NFG
HCA icon

Next Financial Group’s HCA Healthcare HCA Stock Holding History

Next 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
2021
Q4 		$463K Buy
1,802
+592
+49% +$145K 0.03% 582
2021
Q3 		$293K Sell
1,210
-329
-21% -$80.4K 0.02% 675
2021
Q2 		$318K Buy
1,539
+598
+64% +$122K 0.03% 651
2021
Q1 		$178K Hold
941
– – 0.02% 810
2020
Q4 		$154K Hold
941
– – 0.01% 812
2020
Q3 		$117K Buy
+941
New +$116K 0.01% 799
2020
Q2 		– Sell
-600
Closed -$54K – 1129
2020
Q1 		$54K Buy
600
+100
+20% +$12.9K 0.01% 970
2019
Q4 		$74K Buy
500
+76
+18% +$10.2K 0.01% 1059
2019
Q3 		$51K Buy
424
+103
+32% +$13.3K 0.01% 1140
2019
Q2 		$43K Buy
+321
New +$40.6K ﹤0.01% 1212
2019
Q1 		– Sell
-500
Closed -$62K – 1832
2018
Q4 		$62K Buy
500
+300
+150% +$40.3K 0.01% 741
2018
Q3 		$28K Buy
+200
New +$24.9K 0.01% 684
2017
Q4 		– Sell
-400
Closed -$30K – 727
2017
Q3 		$30K Sell
400
-300
-43% -$24.1K 0.01% 857
2017
Q2 		$61K Sell
700
-24
-3% -$2.03K 0.01% 714
2017
Q1 		$61K Sell
724
-2,578
-78% -$215K 0.02% 651
2016
Q4 		$244K Sell
3,302
-1,370
-29% -$103K 0.04% 414
2016
Q3 		$353K Buy
4,672
+950
+26% +$72.7K 0.06% 318
2016
Q2 		$286K Buy
3,722
+70
+2% +$5.53K 0.09% 227
2016
Q1 		$285K Buy
3,652
+2,110
+137% +$147K 0.1% 202
2015
Q4 		$104K Sell
1,542
-470
-23% -$32.8K 0.04% 409
2015
Q3 		$155K Sell
2,012
-1,258
-38% -$111K 0.06% 336
2015
Q2 		$296K Buy
3,270
+1,250
+62% +$100K 0.1% 208
2015
Q1 		$151K Buy
2,020
+470
+30% +$33.8K 0.05% 368
2014
Q4 		$114K Sell
1,550
-23
-1% -$1.62K 0.04% 414
2014
Q3 		$111K Buy
1,573
+1,373
+687% +$90.7K 0.02% 631
2014
Q2 		$13K Buy
+200
New +$10.6K 0.01% 717

Other funds holding HCA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's HCA Position: Q4 2021 in Review

Next Financial Group increased its HCA Healthcare (HCA) stake by 49% in Q4 2021, buying an estimated $145K and bringing the position to 1,802 shares worth $463K. The position accounts for 0.03% of the portfolio, ranked #582.

Next Financial Group first reported a position in HCA in Q2 2014 and has held it in 26 quarters since. 947 funds tracked by Wall St. Rank hold HCA as of Q4 2021.

  • Next Financial Group held 1,802 shares of HCA Healthcare worth $463K as of Q4 2021.
  • Next Financial Group bought 592 HCA Healthcare shares in Q4 2021, an estimated $145K.
  • HCA Healthcare made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #582 holding.
  • Next Financial Group first reported a position in HCA Healthcare in Q2 2014 and has held it in 26 quarters since.
  • 947 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.