Definitive Healthcare Ownership | Who Owns Definitive Healthcare?
Definitive Healthcare Ownership Summary
Definitive Healthcare is owned by 95.59% institutional investors, 3.91% insiders, and 0.50% retail investors. Advent corp/ma is the largest institutional shareholder, holding 53.22% of DH shares. MFS New Discovery I is the top mutual fund, with 3.16% of its assets in Definitive Healthcare shares.
DH Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Definitive Healthcare | 95.59% | 3.91% | 0.50% |
Sector | Healthcare Stocks | 47.06% | 8.01% | 44.93% |
Industry | Healthcare Information Services Stocks | 50.45% | 8.11% | 41.44% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Advent corp/ma | 62.49M | 53.22% | $341.22M |
Vanguard group | 4.66M | 3.97% | $25.46M |
Massachusetts financial services co /ma/ | 4.43M | 3.77% | $24.17M |
Blackrock | 4.42M | 3.76% | $24.13M |
Bank of america corp /de/ | 4.12M | 3.51% | $22.51M |
Irenic capital management lp | 2.95M | 2.51% | $16.09M |
Palisade capital management, lp | 2.46M | 2.10% | $13.45M |
Dimensional fund advisors lp | 1.99M | 1.69% | $10.84M |
Millennium management | 1.70M | 1.45% | $9.28M |
Geode capital management | 1.26M | 1.08% | $6.90M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Advent corp/ma | 62.49M | 8.15% | $341.22M |
Irenic capital management lp | 2.95M | 1.97% | $16.09M |
B. riley asset management | 637.31K | 1.74% | $3.48M |
Advantage alpha capital partners lp | 422.45K | 0.50% | $2.31M |
Clark estates inc/ny | 401.05K | 0.41% | $2.19M |
Palisade capital management, lp | 2.46M | 0.37% | $13.45M |
Baker tilly wealth management | 59.62K | 0.13% | $325.54K |
Dc investments management | 23.39K | 0.11% | $127.72K |
Arrowmark colorado | 1.04M | 0.07% | $5.70M |
Boothbay fund management | 345.07K | 0.04% | $1.88M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Bank of america corp /de/ | 4.12M | 0.00% | 3.54M |
Irenic capital management lp | 2.95M | 1.97% | 2.95M |
Millennium management | 1.70M | 0.00% | 1.70M |
Palisade capital management, lp | 2.46M | 0.37% | 1.14M |
Massachusetts financial services co /ma/ | 4.43M | 0.01% | 976.28K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Conestoga capital advisors | - | - | -5.60M |
Brown advisory | - | - | -3.96M |
Bamco inc /ny/ | - | - | -3.49M |
Fred alger management | - | - | -1.78M |
Riverbridge partners | - | - | -1.76M |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Irenic capital management lp | 2.95M | 1.97% | 2.95M | $16.09M |
Millennium management | 1.70M | 0.00% | 1.70M | $9.28M |
B. riley asset management | 637.31K | 1.74% | 637.31K | $3.48M |
Clark estates inc/ny | 401.05K | 0.41% | 401.05K | $2.19M |
Marshall wace, llp | 281.14K | 0.00% | 281.14K | $1.54M |
Sold Out
Holder | Change |
---|---|
Nelson, van denburg & campbell wealth management group | -10.00 |
Quadrant capital group | -30.00 |
Russell investments group | -33.00 |
Cibc private wealth group | -49.00 |
Valley national advisers | -195.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2024 | 145 | -2.68% | 112,254,087 | -0.08% | 95 | 1.03% | 91 | 1.11% | 38 | -2.56% |
Mar 31, 2024 | 149 | 7.19% | 112,339,172 | -2.16% | 96 | 0.96% | 90 | 23.29% | 39 | -15.22% |
Dec 31, 2023 | 139 | 4.51% | 114,820,421 | -2.61% | 100 | 0.90% | 73 | -2.67% | 46 | 31.43% |
Sep 30, 2023 | 133 | -2.21% | 117,899,574 | 0.50% | 105 | 0.90% | 75 | -21.05% | 35 | 52.17% |
Jun 30, 2023 | 136 | -6.21% | 117,317,068 | 3.55% | 108 | 0.99% | 95 | -4.04% | 23 | -28.13% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
MFS New Discovery I | 3.70M | 3.16% | - |
Baron Discovery Strategy | 2.68M | 2.29% | - |
Baron Discovery Institutional | 2.68M | 2.29% | - |
Vanguard Total Stock Mkt Idx Inv | 1.51M | 1.31% | - |
Palisade Small Cap Core Equity | 1.43M | 1.22% | -143.01K |
iShares Russell 2000 ETF | 1.40M | 1.21% | -3.15K |
Vanguard Small Cap Index | 1.17M | 1.02% | 2.30K |
MFS VIT New Discovery Init | 1.15M | 0.98% | - |
Eagle Small Cap Strategy - Retail | 910.59K | 0.78% | 168.46K |
Eagle Small Cap Strategy (Vermont Team) | 910.59K | 0.78% | 168.46K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Aug 24, 2023 | SEA VII Management, LLC | - | Sell | $39.46K |
Aug 24, 2023 | SEA VII Management, LLC | - | Sell | $23.04K |
May 12, 2023 | SEA VII Management, LLC | Sell | $20.96K | |
May 12, 2023 | SEA VII Management, LLC | Sell | $35.88K | |
Feb 27, 2023 | SEA VII Management, LLC | Sell | $33.36M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | - |
2024 Q3 | - | - |
2024 Q2 | - | - |
2024 Q1 | - | - |
2023 Q4 | - | - |
DH Ownership FAQ
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