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Systematic Financial Management’s HCA Healthcare HCA Stock Holding History

Systematic Financial 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
2015
Q3 		– Sell
-916,481
Closed -$83.1M – 665
2015
Q2 		$83.1M Sell
916,481
-819,668
-47% -$65.7M 0.71% 37
2015
Q1 		$131M Sell
1,736,149
-137,861
-7% -$9.9M 1.03% 13
2014
Q4 		$138M Buy
1,874,010
+338,611
+22% +$23.8M 1.02% 16
2014
Q3 		$108M Buy
+1,535,399
New +$101M 0.79% 25

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

Systematic Financial Management's HCA Position: Q3 2015 in Review

Systematic Financial Management sold out of HCA Healthcare (HCA) in Q3 2015, closing a stake of 916,481 shares — an estimated $83.1M sold.

Systematic Financial Management first reported a position in HCA in Q3 2014 and held it in 4 quarters. The position peaked at $138M in Q4 2014. 640 funds tracked by Wall St. Rank hold HCA as of Q3 2015.

  • Systematic Financial Management reported no remaining HCA Healthcare position as of Q3 2015 after selling out during the quarter.
  • Systematic Financial Management sold 916,481 HCA Healthcare shares in Q3 2015, an estimated $83.1M.
  • Systematic Financial Management first reported a position in HCA Healthcare in Q3 2014 and held it in 4 quarters.
  • Systematic Financial Management's HCA Healthcare position peaked at $138M in Q4 2014.
  • 640 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2015.

Based on Systematic Financial Management's 13F filing for Q3 2015, filed 6 Nov 2015.