undamentalytics Newsletter

Healthcare Services Group Inc: which funds bought and sold

Institutions that bought and sold Healthcare Services Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 137 institutions that filed 13F reports for both quarters added to or opened positions in Healthcare Services Group, and 133 cut or closed them. Together they added a net 351K shares, +0.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 409K shares (+2.1%); index fund managers were net buyers of 571K shares (+2.1%). 45 opened a new position and 30 sold out entirely.

Bought, Q2 2026 137 institutions, 45 of them new holders Sold, Q2 2026 133 institutions, 30 of them sold out
Net change, all compared +351K shares (+0.5%)
Net change, active managers +409K shares (+2.1%), 23 bought, 22 sold

Buyers versus sellers

institutions compared, 301
Active managers and hedge funds 23 bought · 22 sold · +409K
Index fund managers 5 bought · 5 sold · +571K
Other institutions 109 bought · 106 sold · −629K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Pembroke Management, Ltd +747K +249.9% 1.0M $25.7M
First Eagle Investment Management, LLC Active manager +622K +131.0% 1.1M $26.9M
First Trust Advisors LP +543K New position 543K $13.3M
Geode Capital Management, LLC Index funds +517K +25.3% 2.6M $62.9M
Panagora Asset Management Inc Active manager +351K +181.6% 544K $13.4M
Los Angeles Capital Management LLC Active manager +335K +858.5% 374K $9.2M
FMR LLC Active manager +330K +16.8% 2.3M $56.4M
Meros Investment Management, LP +290K New position 290K $7.1M
Vanguard Portfolio Management LLC Index funds +234K +4.8% 5.1M $125M
Citadel Advisors LLC Hedge fund +170K New position 170K $4.2M
Invesco Ltd. +168K +20.4% 995K $24.4M
American Century Companies Inc Active manager +153K +6.1% 2.7M $65.4M
Edgestream Partners, L.P. Hedge fund +135K New position 135K $3.3M
Citigroup Inc +104K +260.3% 144K $3.5M
Picton Mahoney Asset Management +101K New position 101K $2.5M
State Street Corp Index funds +97K +3.4% 2.9M $71.6M
Royce & Associates LP Active manager +96K +4.5% 2.2M $55M
Allspring Global Investments Holdings, LLC +94K +65.7% 238K $5.8M
Ameriprise Financial Inc +89K +4.1% 2.3M $55.4M
Dimensional Fund Advisors LP +84K +3.5% 2.5M $61M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Mackenzie Financial Corp −1.8M −67.9% 857K $21M
Palisade Capital Management, LP Active manager −796K −52.3% 727K $17.8M
Sei Investments Co −234K −62.4% 141K $3.5M
Marshall Wace, LLP Hedge fund −233K −78.5% 64K $1.6M
Goldman Sachs Group Inc −226K −19.0% 963K $23.6M
Towle & Co −216K Sold out 0 —
Empowered Funds, LLC −216K Sold out 0 —
Marathon Asset Management Ltd Active manager −212K −21.8% 760K $18.7M
Charles Schwab Investment Management Inc Index funds −158K −12.0% 1.2M $28.6M
Brandes Investment Partners, LP Active manager −152K −33.2% 306K $7.5M
Millennium Management LLC Hedge fund −138K −80.1% 34K $844,692
Raymond James Financial Inc −128K −24.0% 407K $10M
Squarepoint Ops LLC Hedge fund −122K Sold out 0 —
AQR Capital Management LLC Hedge fund −112K −10.3% 975K $23.7M
HRT Financial LP −96K Sold out 0 —
Tidal Investments LLC −92K −42.1% 127K $3.1M
D. E. Shaw & Co., Inc. Hedge fund −84K −24.1% 266K $6.5M
Jane Street Group, LLC −84K Sold out 0 —
Blackrock, Inc. Index funds −83K −0.7% 11.4M $279M
Vanguard Capital Management LLC Index funds −79K −2.5% 3.0M $74.7M

New positions

largest by value
InstitutionSharesValue June 30, 2026
First Trust Advisors LP 543K $13.3M
Meros Investment Management, LP 290K $7.1M
Citadel Advisors LLCHedge fund 170K $4.2M
Edgestream Partners, L.P.Hedge fund 135K $3.3M
Picton Mahoney Asset Management 101K $2.5M
Zacks Investment Management 84K $2.1M
Militia Capital Management LLC 73K $1.8M
Cresset Asset Management, LLC 66K $1.6M
Jackson Creek Investment Advisors LLC 44K $1M
LSV Asset ManagementActive manager 40K $980,000

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Towle & Co 216K $4M
Empowered Funds, LLC 216K $4M
Squarepoint Ops LLCHedge fund 122K $2.3M
HRT Financial LP 96K $1.8M
Jane Street Group, LLC 84K $1.6M
Engineers Gate Manager LPHedge fund 77K $1.4M
Y-Intercept (Hong Kong) Ltd 74K $1.4M
Renaissance Technologies LLCHedge fund 64K $1.2M
Bailard, Inc. 38K $695,625
Mutual Advisors, LLC 37K $681,954

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
274
Ten largest holders
50.8%
of 13F-reported shares
Index fund managers
37.9%
of 13F-reported shares
Active managers and hedge funds
26.9%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 23 22 3 6 +409K +2.1%
Index fund managers 5 5 0 0 +571K +2.1%
Other institutions 109 106 42 24 −629K −2.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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