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HCA Healthcare
HCA

404 hedge funds and large institutions have $16.4B invested in HCA Healthcare in 2013 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 166 increasing their positions, 124 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 32

45% more funds holding in top 10

Funds holding in top 10: 20 → 29 (+9)

34% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 124

12% more funds holding

Funds holding: 360 → 404 (+44)

12% more call options, than puts

Call options by funds: $137M | Put options by funds: $123M

10% more capital invested

Capital invested by funds: $15B → $16.4B (+$1.45B)

2.21% less ownership

Funds ownership: 77.65% → 75.44% (-2.2%)

Holders
404
Holders Change
+44
Holders Change %
+12.22%
% of All Funds
11.72%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.84%
New
77
Increased
166
Reduced
124
Closed
32
Calls
$137M
Puts
$123M
Net Calls
+$14.6M
Net Calls Change
+$46.6M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$410M
2
PC
PointState Capital
New York
+$305M
3
FAM
Fred Alger Management
New York
+$182M
4
LP
Longview Partners
Guernsey
+$168M
5
GCM
Glenview Capital Management
New York
+$116M

Top Sellers

Rank Fund Capital Flow
1
BCI
Bain Capital Investors
Massachusetts
-$940M
2
KKRC
Kohlberg Kravis Roberts & Co
New York
-$919M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$170M
4
DCM
Discovery Capital Management
Connecticut
-$136M
5
Citigroup
Citigroup
New York
-$90.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
226
Deltec Asset Management
New York
$3.46M -$1.22M -26,494 -27%
JMPWA
227
JP Morgan Private Wealth Advisors
California
$3.21M +$1.54M +33,359 +98%
DBT
228
Dubuque Bank & Trust
Iowa
$3.17M +$3.07M +66,370 New
BCIM
229
British Columbia Investment Management
British Columbia, Canada
$2.95M +$952K +20,607 +50%
RJFSA
230
Raymond James Financial Services Advisors
Florida
$2.94M +$2.85M +61,571 New
Nomura Asset Management
231
Nomura Asset Management
Japan
$2.91M +$153K +3,320 +6%
FCAM
232
F&C Asset Management
United Kingdom
$2.83M +$1.27M +27,398 +86%
RSCM
233
Rock Springs Capital Management
Maryland
$2.77M +$2.68M +58,000 New
Mitsubishi UFJ Asset Management
234
Mitsubishi UFJ Asset Management
Japan
$2.74M +$59.6K +1,289 +2%
LBG
235
Lloyds Banking Group
United Kingdom
$2.73M +$1.14M +24,764 +77%
BC
236
Beaconlight Capital
New York
$2.67M -$1.11M -24,000 -30%
GF
237
Gabelli Funds
New York
$2.62M – – –
RPAM
238
Rhenman & Partners Asset Management
Sweden
$2.62M +$2.54M +55,000 New
OPERF
239
Oregon Public Employees Retirement Fund
Oregon
$2.6M +$1.82M +39,400 +259%
AIM
240
Assured Investment Management
New York
$2.56M +$2.48M +53,580 New
OC
241
Oppenheimer & Co
New York
$2.51M +$494K +10,683 +25%
HAI
242
Hennessy Advisors Inc
California
$2.45M -$64.7K -1,400 -3%
SAM
243
Shell Asset Management
Netherlands
$2.35M -$654K -14,141 -22%
SCM
244
Saba Capital Management
New York
$2.34M -$2.41M -52,143 -52%
Truist Financial
245
Truist Financial
North Carolina
$2.31M +$364K +7,880 +19%
URS
246
Utah Retirement Systems
Utah
$2.27M – – –
Zurich Cantonal Bank
247
Zurich Cantonal Bank
Switzerland
$2.26M +$849K +18,370 +63%
SI
248
Standard Investments
New York
$2.2M +$2.13M +46,093 New
LIA
249
LBMC Investment Advisors
Tennessee
$2.15M – – –
RIL
250
Rothschild Investment LLC
Illinois
$2.15M – – –
8 9
10
11 12

HCA Hedge Fund Activity: Q4 2013 in Review

404 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q4 2013, worth a combined $16.4B — up 9.7% from $15B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new HCA positions and 32 closed out — a net gain of 45 holders — while 166 added to existing stakes and 124 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $410M. The largest seller was Bain Capital Investors, cutting an estimated $940M.

  • 404 institutional investors held HCA Healthcare (HCA) as of Q4 2013, up from 360 in Q3 2013.
  • Funds reported $16.4B of HCA Healthcare stock for Q4 2013, up 9.7% quarter-over-quarter.
  • 77 funds opened new HCA Healthcare positions in Q4 2013 and 32 closed out, a net change of +45 holders.
  • The largest HCA Healthcare buyer in Q4 2013 was Wellington Management Group, an estimated $410M added.
  • The largest HCA Healthcare seller in Q4 2013 was Bain Capital Investors, an estimated $940M sold.

Based on aggregated 13F filings for Q4 2013.