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Hackensack Meridian Health, Inc.
Hackensack Meridian Health, Inc. (HMH) is the largest integrated healthcare network in New Jersey, headquartered in Edison, NJ. HMH was founded in 2016 following the merger of Hackensack University Health Network and Meridian Health System. As a nonprofit corporation, HMH operates a system of academic medical centers, acute care hospitals, research institutions, rehabilitation centers, and ambulatory care facilities. The network includes more than 17 hospitals and is closely affiliated with the Hackensack Meridian School of Medicine. HMH employs thousands of staff members and serves communities across New Jersey with its focus on comprehensive patient care, teaching, and research.
Investment Strategy
Hackensack Meridian Health manages its investment assets primarily to support the long-term financial sustainability and philanthropic mission of the organization. The investment office, formally established in 2020, manages a diverse portfolio that includes common/collective trusts, limited partnerships, and alternative investments. HMH uses an in-house investment team to proactively allocate capital across asset classes to balance risk and return, ensuring the organization can fund ongoing healthcare operations, capital improvements, research, and innovation initiatives. Additionally, HMH pursues strategic investments in healthcare ventures, such as the Bear's Den Innovation Program, to support early stage healthcare companies and technologies.
Latest 13F Filing Activity
Hackensack Meridian Health, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 5 equity positions with a total 13F market value of $903M. The fund increased holdings in Ishares TR, SPDR S&P 500 Etf TR, SPDR Index SHS FDS among other positions. Hackensack Meridian Health, Inc. reduced exposure to Ishares TR, Ishares TR, SPDR Index SHS FDS among others.
Top Holdings
Equity Positions (5)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 34.59% | $312.3M | 505,500 | $447.76 | $617.85 | +$29.6M |
E EFA | ISHARES TR | 24.17% | $218.2M | 2,440,932 | $82.53 | $89.39 | +$35.2M |
I IEMG | ISHARES TR | 14.53% | $131.2M | 2,185,000 | $53.67 | $60.03 | -$305.4K |
G GNR | SPDR INDEX SHS FDS | 9.65% | $87.1M | 1,606,000 | $55.36 | $54.24 | +$1.6M |
A ACWI | ISHARES TR | 1.21% | $10.9M | 85,000 | $109.87 | $128.60 | -$63.6M |
Industry Allocation
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