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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.

New
Increased
Maintained
Reduced
Closed

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: 1825 (+7)

7% more funds holding

Funds holding: 443476 (+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

Holders
476
Holders Change
+33
Holders Change %
+7.45%
% of All Funds
10.61%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.56%
New
93
Increased
179
Reduced
112
Closed
53
Calls
$1.64M
Puts
$5.06M
Net Calls
-$3.42M
Net Calls Change
-$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$257M +$76.1M +448,942 +39%
Bank of America
2
Bank of America
North Carolina
$204M -$31.5M -185,843 -13%
Morgan Stanley
3
Morgan Stanley
New York
$191M +$3.5M +20,659 +2%
Deutsche Bank
4
Deutsche Bank
Germany
$181M +$47.1K +278 +0%
Wells Fargo
5
Wells Fargo
California
$105M +$3.95M +23,289 +4%
EHC
6
Everett Harris & Co
California
$86.9M +$5.47M +32,305 +6%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$76.3M -$1.13M -6,685 -1%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$58.3M +$17.2M +101,476 +39%
LPL Financial
9
LPL Financial
California
$56.5M +$7.19M +42,442 +14%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$55.7M +$6.21M +36,656 +12%
M&T Bank
11
M&T Bank
New York
$53.6M -$3.6M -21,234 -6%
Ameriprise
12
Ameriprise
Minnesota
$50.8M -$5.17M -30,515 -9%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$40.5M +$15.5M +91,535 +57%
PAG
14
Pinnacle Advisory Group
Maryland
$40.2M -$11.7M -69,149 -22%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$38.6M -$1.09M -6,404 -3%
SCM
16
SCS Capital Management
Massachusetts
$33.9M -$20.5K -121 -0.1%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$33.3M -$105K -617 -0.3%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$29M -$2.56M -15,114 -8%
DOA
19
D'Orazio & Associates
Virginia
$27.7M -$357K -2,108 -1%
RCYC
20
Richard C. Young & Co
Rhode Island
$26M -$1.14M -6,714 -4%
NEIRG
21
New England Investment & Retirement Group
Massachusetts
$24.6M +$13M +76,719 +100%
PGFC
22
Peapack-Gladstone Financial Corp
New Jersey
$23.4M +$3.5M +20,687 +17%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$23.2M +$1.76M +10,372 +8%
Stifel Financial
24
Stifel Financial
Missouri
$21.6M +$17.5M +103,138 +326%
MML Investors Services
25
MML Investors Services
Massachusetts
$21.3M +$8.04M +47,455 +56%

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.