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.
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
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ST
151
Smithfield Trust
Pittsburgh,
Pennsylvania
| $3K | – | – | – |
|
|
TWA
152
TCI Wealth Advisors
Tucson,
Arizona
| $3K | – | – | – |
|
|
FAAM
153
First Allied Asset Management
San Diego,
California
| – | -$9.02M | -89,209 | Closed |
|
|
VCAM
154
Valentine Capital Asset Management
Danville,
California
| – | -$724K | -7,165 | Closed |
|
|
SI
155
Stephens Inc
Little Rock,
Arkansas
| – | -$530K | -5,241 | Closed |
|
156
Fisher Asset Management
Camas,
Washington
| – | -$306K | -3,028 | Closed |
|
|
MIH
157
Madison Investment Holdings
Madison,
Wisconsin
| – | -$298K | -2,945 | Closed |
|
|
VKH
158
Virtu KCG Holdings
New York
| – | -$274K | -2,712 | Closed |
|
|
ASN
159
Advisory Services Network
Atlanta,
Georgia
| – | -$192K | -1,899 | Closed |
|
160
Invesco
Atlanta,
Georgia
| – | -$56K | -556 | Closed |
|
|
V
161
Veritable
Wilmington,
Delaware
| – | -$16K | -160 | Closed |
|
|
SSB
162
Sandy Spring Bank
Olney,
Maryland
| – | -$10K | -94 | Closed |
|
|
RFA
163
Reilly Financial Advisors
La Mesa,
California
| – | -$3K | -29 | Closed |
|
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.