Wall Street Week Ahead: London index reshuffle to give healthcare stocks a bigger profile

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The U.S. healthcare sector looks set for a bulked up profile in growth indexes when FTSE Russell reconstitutes its stock indexes late next Friday, an annual event that historically creates one of the biggest trading volume days of the year.

FILE PHOTO: The New York Stock Exchange is seen in the financial district of lower Manhattan during the outbreak of the coronavirus disease in New York City, U.S., April 26, 2020. REUTERS/Jeenah Moon/File Photo

Telegraphing the reconstitution can create additional buying and selling stocks. Some investors may use the additional liquidity to take advantage of any resulting price dislocations, or to adjust the holdings in their portfolios, especially in smaller companies that have much lower liquidity. The New York Stock Exchange and Nasdaq, because of the scale of the revamp, reinforces the rules for trades on the close and contingency plans in the event of unusual market conditions. During the June 2019 reconstitution, Nasdaq said 1.279 billion shares representing $42.59 billion were executed in its “closing cross” in 1.14 seconds across Nasdaq listed stocks.

The influence of the novel coronavirus will also create more movement between the indexes than in recent years. Virtu Financial estimates turnover across the Russell 3000 to be $57 billion compared with the $35 billion last year. Teladoc, which offers virtual healthcare services, has risen more than 130% this year and is widely expected to be promoted to the Russell large cap index. Home fitness provider Peloton is seen as being added directly to the Russell 1000. Of the six initial public offerings being added to the Russell 2000, all belong to the healthcare space.

 

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