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Vanguard Health Care ETF
VHT

152 hedge funds and large institutions have $863M invested in Vanguard Health Care ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 36

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

47% more capital invested

Capital invested by funds: $587M → $863M (+$277M)

44% more funds holding in top 10

Funds holding in top 10: 9 → 13 (+4)

6% more funds holding

Funds holding: 143 → 152 (+9)

3.91% more ownership

Funds ownership: 26.08% → 29.99% (+3.9%)

25% less call options, than puts

Call options by funds: $823K | Put options by funds: $1.1M

Holders
152
Holders Change
+9
Holders Change %
+6.29%
% of All Funds
4.39%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.38%
New
20
Increased
67
Reduced
36
Closed
11
Calls
$823K
Puts
$1.1M
Net Calls
-$278K
Net Calls Change
+$450K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$104M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$49.5M
3
RCYC
Richard C. Young & Co
Rhode Island
+$13.8M
4
U
UBS
Switzerland
+$12.6M
5
PFG
Pacific Financial Group
Washington
+$9.67M

Top Sellers

1
FAAM
First Allied Asset Management
California
-$9.02M
2
CCT
Country Club Trust
Missouri
-$2.15M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.42M
4
MM
Main Management
California
-$1.16M
5
FAAS
First Allied Advisory Services
California
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
26
Winch Advisory Services
Wisconsin
$6.22M +$6.16M +58,213 New
BCI
27
Brinker Capital Investments
Pennsylvania
$6.17M -$172K -1,625 -3%
Mariner
28
Mariner
Kansas
$6.1M -$231K -2,184 -4%
CS
29
Credit Suisse
Switzerland
$5.75M +$2.12M +20,056 +59%
B
30
Bailard
California
$5.67M +$87.3K +825 +2%
DS
31
DRW Securities
Illinois
$5.66M -$183K -1,729 -3%
PGFC
32
Peapack-Gladstone Financial Corp
New Jersey
$5.23M +$214K +2,019 +4%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$5.16M +$433K +4,091 +9%
NFG
34
NewFocus Financial Group
Washington
$4.8M +$171K +1,618 +4%
FIG
35
FundX Investment Group
California
$4.63M +$4.59M +43,350 New
SMM
36
Stadion Money Management
Georgia
$4.57M -$231K -2,180 -5%
TRCT
37
Tower Research Capital (TRC)
New York
$3.69M +$3.65M +34,521 New
IAS
38
IMA Advisory Services
Colorado
$3.64M -$235K -2,220 -6%
RJA
39
Raymond James & Associates
Florida
$3.51M +$279K +2,633 +9%
NCM
40
Niemann Capital Management
Nevada
$3.48M +$101K +957 +3%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$3.44M +$1.03M +9,693 +43%
WBG
42
Wharton Business Group
Pennsylvania
$3.31M – – –
RJFSA
43
Raymond James Financial Services Advisors
Florida
$3.15M +$1.63M +15,362 +109%
LA
44
Leonetti & Associates
Illinois
$2.65M -$24.3K -230 -0.9%
DWM
45
Destination Wealth Management
California
$2.56M -$16.1K -152 -0.6%
EWM
46
Endurance Wealth Management
Rhode Island
$2.42M – – –
MIS
47
Morningstar Investment Services
Illinois
$2.23M +$359K +3,393 +19%
CIBC World Market
48
CIBC World Market
Ontario, Canada
$2.17M +$2.15M +20,315 New
Brown Advisory
49
Brown Advisory
Maryland
$2.04M +$508K +4,800 +34%
CWM
50
Concert Wealth Management
California
$2.02M +$148K +1,397 +8%
1
2
3 4 5

VHT Hedge Fund Activity: Q1 2014 in Review

152 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q1 2014, worth a combined $863M — up 47% from $587M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VHT positions and 11 closed out — a net gain of 9 holders — while 67 added to existing stakes and 36 trimmed.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $104M. The largest seller was First Allied Asset Management, exiting entirely with an estimated $9.02M sold.

  • 152 institutional investors held Vanguard Health Care ETF (VHT) as of Q1 2014, up from 143 in Q4 2013.
  • Funds reported $863M of Vanguard Health Care ETF stock for Q1 2014, up 47% quarter-over-quarter.
  • 20 funds opened new Vanguard Health Care ETF positions in Q1 2014 and 11 closed out, a net change of +9 holders.
  • The largest Vanguard Health Care ETF buyer in Q1 2014 was 1832 Asset Management, an estimated $104M added.
  • The largest Vanguard Health Care ETF seller in Q1 2014 was First Allied Asset Management, an estimated $9.02M sold.

Based on aggregated 13F filings for Q1 2014.