When Hedge Funds Hedge: A Wildean Whimsy on Henry Schein’s Stock Sell-Off 🎩

Consider the arithmetic of elegance: NUANCE’s stake now rests at 314,208 shares, a $20.85 million bauble that adorns just 2.1% of their $982.15 million portfolio. To sell thirty-eight million may be considered prudent; to retain twenty seems positively romantic. The position’s contraction from 5.6% to 2.12% of AUM reads like a financial villanelle – each line a measured diminuendo.




