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HCA Healthcare
HCA

700 hedge funds and large institutions have $30.1B invested in HCA Healthcare in 2018 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 255 increasing their positions, 243 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 59

7% more funds holding

Funds holding: 657 → 700 (+43)

5% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 243

0.49% more ownership

Funds ownership: 70.53% → 71.02% (+0.49%)

11% less capital invested

Capital invested by funds: $33.9B → $30.1B (-$3.73B)

13% less funds holding in top 10

Funds holding in top 10: 31 → 27 (-4)

47% less call options, than puts

Call options by funds: $154M | Put options by funds: $292M

Holders
700
Holders Change
+43
Holders Change %
+6.54%
% of All Funds
15.59%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.6%
New
107
Increased
255
Reduced
243
Closed
59
Calls
$154M
Puts
$292M
Net Calls
-$137M
Net Calls Change
-$40.5M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$289M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$256M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$174M
4
Goldman Sachs
Goldman Sachs
New York
+$168M
5
Man Group
Man Group
United Kingdom
+$121M

Top Sellers

Rank Fund Capital Flow
1
Harris Associates
Harris Associates
Illinois
-$783M
2
Millennium Management
Millennium Management
New York
-$147M
3
HM
HealthCor Management
New York
-$118M
4
BM
Bridger Management
New York
-$110M
5
CCM
Chieftain Capital Management
New York
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
301
M&T Bank
New York
$3.09M -$106K -792 -3%
ECM
302
Element Capital Management
New York
$3.09M -$7.33M -54,615 -69%
DWA
303
Douglass Winthrop Advisors
New York
$3.06M +$3.3M +24,600 New
MSE
304
MUFG Securities EMEA
United Kingdom
$3.01M +$2.27M +16,887 +231%
CC
305
Cognios Capital
Kansas
$2.96M +$1.32M +9,806 +70%
AC
306
Allstate Corporation
Illinois
$2.94M +$3.17M +23,580 New
SAM
307
Steinberg Asset Management
New York
$2.91M -$314K -2,340 -9%
US Bancorp
308
US Bancorp
Minnesota
$2.88M +$31.1K +232 +1%
NMERB
309
New Mexico Educational Retirement Board
New Mexico
$2.86M -$255K -1,900 -8%
DMIC
310
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.81M -$4.93M -36,718 -62%
Lazard Asset Management
311
Lazard Asset Management
New York
$2.77M -$4.75M -35,358 -61%
Macquarie Group
312
Macquarie Group
Australia
$2.71M +$1.4M +10,441 +92%
Jacobs Levy Equity Management
313
Jacobs Levy Equity Management
New Jersey
$2.68M +$2.89M +21,540 New
SLI
314
Sumitomo Life Insurance
Japan
$2.67M +$69.4K +517 +2%
TW
315
Transform Wealth
Colorado
$2.66M +$2.87M +21,387 New
CAM
316
Cozad Asset Management
Illinois
$2.66M +$453K +3,375 +19%
FIM
317
Freedom Investment Management
Connecticut
$2.66M +$1.53M +11,368 +114%
CCP
318
Corient Capital Partners
California
$2.62M -$1.23M -9,128 -30%
Janney Montgomery Scott
319
Janney Montgomery Scott
Pennsylvania
$2.61M +$1.56M +11,659 +125%
Assenagon Asset Management
320
Assenagon Asset Management
Luxembourg
$2.6M -$216K -1,611 -7%
LP
321
LMR Partners
United Kingdom
$2.55M +$2.75M +20,477 New
CIP
322
Chartwell Investment Partners
Pennsylvania
$2.54M -$10.1K -75 -0.4%
TPCM
323
Three Peaks Capital Management
Colorado
$2.53M -$3.29M -24,502 -55%
PGCM
324
Prescott Group Capital Management
Oklahoma
$2.49M -$2.01M -15,000 -43%
Envestnet Asset Management
325
Envestnet Asset Management
Illinois
$2.48M +$2.47M +18,398 +1,230%
11 12
13
14 15

HCA Hedge Fund Activity: Q4 2018 in Review

700 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q4 2018, worth a combined $30.1B — down 11% from $33.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new HCA positions and 59 closed out — a net gain of 48 holders — while 255 added to existing stakes and 243 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $289M. The largest seller was Harris Associates, cutting an estimated $783M.

  • 700 institutional investors held HCA Healthcare (HCA) as of Q4 2018, up from 657 in Q3 2018.
  • Funds reported $30.1B of HCA Healthcare stock for Q4 2018, down 11% quarter-over-quarter.
  • 107 funds opened new HCA Healthcare positions in Q4 2018 and 59 closed out, a net change of +48 holders.
  • The largest HCA Healthcare buyer in Q4 2018 was T. Rowe Price Associates, an estimated $289M added.
  • The largest HCA Healthcare seller in Q4 2018 was Harris Associates, an estimated $783M sold.

Based on aggregated 13F filings for Q4 2018.