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Caldwell & Orkin’s HCA Healthcare HCA Stock Holding History

Caldwell & Orkin’s Portfolio HCA Stock Details HCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-15,275
Closed -$1.18M – 84
2015
Q3 		$1.18M Sell
15,275
-12,300
-45% -$1.09M 0.75% 49
2015
Q2 		$2.5M Buy
+27,575
New +$2.21M 1.46% 21

Other funds holding HCA

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Caldwell & Orkin's HCA Position: Q4 2015 in Review

Caldwell & Orkin sold out of HCA Healthcare (HCA) in Q4 2015, closing a stake of 15,275 shares — an estimated $1.18M sold.

Caldwell & Orkin first reported a position in HCA in Q2 2015 and held it in 2 quarters. The position peaked at $2.5M in Q2 2015. 583 funds tracked by Wall St. Rank hold HCA as of Q4 2015.

  • Caldwell & Orkin reported no remaining HCA Healthcare position as of Q4 2015 after selling out during the quarter.
  • Caldwell & Orkin sold 15,275 HCA Healthcare shares in Q4 2015, an estimated $1.18M.
  • Caldwell & Orkin first reported a position in HCA Healthcare in Q2 2015 and held it in 2 quarters.
  • Caldwell & Orkin's HCA Healthcare position peaked at $2.5M in Q2 2015.
  • 583 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2015.

Based on Caldwell & Orkin's 13F filing for Q4 2015, filed 10 Feb 2016.