Mount Lucas Management
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Mount Lucas Management’s HCA Healthcare HCA Stock Holding History

Mount Lucas Management’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
2026
Q3 		$2.24M Buy
5,249
+117
+2% +$48K 0.67% 25
2026
Q2 		$2M Buy
5,132
+92
+2% +$38.9K 0.71% 40
2026
Q1 		$2.39M Buy
5,040
+3,209
+175% +$1.62M 0.88% 27
2025
Q4 		$855K Buy
1,831
+12
+0.7% +$5.57K 0.34% 108
2025
Q3 		$775K Sell
1,819
-50
-3% -$19.4K 0.32% 111
2025
Q2 		$716K Buy
+1,869
New +$673K 0.31% 112
2025
Q1 		– Sell
-2,952
Closed -$886K – 170
2024
Q4 		$886K Sell
2,952
-181
-6% -$63.3K 0.31% 73
2024
Q3 		$1.27M Sell
3,133
-4,728
-60% -$1.73M 0.43% 60
2024
Q2 		$2.53M Sell
7,861
-7,251
-48% -$2.36M 0.72% 40
2024
Q1 		$5.04M Sell
15,112
-1,368
-8% -$418K 1.38% 13
2023
Q4 		$4.46M Buy
16,480
+8,802
+115% +$2.18M 1.28% 18
2023
Q3 		$1.89M Sell
7,678
-309
-4% -$84.6K 0.67% 66
2023
Q2 		$2.42M Buy
+7,987
New +$2.22M 0.81% 52
2022
Q2 		– Sell
-18,368
Closed -$4.6M – 116
2022
Q1 		$4.6M Sell
18,368
-1,831
-9% -$460K 1.34% 12
2021
Q4 		$5.19M Sell
20,199
-556
-3% -$136K 1.48% 7
2021
Q3 		$5.04M Sell
20,755
-1,581
-7% -$387K 1.52% 16
2021
Q2 		$4.62M Buy
+22,336
New +$4.55M 1.34% 20

Other funds holding HCA

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mount Lucas Management's HCA Position: Q3 2026 in Review

Mount Lucas Management increased its HCA Healthcare (HCA) stake by 2.3% in Q3 2026, buying an estimated $48K and bringing the position to 5,249 shares worth $2.24M. The position accounts for 0.67% of the portfolio, ranked #25.

Mount Lucas Management first reported a position in HCA in Q2 2021 and has held it in 17 quarters since. The position peaked at $5.19M in Q4 2021. 764 funds tracked by Wall St. Rank hold HCA as of Q3 2026.

  • Mount Lucas Management held 5,249 shares of HCA Healthcare worth $2.24M as of Q3 2026.
  • Mount Lucas Management bought 117 HCA Healthcare shares in Q3 2026, an estimated $48K.
  • HCA Healthcare made up 0.67% of Mount Lucas Management's portfolio in Q3 2026, its #25 holding.
  • Mount Lucas Management first reported a position in HCA Healthcare in Q2 2021 and has held it in 17 quarters since.
  • Mount Lucas Management's HCA Healthcare position peaked at $5.19M in Q4 2021.
  • 764 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2026.

Based on Mount Lucas Management's 13F filing for Q3 2026, filed 9 Nov 2026.