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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
CAN
76
Cetera Advisor Networks
California
$772K +$71.9K +680 +10%
CFA
77
CT Financial Advisors
Pennsylvania
$639K +$499K +4,718 New
Bank of New York Mellon
78
Bank of New York Mellon
New York
$631K +$120K +1,134 +24%
WCM
79
Weatherstone Capital Management
Colorado
$619K +$613K +5,790 New
BFA
80
Bragg Financial Advisors
North Carolina
$586K -$10.6K -100 -2%
Vanguard Group
81
Vanguard Group
Pennsylvania
$573K +$567K +5,358 New
EWM
82
Elite Wealth Management
Washington
$558K +$505K +4,774 +1,066%
BPC
83
Banque Pictet & Cie
Switzerland
$535K +$106K +1,000 +25%
HCMT
84
Highland Capital Management (Tennessee)
Tennessee
$533K +$49.7K +470 +10%
CA
85
Cetera Advisors
Colorado
$515K -$66.2K -626 -12%
UCFA
86
United Capital Financial Advisors
Texas
$514K -$130K -1,228 -20%
PCM
87
Parsons Capital Management
Rhode Island
$508K +$15.9K +150 +3%
AI
88
Atria Investments
North Carolina
$505K +$190K +1,792 +61%
BC
89
Burney Company
Virginia
$470K +$22K +208 +5%
PAG
90
Private Advisor Group
New Jersey
$439K +$119K +1,128 +38%
GI
91
Glovista Investments
New Jersey
$422K +$37K +350 +10%
KFS
92
KMS Financial Services
Washington
$388K +$384K +3,631 New
CB
93
Chemical Bank
Michigan
$385K -$135K -1,275 -26%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$376K +$74.5K +704 +25%
IH
95
IFC Holdings
Florida
$346K -$3.92K -37 -1%
MCM
96
Murphy Capital Management
New Jersey
$307K -$14.8K -140 -5%
MA
97
MUFG Americas
New York
$298K – – –
Deutsche Bank
98
Deutsche Bank
Germany
$297K +$135K +1,275 +84%
ECAM
99
East Coast Asset Management
Massachusetts
$294K -$16.9K -160 -5%
LIM
100
Leavell Investment Management
Alabama
$265K – – –
2 3
4
5 6

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.