Vault-13

SELECT MED HLDGS CORP SEM

COM · Common Stock · CUSIP 81619Q105

228 institutional holders +10 vs Q1 2023
99,309,36099.3m shares reported held*
$3.2bnreported value*
37 new 60 added 91 reduced 28 sold out net sold ≈ $130.4m (-4.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $31.75. Options: 4 managers hold calls ($442.7k notional), 2 hold puts ($82.8k).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 216Q4 22: 212Q1 23: 218Q2 23: 228228Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022216
Q4 2022212
Q1 2023218
Q2 2023228

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 101 bought or addedQ4 22: 113 cut or sold outQ4 22Q1 23: 106 bought or addedQ1 23: 97 cut or sold outQ1 23Q2 23: 97 bought or addedQ2 23: 119 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022101113
Q1 202310697
Q2 202397119

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6mQ3 22 calls: $15.0kQ3 22 puts: $428.0kQ3 22P/C 28.53Q4 22 calls: $784.6kQ4 22 puts: $4.6mQ4 22P/C 5.86Q1 23 calls: $125.8kQ1 23 puts: $3.2mQ1 23P/C 25.78Q2 23 calls: $442.7kQ2 23 puts: $82.8kQ2 23P/C 0.19
Numbers
QuarterCallsPutsP/C
Q3 2022$15.0k$428.0k28.53
Q4 2022$784.6k$4.6m5.86
Q1 2023$125.8k$3.2m25.78
Q2 2023$442.7k$82.8k0.19

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +633,805+633.8k
GOLDMAN SACHS GROUP INC Added +314,890+314.9k
MARSHALL WACE, LLP New +176,105+176.1k
ESSEX INVESTMENT MANAGEMENT CO LLC New +164,631+164.6k
Cubist Systematic Strategies, LLC New +154,506+154.5k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +154,491+154.5k
Baird Financial Group, Inc. New +151,247+151.2k
Woodline Partners LP New +129,474+129.5k
MORGAN STANLEY Added +110,806+110.8k
VICTORY CAPITAL MANAGEMENT INC Added +109,585+109.6k

Biggest sellers

PRICE T ROWE ASSOCIATES INC /MD/ Reduced -2,214,678-2.2m
LSV ASSET MANAGEMENT Reduced -782,598-782.6k
Camber Capital Management LP Reduced -750,000-750.0k
Hood River Capital Management LLC Reduced -571,631-571.6k
T. Rowe Price Investment Management, Inc. Reduced -516,625-516.6k
CITADEL ADVISORS LLC Reduced -233,772-233.8k
BlackRock Inc. Reduced -222,147-222.1k
Western Standard LLC Sold out -213,703-213.7k
FMR LLC Reduced -185,103-185.1k
STATE STREET CORP Reduced -131,057-131.1k

Biggest calls

CITADEL ADVISORS LLC Added $347.3k10.9k shares
GROUP ONE TRADING LLC Added $76.5k2.4k shares
SIMPLEX TRADING, LLC Reduced $19.0k600 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $82.8k2.6k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution -2.5 pts · filed 2026-07-30 9.9% -2.5 pts 12.3m≈ $203.4m 2026-07-30

Fell to 5% or below in the last year: GLAZER CAPITAL, LLC (8.7%, 2026-08-13), VANGUARD PORTFOLIO MANAGEMENT LLC (0.0%, 2026-07-31), ORTENZIO ROBERT A (0.0%, 2026-07-01), PRICE T ROWE ASSOCIATES INC /MD/ (0.1%, 2026-04-08), VANGUARD GROUP INC (0.0%, 2026-03-27)

