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Vanguard Health Care ETF

476 hedge funds and large institutions have $2.52B invested in Vanguard Health Care ETF in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 112 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 53

60% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 112

39% more funds holding in top 10

Funds holding in top 10: 1825 (+7)

7% more funds holding

Funds holding: 443476 (+33)

1.65% less ownership

Funds ownership: 32.39%30.75% (-1.6%)

11% less capital invested

Capital invested by funds: $2.84B → $2.52B (-$321M)

68% less call options, than puts

Call options by funds: $1.64M | Put options by funds: $5.06M

Holders
476
Holders Change
+33
Holders Change %
+7.45%
% of All Funds
10.61%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.56%
New
93
Increased
179
Reduced
112
Closed
53
Calls
$1.64M
Puts
$5.06M
Net Calls
-$3.42M
Net Calls Change
-$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
351
First Manhattan
New York
$176K
MSA
352
Marino Stram & Associates
Massachusetts
$172K -$63.2K -373 -26%
FANJ
353
Financial Architects (New Jersey)
New Jersey
$169K
RWA
354
River Wealth Advisors
Pennsylvania
$169K
HIIFS
355
Harel Insurance Investments & Financial Services
Israel
$161K
PCFFS
356
Pacific Center for Financial Services
California
$153K +$6.61K +39 +4%
MWM
357
Mascoma Wealth Management
New Hampshire
$149K +$23.7K +140 +18%
SG Americas Securities
358
SG Americas Securities
New York
$146K -$1.53M -9,020 -91%
CCM
359
Covington Capital Management
California
$145K
FPS
360
Fieldpoint Private Securities
Connecticut
$145K
AIA
361
Armor Investment Advisors
North Carolina
$142K
OIA
362
Optimum Investment Advisors
Illinois
$130K +$104K +612 +306%
RFM
363
Royal Fund Management
Florida
$127K +$119K +700 +729%
GRP
364
Global Retirement Partners
California
$125K -$125K -740 -49%
AAP
365
Arax Advisory Partners
Colorado
$123K +$169 +1 +0.1%
CHC
366
City Holding Co
West Virginia
$122K
LWM
367
Lenox Wealth Management
Ohio
$119K
NCM
368
New Capital Management
Texas
$116K +$508 +3 +0.4%
CB
369
Community Bank
New York
$116K +$109K +642 +793%
BCA
370
Bray Capital Advisors
Florida
$113K +$102K +601 +567%
SBL
371
Sargent Bickham Lagudis
Colorado
$112K +$20.2K +119 +21%
AP
372
Advisors Preferred
Maryland
$107K +$24.6K +145 +28%
MA
373
MUFG Americas
New York
$102K +$44.9K +265 +71%
WAS
374
Winch Advisory Services
Wisconsin
$99K -$2.2K -13 -2%
HT
375
Heritage Trust
Oklahoma
$97K -$14.7K -87 -13%

VHT Hedge Fund Activity: Q4 2018 in Review

476 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q4 2018, worth a combined $2.52B — down 11% from $2.84B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new VHT positions and 53 closed out — a net gain of 40 holders — while 179 added to existing stakes and 112 trimmed.

The largest buyer was UBS Group, adding an estimated $76.1M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $198M.

  • 476 institutional investors held Vanguard Health Care ETF (VHT) as of Q4 2018, up from 443 in Q3 2018.
  • Funds reported $2.52B of Vanguard Health Care ETF stock for Q4 2018, down 11% quarter-over-quarter.
  • 93 funds opened new Vanguard Health Care ETF positions in Q4 2018 and 53 closed out, a net change of +40 holders.
  • The largest Vanguard Health Care ETF buyer in Q4 2018 was UBS Group, an estimated $76.1M added.
  • The largest Vanguard Health Care ETF seller in Q4 2018 was Beacon Capital Management Inc (Ohio), an estimated $198M sold.

Based on aggregated 13F filings for Q4 2018.