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Vanguard Health Care ETF

201 hedge funds and large institutions have $1.02B invested in Vanguard Health Care ETF in 2014 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 91 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 12

160% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 35

45% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $954K

25% more funds holding

Funds holding: 161201 (+40)

15% more capital invested

Capital invested by funds: $885M → $1.02B (+$135M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0.72% less ownership

Funds ownership: 27.03%26.31% (-0.72%)

Holders
201
Holders Change
+40
Holders Change %
+24.84%
% of All Funds
5.36%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
55
Increased
91
Reduced
35
Closed
12
Calls
$1.38M
Puts
$954K
Net Calls
+$427K
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
26
Janney Capital Management
Pennsylvania
$8.61M +$875K +7,123 +12%
RW
27
Rand Wealth
Maryland
$8.56M -$3.35M -27,246 -29%
WAS
28
Winch Advisory Services
Wisconsin
$8.2M +$1.79M +14,571 +29%
PGFC
29
Peapack-Gladstone Financial Corp
New Jersey
$7.87M +$667K +5,430 +9%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$7.78M +$1.92M +15,622 +34%
QA
31
Quantitative Advantage
Minnesota
$7.25M -$87.1K -709 -1%
PFG
32
Pacific Financial Group
Washington
$7.12M +$6.86M +55,842 +6,903%
Mariner
33
Mariner
Kansas
$6.91M -$117K -950 -2%
RJA
34
Raymond James & Associates
Florida
$6.76M +$2.87M +23,386 +77%
FMLI
35
Fukoku Mutual Life Insurance
Japan
$6.74M -$4.05M -33,000 -38%
B
36
Bailard
California
$6.72M -$43K -350 -0.6%
NFG
37
NewFocus Financial Group
Washington
$6.27M +$29.7K +242 +0.5%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$5.14M +$506K +4,121 +11%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$5.14M +$1.36M +11,053 +37%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$5.08M +$2.38M +19,350 +92%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$4.42M +$977K +7,952 +29%
HCMT
42
Highland Capital Management (Tennessee)
Tennessee
$4.42M +$3.63M +29,545 +527%
WBG
43
Wharton Business Group
Pennsylvania
$4.41M +$19K +155 +0.4%
JP Morgan Chase
44
JP Morgan Chase
New York
$3.97M +$1.66M +13,547 +75%
IAS
45
IMA Advisory Services
Colorado
$3.74M -$463K -3,770 -11%
WCM
46
Weatherstone Capital Management
Colorado
$3.69M +$1.17M +9,551 +48%
MIS
47
Morningstar Investment Services
Illinois
$3.63M +$305K +2,487 +9%
DBT
48
Dubuque Bank & Trust
Iowa
$3.56M +$3.14M +25,553 +928%
EWM
49
Endurance Wealth Management
Rhode Island
$3.37M
LA
50
Leonetti & Associates
Illinois
$3.01M -$21K -171 -0.7%

VHT Hedge Fund Activity: Q4 2014 in Review

201 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q4 2014, worth a combined $1.02B — up 15% from $885M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VHT positions and 12 closed out — a net gain of 43 holders — while 91 added to existing stakes and 35 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $42.3M. The largest seller was 1832 Asset Management, cutting an estimated $112M.

  • 201 institutional investors held Vanguard Health Care ETF (VHT) as of Q4 2014, up from 161 in Q3 2014.
  • Funds reported $1.02B of Vanguard Health Care ETF stock for Q4 2014, up 15% quarter-over-quarter.
  • 55 funds opened new Vanguard Health Care ETF positions in Q4 2014 and 12 closed out, a net change of +43 holders.
  • The largest Vanguard Health Care ETF buyer in Q4 2014 was Manulife (Manufacturers Life Insurance), an estimated $42.3M added.
  • The largest Vanguard Health Care ETF seller in Q4 2014 was 1832 Asset Management, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2014.