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PRICE T ROWE ASSOCIATES INC /MD/ 0.08% of their portfolio BALTIMORE, MD 18,464,67918.5m $588.3m $588.3m 0.08% Reduced -2.2m -2,214,678
2 BlackRock Inc. 0.01% of their portfolio New York, NY 16,539,49016.5m $526.9m $526.9m 0.01% Reduced -222.1k -222,147
3 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 11,940,92911.9m $380.4m $380.4m 0.01% Reduced -121.5k -121,487
4 T. Rowe Price Investment Management, Inc. 0.13% of their portfolio BALTIMORE, MD 6,164,1096.2m $196.4m $196.4m 0.13% Reduced -516.6k -516,625
5 DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio AUSTIN, TX 4,452,3934.5m $141.9m $141.9m 0.05% Reduced -79.3k -79,294
6 Camber Capital Management LP 4.20% of their portfolio BOSTON, MA 4,050,0004.0m $129.0m $129.0m 4.20% Reduced -750.0k -750,000
7 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 4,048,8414.0m $129.0m $129.0m 0.01% Reduced -131.1k -131,057
8 LSV ASSET MANAGEMENT 0.23% of their portfolio CHICAGO, IL 3,276,6023.3m $104.4m $104.4m 0.23% Reduced -782.6k -782,598
9 PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio DES MOINES, IA 2,327,6542.3m $74.2m $74.2m 0.05% Reduced -74.0k -73,962
10 Hood River Capital Management LLC 2.01% of their portfolio PALM BEACH GARDENS, FL 2,121,5062.1m $67.6m $67.6m 2.01% Reduced -571.6k -571,631
11 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 2,016,3272.0m $64.2m $64.2m 0.01% Reduced -81.6k -81,626
12 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 2,004,7542.0m $63.9m $63.9m 0.01% Added +57.5k +57,507
13 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 1,744,5511.7m $55.6m $55.6m 0.01% Reduced -105.1k -105,108
14 VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio San Antonio, TX 1,517,9981.5m $48.4m $48.4m 0.05% Added +109.6k +109,585
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 1,343,4261.3m $42.8m $42.8m 0.01% Added +8.9k +8,893
16 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 1,252,2031.3m $39.9m $39.9m 0.01% Added +31.6k +31,645
17 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,172,8941.2m $37.4m $37.4m 0.01% Added +5.1k +5,097
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 922,774922.8k $29.4m $29.4m 0.00% Added +110.8k +110,806
19 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 844,997845.0k $26.9m $26.9m 0.01% Added +314.9k +314,890
20 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 747,706747.7k $23.8m $23.8m 0.01% Added +3.1k +3,117
21 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 712,279712.3k $22.7m $22.7m 0.00% Added +633.8k +633,805
22 Smith, Graham & Co., Investment Advisors, LP 1.60% of their portfolio Houston, TX 416,316416.3k $13.3m $13.3m 1.60% Reduced -18.6k -18,562
23 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 396,003396.0k $12.6m $12.6m 0.00% Reduced -33.1k -33,060
24 FMR LLC 0.00% of their portfolio BOSTON, MA 335,225335.2k $10.7m $10.7m 0.00% Reduced -185.1k -185,103
25 ROYCE & ASSOCIATES LP 0.10% of their portfolio New York, NY 334,790334.8k $10.7m $10.7m 0.10% Reduced -75.5k -75,500
26 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 317,657317.7k $10.1m $10.1m 0.00% Added +19.9k +19,927
27 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 316,716316.7k $10.1m $10.1m 0.01% Reduced -11.9k -11,895
28 Legal & General Group Plc 0.00% of their portfolio London, X0 309,243309.2k $9.9m $9.9m 0.00% Reduced -2.1k -2,052
29 COMERICA BANK 0.00% of their portfolio DALLAS, TX 307,635307.6k $0 $0 0.00% First filing
30 CLOUGH CAPITAL PARTNERS L P 0.96% of their portfolio Boston, MA 298,500298.5k $9.5m $9.5m 0.96% Added +1.0k +1,000
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 293,407293.4k $9.3m $9.3m 0.00% Added +12.8k +12,795
32 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 263,594263.6k $8.4m $8.4m 0.01% Added +349 +349
