)
Switzerland
$4.6M -$73.5K -4,037 -1%
ETC
16
Exchange Traded Concepts
Oklahoma
$3.98M +$2.81M +154,159 +139%
Northern Trust
17
Northern Trust
Illinois
$3.85M +$1.53K +84 +0%
Voloridge Investment Management
18
Voloridge Investment Management
Florida
$3.67M +$4.46M +245,001 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.13M -$4.49M -246,711 -54%
Charles Schwab
20
Charles Schwab
California
$2.46M +$57.6K +3,161 +2%
Principal Financial Group
21
Principal Financial Group
Iowa
$2.41M -$25.2K -1,382 -0.9%
Walleye Capital
22
Walleye Capital
New York
$2.27M +$2.76M +151,588 New
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$2.25M +$426K +23,394 +18%
Invesco
24
Invesco
Georgia
$2.23M +$212K +11,621 +8%
PPA
25
Parametric Portfolio Associates
Washington
$2.11M +$2.01M +110,628 +370%

TRHC Hedge Fund Activity: Q4 2021 in Review

138 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Tabula Rasa HealthCare, Inc. Common Stock (TRHC) for Q4 2021, worth a combined $323M — down 44% from $576M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of TRHC and 27 opened new positions — a net loss of 14 holders — while 37 trimmed existing stakes and 54 added.

The largest buyer was First Trust Advisors, adding an estimated $38.6M. The largest seller was Geneva Capital Management, exiting entirely with an estimated $27.2M sold.

  • 138 institutional investors held Tabula Rasa HealthCare, Inc. Common Stock (TRHC) as of Q4 2021, down from 152 in Q3 2021.
  • Funds reported $323M of Tabula Rasa HealthCare, Inc. Common Stock stock for Q4 2021, down 44% quarter-over-quarter.
  • 27 funds opened new Tabula Rasa HealthCare, Inc. Common Stock positions in Q4 2021 and 41 closed out, a net change of -14 holders.
  • The largest Tabula Rasa HealthCare, Inc. Common Stock buyer in Q4 2021 was First Trust Advisors, an estimated $38.6M added.
  • The largest Tabula Rasa HealthCare, Inc. Common Stock seller in Q4 2021 was Geneva Capital Management, an estimated $27.2M sold.

Based on aggregated 13F filings for Q4 2021.