Henry Schein (HSIC) Stock Concentration Calculator
Calculator · free · no signup · HSICQuantify Henry Schein concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About Henry Schein
Henry Schein (HSIC) is a public Healthcare Services company, incorporated in Delaware and headquartered in Melville, NY.
Last close: $89.23 per share (as of 2026-08-18).
Equity grants at Henry Schein typically include restricted stock units (RSUs).
Henry Schein, Inc. is an American distributor of health care products and services, with operations in 33 countries and territories. It is the world's largest provider of health care solutions to office-based dental and medical practitioners.
Source: Wikipedia (CC BY-SA 4.0)
Founded as a Queens pharmacy in 1932, the company became the largest distributor of supplies and equipment to dental and medical practices in the United States. Distribution margins are thin, so the strategy has been to add practice-management software and equipment services that raise switching costs for an office already ordering consumables. Independent practices consolidating into corporate groups shifts negotiating power toward the buyer. Volume is driven by patient visits rather than by any product cycle. Headquarters are in Melville, New York.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Henry Schein.
If a meaningful share of your net worth sits in HSIC, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with HSIC's option-implied volatility.
Example: 5,000 HSIC shares at $89.23 is a $446,150 position. A 30% drawdown costs $133,845; a 50% drawdown costs $223,075; a 70% drawdown costs $312,305. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using HSIC's option-implied volatility and your cost basis.
All Henry Schein tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Henry Schein equity questions
- How much HSIC stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your HSIC position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Henry Schein grant ISOs, NSOs, or RSUs?
- Equity compensation at Henry Schein typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
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OptionsAhoy plans your Henry Schein equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.