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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
Nomura Asset Management
276
Nomura Asset Management
Japan
$3.69M -$207K -3,130 -6%
IB
277
Intrust Bank
Kansas
$3.64M -$1.82M -27,468 -35%
SAM
278
Shell Asset Management
Netherlands
$3.63M -$32.3K -488 -0.9%
GACM
279
Green Arrow Capital Management
New York
$3.53M +$3.3M +50,000 New
SIA
280
Sit Investment Associates
Minnesota
$3.46M -$1.68M -25,495 -34%
OPERF
281
Oregon Public Employees Retirement Fund
Oregon
$3.33M +$139K +2,100 +5%
AG
282
Aperio Group
California
$3.31M +$593K +8,972 +24%
LS
283
Livforsakringsbolaget Skandia
Sweden
$3.3M – – –
Mitsubishi UFJ Asset Management
284
Mitsubishi UFJ Asset Management
Japan
$3.24M -$326K -4,940 -10%
Comerica Bank
285
Comerica Bank
Texas
$3.18M +$2.38M +36,069 +401%
ABI
286
Adamant Biomedical Investments
Switzerland
$3.17M +$2.97M +45,000 New
LIA
287
LBMC Investment Advisors
Tennessee
$3.13M +$11.9K +180 +0.4%
AI
288
Analytic Investors
California
$3.12M +$2.93M +44,273 New
AP
289
AHL Partners
United Kingdom
$3.11M +$2.92M +44,108 New
RIL
290
Rothschild Investment LLC
Illinois
$3.08M -$717K -10,850 -20%
EA
291
Euclid Advisors
Connecticut
$3.03M +$2.84M +43,000 New
TAM
292
Tocqueville Asset Management
New York
$3M +$101K +1,534 +4%
SI
293
Stephens Inc
Arkansas
$2.97M +$897K +13,569 +47%
OC
294
Oppenheimer & Co
New York
$2.97M -$449K -6,789 -14%
DCMM
295
DG Capital Management (Massachusetts)
Massachusetts
$2.91M +$2.73M +41,290 New
GCP
296
GSA Capital Partners
United Kingdom
$2.82M +$76.2K +1,153 +3%
ZA
297
Zweig Advisers
Connecticut
$2.75M +$2.58M +39,000 New
BCIM
298
British Columbia Investment Management
British Columbia, Canada
$2.72M -$1.61M -24,389 -39%
HCM
299
Highbridge Capital Management
New York
$2.71M +$2.54M +38,384 New
SLI
300
Sumitomo Life Insurance
Japan
$2.63M +$1.28M +19,409 +109%
10 11
12
13 14

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.