33 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio Los Angeles, CA 247,270247.3k $7.9m $7.9m 0.03% Reduced -3.1k -3,080
34 Swiss National Bank 0.01% of their portfolio ZURICH, V8 235,400235.4k $7.5m $7.5m 0.01% Added +2.4k +2,400
35 Foundry Partners, LLC 0.41% of their portfolio MINNEAPOLIS, MN 211,276211.3k $6.7m $6.7m 0.41% Added +27.3k +27,286
36 Huber Capital Management LLC 1.56% of their portfolio EL SEGUNDO, CA 203,117203.1k $6.5m $6.5m 1.56% Added +75.5k +75,514
37 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 203,063203.1k $6.5m $6.5m 0.01% Reduced -45.5k -45,492
38 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio BOSTON, MA 201,026201.0k $6.4m $6.4m 0.01% Added +154.5k +154,491
39 Sivik Global Healthcare LLC 2.42% of their portfolio GREENWICH, CT 190,000190.0k $6.1m $6.1m 2.42% Added +82.2k +82,162
40 Public Sector Pension Investment Board 0.04% of their portfolio MONTREAL, A8 185,035185.0k $5.9m $5.9m 0.04% Added +1.9k +1,900
41 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 176,105176.1k $5.6m $5.6m 0.01% New
42 Knights of Columbus Asset Advisors LLC 0.47% of their portfolio NEW HAVEN, CT 165,272165.3k $5.3m $5.3m 0.47% Added +1.8k +1,803
43 ESSEX INVESTMENT MANAGEMENT CO LLC 0.73% of their portfolio BOSTON, MA 164,631164.6k $5.2m $5.2m 0.73% New
44 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 163,696163.7k $5.2m $5.2m 0.00% Reduced -102.0k -102,003
45 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 158,510158.5k $5.1m $5.1m 0.01% Reduced -233.8k -233,772
46 Cubist Systematic Strategies, LLC 0.05% of their portfolio STAMFORD, CT 154,506154.5k $4.9m $4.9m 0.05% New
47 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 151,247151.2k $4.8m $4.8m 0.01% New
48 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 150,631150.6k $4.8m $4.8m 0.00% Added +23.4k +23,355
49 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 137,254137.3k $4.4m $4.4m 0.00% Unchanged
50 SEIZERT CAPITAL PARTNERS, LLC 0.23% of their portfolio BIRMINGHAM, MI 131,942131.9k $4.2m $4.2m 0.23% Reduced -7.5k -7,530
51 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 129,715129.7k $4.1m $4.1m 0.01% Reduced -3.8k -3,849
52 Woodline Partners LP 0.05% of their portfolio San Francisco, CA 129,474129.5k $4.1m $4.1m 0.05% New
53 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 128,770128.8k $4.1m $4.1m 0.01% Added +27.2k +27,207
54 South Dakota Investment Council 0.08% of their portfolio SIOUX FALLS, SD 121,329121.3k $3.9m $3.9m 0.08% Reduced -11.4k -11,413
55 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.03% of their portfolio HARRISBURG, PA 117,835117.8k $3.8m $3.8m 0.03% Added +7.6k +7,583
56 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 115,356115.4k $3.0m $3.0m 0.00% Unchanged
57 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 111,643111.6k $3.6m $3.6m 0.01% Reduced -3.2k -3,223
58 WEDGE CAPITAL MANAGEMENT L L P/NC 0.05% of their portfolio CHARLOTTE, NC 101,478101.5k $3.2m $3.2m 0.05% Added +92.9k +92,905
59 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 101,449101.4k $3.2m $3.2m 0.00% Added +41.5k +41,461
60 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 99,92299.9k $3.2m $3.2m 0.01% Reduced -3.5k -3,468
61 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 99,38599.4k $3.2m $3.2m 0.00% Reduced -5.9k -5,858
62 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0.03% of their portfolio BOSTON, MA 98,36198.4k $3.1m $3.1m 0.03% New
63 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 97,90097.9k $3.1m $3.1m 0.01% Reduced -6.1k -6,065
64 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 94,17594.2k $3.0m $3.0m 0.00% Unchanged
65 TEXAS PERMANENT SCHOOL FUND CORP 0.03% of their portfolio AUSTIN, TX 91,74791.7k $2.9m $2.9m 0.03% Reduced -1.6k -1,634
66 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 87,53587.5k $2.8m $2.8m 0.01% Added +9.9k +9,893
