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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
BF
76
BOK Financial
Oklahoma
$1.31M -$111K -901 -8%
FAAS
77
First Allied Advisory Services
California
$1.21M +$254K +2,072 +27%
PFA
78
Paradigm Financial Advisors
Missouri
$1.21M +$805K +6,553 +214%
CA
79
Cetera Advisors
Colorado
$1.08M +$246K +2,000 +31%
DY
80
Dowling & Yahnke
California
$1.06M -$30.7K -250 -3%
IH
81
IFC Holdings
Florida
$1.05M +$604K +4,916 +147%
FI
82
FormulaFolio Investments
Michigan
$1.04M +$1.02M +8,280 New
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$1.03M +$419K +3,410 +71%
CC
84
Columbia Capital
California
$1.01M +$989K +8,050 New
DHFB
85
Dixon Hubard Feinour & Brown
Virginia
$1M -$70.6K -575 -7%
CAN
86
Cetera Advisor Networks
California
$927K -$321K -2,612 -26%
TFA
87
Transamerica Financial Advisors
Florida
$902K -$25.1K -204 -3%
SG Americas Securities
88
SG Americas Securities
New York
$823K +$805K +6,552 New
EFS
89
Essex Financial Services
Connecticut
$802K +$315K +2,565 +67%
US Bancorp
90
US Bancorp
Minnesota
$773K +$113K +922 +18%
WB
91
Webster Bank
Connecticut
$760K +$119K +967 +19%
OFS
92
Orrstown Financial Services
Pennsylvania
$744K -$209K -1,700 -22%
Deutsche Bank
93
Deutsche Bank
Germany
$732K +$330K +2,687 +85%
NG
94
Northstar Group
New York
$729K +$713K +5,804 New
CIG
95
Consolidated Investment Group
Colorado
$722K
MAA
96
Managed Account Advisors
New Jersey
$714K +$197K +1,605 +39%
Goldman Sachs
97
Goldman Sachs
New York
$691K +$135K +1,101 +25%
BKBG
98
BHF Kleinwort Benson Group
Belgium
$689K -$201K -1,636 -23%
SPC
99
Sigma Planning Corp
Michigan
$687K +$671K +5,467 New
SI
100
SII Investments
Wisconsin
$675K +$69.3K +564 +12%

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.