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HCA Healthcare
HCA

506 hedge funds and large institutions have $23.8B invested in HCA Healthcare in 2014 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 169 increasing their positions, 189 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 44

26% more funds holding in top 10

Funds holding in top 10: 35 → 44 (+9)

24% more capital invested

Capital invested by funds: $19.2B → $23.8B (+$4.62B)

13% more funds holding

Funds holding: 448 → 506 (+58)

0.47% more ownership

Funds ownership: 76.64% → 77.1% (+0.47%)

11% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 189

36% less call options, than puts

Call options by funds: $194M | Put options by funds: $304M

Holders
506
Holders Change
+58
Holders Change %
+12.95%
% of All Funds
14.68%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
1.28%
New
107
Increased
169
Reduced
189
Closed
44
Calls
$194M
Puts
$304M
Net Calls
-$110M
Net Calls Change
-$37.9M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$256M
2
MCM
Marsico Capital Management
Colorado
+$252M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$179M
4
PC
Paulson & Co
New York
+$176M
5
CGM
Capital Growth Management
Massachusetts
+$119M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$299M
2
PC
PointState Capital
New York
-$241M
3
GCM
Glenview Capital Management
New York
-$149M
4
Norges Bank
Norges Bank
Norway
-$143M
5
MC
Maverick Capital
Texas
-$121M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
251
Susquehanna International Group
Pennsylvania
$5.15M +$3.66M +55,371 +313%
DM
252
Deerfield Management
New York
$5.03M -$20.4M -308,886 -81%
SAM
253
Symphony Asset Management
California
$5.02M -$395K -5,972 -8%
Thrivent Financial for Lutherans
254
Thrivent Financial for Lutherans
Minnesota
$4.88M -$4.78M -72,400 -51%
Teacher Retirement System of Texas
255
Teacher Retirement System of Texas
Texas
$4.84M -$538K -8,143 -11%
PFC
256
Phocas Financial Corp
California
$4.83M +$4.53M +68,536 New
GA
257
Geneva Advisors
Illinois
$4.74M +$4.44M +67,180 New
MA
258
MUFG Americas
New York
$4.7M -$476K -7,196 -10%
William Blair & Company
259
William Blair & Company
Illinois
$4.7M -$2.55M -38,638 -37%
Truist Financial
260
Truist Financial
North Carolina
$4.58M +$314K +4,756 +8%
CPS
261
Counsel Portfolio Services
Ontario, Canada
$4.43M +$4.16M +62,878 New
AIA
262
Affinity Investment Advisors
California
$4.27M +$4M +60,580 New
ECM
263
Exchange Capital Management
Michigan
$4.26M +$53.5K +809 +1%
FTC
264
Farmers Trust Company
Ohio
$4.23M -$446K -6,746 -10%
GTC
265
Ghost Tree Capital
New York
$4.23M +$991K +15,000 +33%
Lazard Asset Management
266
Lazard Asset Management
New York
$4.14M +$2.78M +42,036 +252%
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$4.12M +$3.86M +58,469 New
DA
268
Denali Advisors
California
$4.12M – – –
RPAM
269
Rhenman & Partners Asset Management
Sweden
$4.09M -$132K -2,000 -3%
DBT
270
Dubuque Bank & Trust
Iowa
$4.04M -$315K -4,765 -8%
URS
271
Utah Retirement Systems
Utah
$3.98M -$13.2K -200 -0.4%
RJA
272
Raymond James & Associates
Florida
$3.89M -$283K -4,275 -7%
WC
273
Wexford Capital
Florida
$3.86M +$3.62M +54,700 New
STC
274
SEI Trust Company
Pennsylvania
$3.85M +$448K +6,780 +14%
TI
275
Turner Investments
Pennsylvania
$3.78M -$3.26M -49,279 -48%
9 10
11
12 13

HCA Hedge Fund Activity: Q3 2014 in Review

506 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q3 2014, worth a combined $23.8B — up 24% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new HCA positions and 44 closed out — a net gain of 63 holders — while 169 added to existing stakes and 189 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $256M. The largest seller was Wellington Management Group, cutting an estimated $299M.

  • 506 institutional investors held HCA Healthcare (HCA) as of Q3 2014, up from 448 in Q2 2014.
  • Funds reported $23.8B of HCA Healthcare stock for Q3 2014, up 24% quarter-over-quarter.
  • 107 funds opened new HCA Healthcare positions in Q3 2014 and 44 closed out, a net change of +63 holders.
  • The largest HCA Healthcare buyer in Q3 2014 was Fidelity Investments, an estimated $256M added.
  • The largest HCA Healthcare seller in Q3 2014 was Wellington Management Group, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2014.