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Jefferies Group’s HCA Healthcare HCA Stock Holding History

Jefferies 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
2022
Q3 		$6.65M Sell
36,200
-12,300
-25% -$2.45M 0.06% 284
2022
Q2 		$8.15M Sell
48,500
-78,100
-62% -$16.8M 0.07% 236
2022
Q1 		$31.7M Buy
126,600
+90,600
+252% +$22.8M 0.2% 81
2021
Q4 		$9.25M Buy
+36,000
New +$8.81M 0.05% 290
2020
Q2 		– Sell
-11,200
Closed -$1.01M – 1620
2020
Q1 		$1.01M Sell
11,200
-4,500
-29% -$583K 0.01% 997
2019
Q4 		$2.32M Sell
15,700
-14,700
-48% -$1.97M 0.02% 957
2019
Q3 		$3.66M Buy
30,400
+25,300
+496% +$3.27M 0.03% 689
2019
Q2 		$689K Sell
5,100
-22,200
-81% -$2.81M 0.01% 1495
2019
Q1 		$3.56M Buy
27,300
+14,700
+117% +$1.97M 0.03% 587
2018
Q4 		$1.57M Buy
12,600
+7,800
+163% +$1.05M 0.01% 945
2018
Q3 		$668K Buy
+4,800
New +$598K ﹤0.01% 1512
2018
Q2 		– Sell
-4,400
Closed -$427K – 2457
2018
Q1 		$427K Sell
4,400
-10,600
-71% -$1.03M ﹤0.01% 1583
2017
Q4 		$1.32M Buy
+15,000
New +$1.21M 0.01% 1198
2017
Q2 		– Sell
-12,500
Closed -$1.11M – 2333
2017
Q1 		$1.11M Buy
12,500
+3,500
+39% +$292K 0.01% 1219
2016
Q4 		$666K Hold
9,000
– – ﹤0.01% 1473
2016
Q3 		$681K Buy
+9,000
New +$689K ﹤0.01% 1474
2016
Q1 		– Sell
-66,200
Closed -$4.48M – 2366
2015
Q4 		$4.48M Sell
66,200
-127,000
-66% -$8.86M 0.03% 517
2015
Q3 		$14.9M Buy
193,200
+100,000
+107% +$8.85M 0.09% 178
2015
Q2 		$8.46M Sell
93,200
-214,000
-70% -$17.1M 0.04% 345
2015
Q1 		$23.1M Sell
307,200
-130,200
-30% -$9.35M 0.13% 102
2014
Q4 		$32.1M Buy
437,400
+342,200
+359% +$24.1M 0.19% 97
2014
Q3 		$6.71M Buy
+95,200
New +$6.29M 0.05% 339
2014
Q2 		– Sell
-19,400
Closed -$1.02M – 2190
2014
Q1 		$1.02M Sell
19,400
-114,000
-85% -$5.67M 0.01% 909
2013
Q4 		$6.37M Buy
+133,400
New +$6.17M 0.04% 261
2013
Q3 		– Sell
-49,000
Closed -$1.77M – 2025
2013
Q2 		$1.77M Buy
+49,000
New +$1.9M 0.02% 557

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jefferies Group's HCA Position: Q3 2022 in Review

Jefferies Group increased its HCA Healthcare (HCA) stake by 89% in Q3 2022, buying an estimated $4.77M and bringing the position to 50,976 shares worth $9.37M. The position accounts for 0.08% of the portfolio, ranked #200.

Jefferies Group first reported a position in HCA in Q2 2013 and has held it in 38 quarters since. The position peaked at $35.2M in Q2 2015. 867 funds tracked by Wall St. Rank hold HCA as of Q3 2022.

  • Jefferies Group held 50,976 shares of HCA Healthcare worth $9.37M as of Q3 2022.
  • Jefferies Group bought 23,958 HCA Healthcare shares in Q3 2022, an estimated $4.77M.
  • HCA Healthcare made up 0.08% of Jefferies Group's portfolio in Q3 2022, its #200 holding.
  • Jefferies Group first reported a position in HCA Healthcare in Q2 2013 and has held it in 38 quarters since.
  • Jefferies Group's HCA Healthcare position peaked at $35.2M in Q2 2015.
  • 867 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.