Jefferies Financial Group’s HCA Healthcare HCA Stock Holding History

Jefferies Financial Group’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
2025 Q2	–	Sell	-61,800	Closed	-$21.4M	–	1529
2025 Q1	$21.4M	Sell	61,800 -11,400	-16%	-$3.67M	0.19%	74
2024 Q4	$22M	Sell	73,200 -27,000	-27%	-$9.44M	0.13%	116
2024 Q3	$40.7M	Buy	100,200 +67,800	+209%	+$24.8M	0.29%	47
2024 Q2	$10.4M	Hold	32,400	–	–	0.11%	149
2024 Q1	$10.8M	Sell	32,400 -2,300	-7%	-$703K	0.1%	159
2023 Q4	$9.39M	Sell	34,700 -8,100	-19%	-$2M	0.06%	239
2023 Q3	$10.5M	Buy	42,800 +15,000	+54%	+$4.1M	0.09%	157
2023 Q2	$8.44M	Buy	27,800 +22,800	+456%	+$6.34M	0.08%	244
2023 Q1	$1.32M	Sell	5,000 -46,200	-90%	-$11.7M	0.01%	791
2022 Q4	$12.3M	Buy	+51,200	New	+$11.5M	0.09%	186

Other funds holding HCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Jefferies Financial Group's HCA Position: Q1 2026 in Review

Jefferies Financial Group reduced its HCA Healthcare (HCA) stake by 50% in Q1 2026, selling an estimated $6.85M and leaving 13,562 shares worth $6.42M. The position accounts for 0.04% of the portfolio, ranked #291.

Jefferies Financial Group first reported a position in HCA in Q1 2017 and has held it in 18 quarters since. The position peaked at $21.1M in Q3 2024. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

Jefferies Financial Group held 13,562 shares of HCA Healthcare worth $6.42M as of Q1 2026.
Jefferies Financial Group sold 13,601 HCA Healthcare shares in Q1 2026, an estimated $6.85M.
HCA Healthcare made up 0.04% of Jefferies Financial Group's portfolio in Q1 2026, its #291 holding.
Jefferies Financial Group first reported a position in HCA Healthcare in Q1 2017 and has held it in 18 quarters since.
Jefferies Financial Group's HCA Healthcare position peaked at $21.1M in Q3 2024.
1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.