Viemed Healthcare
VMD
88 hedge funds and large institutions have $218M invested in Viemed Healthcare in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 9 closing their positions.
2,700% more call options, than puts
Call options by funds: $280K | Put options by funds: $10K
112% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 17
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
44% more capital invested
Capital invested by funds: $151M → $218M (+$66.4M)
10% more funds holding
Funds holding: 80 → 88 (+8)
5.22% more ownership
Funds ownership: 53.37% → 58.6% (+5.2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPM
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
+$5.17M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$4.22M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$4.1M |
| 4 |
FCM
Forager Capital Management
Birmingham,
Alabama
|
+$2.12M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EGI
EAM Global Investors
Solana Beach,
California
|
-$2.49M |
| 2 |
CSC
Cove Street Capital
El Segundo,
California
|
-$2.18M |
| 3 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$1.54M |
| 4 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$1.29M |
| 5 |
FFH
Fairfax Financial Holdings
Toronto,
Ontario, Canada
|
-$1.1M |
VMD Hedge Fund Activity: Q1 2023 in Review
88 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Viemed Healthcare (VMD) for Q1 2023, worth a combined $218M — up 44% from $151M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new VMD positions and 9 closed out — a net gain of 8 holders — while 36 added to existing stakes and 17 trimmed.
The largest buyer was Triasima Portfolio Management, opening a new position worth an estimated $5.17M. The largest seller was EAM Global Investors, cutting an estimated $2.49M.
- 88 institutional investors held Viemed Healthcare (VMD) as of Q1 2023, up from 80 in Q4 2022.
- Funds reported $218M of Viemed Healthcare stock for Q1 2023, up 44% quarter-over-quarter.
- 17 funds opened new Viemed Healthcare positions in Q1 2023 and 9 closed out, a net change of +8 holders.
- The largest Viemed Healthcare buyer in Q1 2023 was Triasima Portfolio Management, an estimated $5.17M added.
- The largest Viemed Healthcare seller in Q1 2023 was EAM Global Investors, an estimated $2.49M sold.
Based on aggregated 13F filings for Q1 2023.