OA
HCA icon

OFI Advisors’s HCA Healthcare HCA Stock Holding History

OFI Advisors’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
Q3 		$2.95M Sell
38,181
-3,132
-8% -$277K 0.19% 107
2015
Q2 		$3.75M Sell
41,313
-8,636
-17% -$692K 0.22% 90
2015
Q1 		$3.76M Buy
49,949
+43,889
+724% +$3.15M 0.22% 89
2014
Q4 		$445K Sell
6,060
-557
-8% -$39.1K 0.03% 746
2014
Q3 		$467K Buy
+6,617
New +$437K 0.03% 657

Other funds holding HCA

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

OFI Advisors's HCA Position: Q3 2015 in Review

OFI Advisors reduced its HCA Healthcare (HCA) stake by 7.6% in Q3 2015, selling an estimated $277K and leaving 38,181 shares worth $2.95M. The position accounts for 0.19% of the portfolio, ranked #107.

OFI Advisors first reported a position in HCA in Q3 2014 and has held it in 5 quarters since. The position peaked at $3.76M in Q1 2015. 640 funds tracked by Wall St. Rank hold HCA as of Q3 2015.

  • OFI Advisors held 38,181 shares of HCA Healthcare worth $2.95M as of Q3 2015.
  • OFI Advisors sold 3,132 HCA Healthcare shares in Q3 2015, an estimated $277K.
  • HCA Healthcare made up 0.19% of OFI Advisors's portfolio in Q3 2015, its #107 holding.
  • OFI Advisors first reported a position in HCA Healthcare in Q3 2014 and has held it in 5 quarters since.
  • OFI Advisors's HCA Healthcare position peaked at $3.76M in Q1 2015.
  • 640 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.