Vanguard Health Care ETF
476 hedge funds and large institutions have $2.52B invested in Vanguard Health Care ETF in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 112 reducing their positions, and 53 closing their positions.
75% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 53
60% more repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 112
39% more funds holding in top 10
Funds holding in top 10: 18 → 25 (+7)
7% more funds holding
Funds holding: 443 → 476 (+33)
1.65% less ownership
Funds ownership: 32.39% → 30.75% (-1.6%)
11% less capital invested
Capital invested by funds: $2.84B → $2.52B (-$321M)
68% less call options, than puts
Call options by funds: $1.64M | Put options by funds: $5.06M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$76.1M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$17.5M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$17.2M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$15.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$198M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$38.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$31.5M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$22.1M |
| 5 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$11.7M |
VHT Hedge Fund Activity: Q4 2018 in Review
476 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q4 2018, worth a combined $2.52B — down 11% from $2.84B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new VHT positions and 53 closed out — a net gain of 40 holders — while 179 added to existing stakes and 112 trimmed.
The largest buyer was UBS Group, adding an estimated $76.1M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $198M.
- 476 institutional investors held Vanguard Health Care ETF (VHT) as of Q4 2018, up from 443 in Q3 2018.
- Funds reported $2.52B of Vanguard Health Care ETF stock for Q4 2018, down 11% quarter-over-quarter.
- 93 funds opened new Vanguard Health Care ETF positions in Q4 2018 and 53 closed out, a net change of +40 holders.
- The largest Vanguard Health Care ETF buyer in Q4 2018 was UBS Group, an estimated $76.1M added.
- The largest Vanguard Health Care ETF seller in Q4 2018 was Beacon Capital Management Inc (Ohio), an estimated $198M sold.
Based on aggregated 13F filings for Q4 2018.