67 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 87,19887.2k $2.8m $2.8m 0.01% Reduced -5.1k -5,052
68 UBS Group AG 0.00% of their portfolio ZURICH, V8 82,40382.4k $2.6m $2.6m 0.00% Added +36.7k +36,736
69 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 82,15682.2k $2.6m $2.6m 0.00% Added +30.2k +30,185
70 ICON ADVISERS INC/CO 0.64% of their portfolio GREENWOOD VILLAGE, CO 78,80078.8k $2.5m $2.5m 0.64% Unchanged
71 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 75,16375.2k $2.4m $2.4m 0.00% Added +56.2k +56,174
72 J.P. Morgan Private Wealth Advisors LLC 0.01% of their portfolio SAN FRANCISCO, CA 73,83373.8k $2.4m $2.4m 0.01% Reduced -5.6k -5,646
73 Paralel Advisors LLC 0.12% of their portfolio DENVER, CO 73,14573.1k $2.3m $2.3m 0.12% Reduced -2.6k -2,631
74 State of Alaska, Department of Revenue 0.03% of their portfolio JUNEAU, AK 68,59068.6k $2.2m $2.2m 0.03% Reduced -2.7k -2,714
75 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 61,82761.8k $2.0m $2.0m 0.00% Reduced -26.6k -26,577
76 State of Tennessee, Department of Treasury 0.01% of their portfolio NASHVILLE, TN 59,23759.2k $1.9m $1.9m 0.01% Added +23.9k +23,878
77 First Eagle Investment Management, LLC 0.00% of their portfolio NEW YORK, NY 56,19756.2k $1.8m $1.8m 0.00% Reduced -15.5k -15,500
78 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 56,04556.0k $1.8m $1.8m 0.00% Added +2.9k +2,928
79 AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio New York, NY 55,85055.9k $1.8m $1.8m 0.01% Reduced -999 -999
80 YOUSIF CAPITAL MANAGEMENT, LLC 0.02% of their portfolio BLOOMFIELD HILLS, MI 55,53655.5k $1.8m $1.8m 0.02% Reduced -3.2k -3,247
81 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio ALBANY, NY 55,20655.2k $1.8m $1.8m 0.00% Reduced -1.1k -1,100
82 MetLife Investment Management, LLC 0.01% of their portfolio Whippany, NJ 54,94654.9k $1.8m $1.8m 0.01% Unchanged
83 Louisiana State Employees Retirement System 0.04% of their portfolio BATON ROUGE, LA 54,70054.7k $1.7m $1.7m 0.04% Added +6.2k +6,200
84 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 54,26854.3k $1.7m $1.7m 0.00% Added +608 +608
85 WINTON GROUP Ltd 0.14% of their portfolio LONDON, X0 53,75453.8k $1.7m $1.7m 0.14% Added +37.2k +37,231
86 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 51,32251.3k $1.6m $1.6m 0.02% Added +7.6k +7,637
87 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 49,61449.6k $1.6m $1.6m 0.00% Reduced -24.4k -24,370
88 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 48,40748.4k $1.5m $1.5m 0.00% Reduced -32.6k -32,551
89 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 47,71747.7k $1.5m $1.5m 0.00% Reduced -31 -31
90 DENALI ADVISORS LLC 0.53% of their portfolio SAN DIEGO, CA 47,57247.6k $1.5m $1.5m 0.53% Reduced -38.2k -38,200
91 AMALGAMATED BANK 0.01% of their portfolio NEW YORK, NY 47,51047.5k $1.5m $1.5m 0.01% Added +23 +23
92 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 46,45246.5k $1.5m $1.5m 0.00% Unchanged
93 Trexquant Investment LP 0.04% of their portfolio STAMFORD, CT 46,32646.3k $1.5m $1.5m 0.04% Added +823 +823
94 Ensign Peak Advisors, Inc 0.00% of their portfolio SALT LAKE CITY, UT 42,22542.2k $1.3m $1.3m 0.00% Unchanged
95 TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio STAMFORD, CT 41,96642.0k $1.3m $1.3m 0.02% Reduced -38.5k -38,515
96 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 41,80041.8k $1.3m $1.3m 0.00% Reduced -640 -640
97 Maryland State Retirement & Pension System 0.03% of their portfolio BALTIMORE, MD 40,61340.6k $1.3m $1.3m 0.03% Reduced -1.3k -1,319
98 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 38,84738.8k $1.2m $1.2m 0.00% Reduced -755 -755
99 WESBANCO BANK INC 0.05% of their portfolio WHEELING, WV 37,73337.7k $1.2m $1.2m 0.05% Unchanged
100 Man Group plc 0.00% of their portfolio LONDON, X0 36,18836.2k $1.2m $1.2m 0.00% New