Geisinger Health 13F annual report
Geisinger Health is an investment fund managing more than $344 billion ran by Thomas Health. There are currently 3 companies in Mr. Health’s portfolio. The largest investments include Ishares Tr and Invesco Exchange Traded Fd T, together worth $329 billion.
$344 billion Assets Under Management (AUM)
As of 7th August 2024, Geisinger Health’s top holding is 2,674,531 shares of Ishares Tr currently worth over $236 billion and making up 68.5% of the portfolio value.
In addition, the fund holds 568,255 shares of Invesco Exchange Traded Fd T worth $93.4 billion.
The third-largest holding is Ishares Inc worth $15.1 billion.
Currently, Geisinger Health's portfolio is worth at least $344 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Geisinger Health
The Geisinger Health office and employees reside in Danville, Pennsylvania. According to the last 13-F report filed with the SEC, Thomas Health serves as the Vice President, Pensions and Investments at Geisinger Health.
Recent trades
In the most recent 13F filing, Geisinger Health revealed that it had opened a new position in
Invesco Exchange Traded Fd T and bought 568,255 shares worth $93.4 billion.
The investment fund also strengthened its position in Ishares Inc by buying
2,658 additional shares.
This makes their stake in Ishares Inc total 281,658 shares worth $15.1 billion.
On the other hand, there are companies that Geisinger Health is getting rid of from its portfolio.
Geisinger Health closed its position in Invesco Exchange Traded Fd T on 14th August 2024.
It sold the previously owned 609,975 shares for $103 billion.
Thomas Health also disclosed a decreased stake in Ishares Tr by approximately 0.1%.
This leaves the value of the investment at $236 billion and 2,674,531 shares.
One of the smaller hedge funds
The two most similar investment funds to Geisinger Health are Ram Investment Partners and Regents Of The University Of California. They manage $344 billion and $344 billion respectively.
The complete list of Geisinger Health trades based on 13F SEC filings
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
Security | Shares Owned | Value | Allocation |
---|---|---|---|
Ishares Tr |
2.94%
2,674,531
|
$235,650,574,000 | 68.49% |
Invesco Exchange Traded Fd T |
Closed
609,975
|
$103,311,466,000 | |
Invesco Exchange Traded Fd T |
Opened
568,255
|
$93,352,931,000 | 27.13% |
Ishares Inc |
0.95%
281,658
|
$15,077,153,000 | 4.38% |
No transactions found | |||
Showing first 500 out of 4 holdings |
Hedge funds similar to Geisinger Health
- Integris Wealth Management
- Parus Finance (uk) Ltd
- Hedeker Wealth
- Southland Equity Partners
- Halpern
- Muhlenkamp & Co Inc
- Conrad Siegel Investment Advisors
- Ram Investment Partners
- Regents Of The University Of California
- Harrell Investment Partners
- Platte River Wealth Advisors
- Centric Wealth Management
- Sage Capital Advisors,llc
- Vivaldi Capital Management L.P.