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Omega Advisors’s HCA Healthcare HCA Stock Holding History

Omega 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
Q1 		– Sell
-1,088,500
Closed -$79.9M – 106
2014
Q4 		$79.9M Sell
1,088,500
-1,353,200
-55% -$95.1M 1.33% 30
2014
Q3 		$172M Buy
+2,441,700
New +$161M 2.53% 10

Other funds holding HCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Omega Advisors's HCA Position: Q1 2015 in Review

Omega Advisors sold out of HCA Healthcare (HCA) in Q1 2015, closing a stake of 1,088,500 shares — an estimated $79.9M sold.

Omega Advisors first reported a position in HCA in Q3 2014 and held it in 2 quarters. The position peaked at $172M in Q3 2014. 599 funds tracked by Wall St. Rank hold HCA as of Q1 2015.

  • Omega Advisors reported no remaining HCA Healthcare position as of Q1 2015 after selling out during the quarter.
  • Omega Advisors sold 1,088,500 HCA Healthcare shares in Q1 2015, an estimated $79.9M.
  • Omega Advisors first reported a position in HCA Healthcare in Q3 2014 and held it in 2 quarters.
  • Omega Advisors's HCA Healthcare position peaked at $172M in Q3 2014.
  • 599 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2015.

Based on Omega Advisors's 13F filing for Q1 2015, filed 15 May 2015.