Vanguard Health Care ETF
230 hedge funds and large institutions have $1.34B invested in Vanguard Health Care ETF in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 97 increasing their positions, 63 reducing their positions, and 24 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 63
4% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 24
1% less funds holding
Funds holding: 232 → 230 (-2)
3.66% less ownership
Funds ownership: 28.53% → 24.87% (-3.7%)
21% less capital invested
Capital invested by funds: $1.69B → $1.34B (-$354M)
25% less call options, than puts
Call options by funds: $2.49M | Put options by funds: $3.33M
29% less funds holding in top 10
Funds holding in top 10: 14 → 10 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$46.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$30.8M |
| 3 |
DOA
D'Orazio & Associates
Falls Church,
Virginia
|
+$8.37M |
| 4 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
+$7.73M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$160M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$109M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$20.4M |
| 4 |
WAS
Winch Advisory Services
Appleton,
Wisconsin
|
-$7.12M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$6.32M |
VHT Hedge Fund Activity: Q3 2015 in Review
230 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q3 2015, worth a combined $1.34B — down 21% from $1.69B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new VHT positions and 24 closed out — a net gain of 1 holder — while 97 added to existing stakes and 63 trimmed.
The largest buyer was Bank of America, adding an estimated $46.3M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $160M sold.
- 230 institutional investors held Vanguard Health Care ETF (VHT) as of Q3 2015, down from 232 in Q2 2015.
- Funds reported $1.34B of Vanguard Health Care ETF stock for Q3 2015, down 21% quarter-over-quarter.
- 25 funds opened new Vanguard Health Care ETF positions in Q3 2015 and 24 closed out, a net change of +1 holder.
- The largest Vanguard Health Care ETF buyer in Q3 2015 was Bank of America, an estimated $46.3M added.
- The largest Vanguard Health Care ETF seller in Q3 2015 was 1832 Asset Management, an estimated $160M sold.
Based on aggregated 13F filings for Q3 2015.