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HCA Healthcare

1,126 hedge funds and large institutions have $54.6B invested in HCA Healthcare in 2024 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 362 increasing their positions, 421 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 66

34% more call options, than puts

Call options by funds: $681M | Put options by funds: $510M

18% more capital invested

Capital invested by funds: $46.1B → $54.6B (+$8.43B)

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

7% more funds holding

Funds holding: 1,0561,126 (+70)

1.7% less ownership

Funds ownership: 63.64%61.94% (-1.7%)

14% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 421

Holders
1,126
Holders Change
+70
Holders Change %
+6.63%
% of All Funds
16.22%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.56%
New
154
Increased
362
Reduced
421
Closed
66
Calls
$681M
Puts
$510M
Net Calls
+$171M
Net Calls Change
+$284M
Name Holding Trade Value Shares
Change
Change in
Stake
AFWM
301
AMJ Financial Wealth Management
Virginia
$6.68M -$45.5K -149 -0.7%
CWM
302
CIBC World Markets
New York
$6.67M -$1.73M -5,652 -22%
RJT
303
Raymond James Trust
Florida
$6.66M -$6.72K -22 -0.1%
RDWM
304
Red Door Wealth Management
Tennessee
$6.63M +$269K +881 +5%
SIA
305
Sit Investment Associates
Minnesota
$6.47M -$2.8M -9,166 -32%
WHG
306
Westwood Holdings Group
Texas
$6.46M +$2.75K +9 +0%
OC
307
Oppenheimer & Co
New York
$6.44M +$1.05M +3,423 +22%
CI Investments Inc
308
CI Investments Inc
Ontario, Canada
$6.36M +$388K +1,269 +7%
HighTower Advisors
309
HighTower Advisors
Illinois
$6.34M -$357K -1,169 -6%
CIBC World Market
310
CIBC World Market
Ontario, Canada
$6.34M +$441K +1,442 +8%
KC
311
Kingfisher Capital
North Carolina
$6.26M -$91.1K -298 -2%
Cetera Investment Advisers
312
Cetera Investment Advisers
Illinois
$6.26M +$3.85M +12,608 +205%
HEIP
313
Hudson Edge Investment Partners
New Jersey
$6.12M -$720K -2,357 -11%
EMPI
314
Elo Mutual Pension Insurance
Finland
$6.12M +$163K +532 +3%
CSS
315
Cubist Systematic Strategies
Connecticut
$6.11M +$5.6M +18,329 New
BAMCO Inc
316
BAMCO Inc
New York
$6.1M
LG
317
Leuthold Group
Minnesota
$6.09M -$3.06K -10 -0.1%
Cambridge Investment Research Advisors
318
Cambridge Investment Research Advisors
Iowa
$5.97M +$2.75M +9,001 +101%
SGH
319
Sivik Global Healthcare
Connecticut
$5.84M -$6.88M -22,500 -56%
AC
320
Asio Capital
Kentucky
$5.8M +$12.5K +41 +0.2%
TSW
321
Thompson Siegel & Walmsley
Virginia
$5.8M +$153K +500 +3%
Kovitz Investment Group Partners
322
Kovitz Investment Group Partners
Illinois
$5.78M -$370K -1,212 -7%
GIBU
323
Gulf International Bank (UK)
United Kingdom
$5.68M +$29K +95 +0.6%
MHI
324
Miller Howard Investments
New York
$5.67M +$57.5K +188 +1%
OPERF
325
Oregon Public Employees Retirement Fund
Oregon
$5.63M +$428K +1,400 +9%

HCA Hedge Fund Activity: Q1 2024 in Review

1,126 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q1 2024, worth a combined $54.6B — up 18% from $46.1B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new HCA positions and 66 closed out — a net gain of 88 holders — while 362 added to existing stakes and 421 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $403M. The largest seller was Morgan Stanley, cutting an estimated $605M.

  • 1,126 institutional investors held HCA Healthcare (HCA) as of Q1 2024, up from 1,056 in Q4 2023.
  • Funds reported $54.6B of HCA Healthcare stock for Q1 2024, up 18% quarter-over-quarter.
  • 154 funds opened new HCA Healthcare positions in Q1 2024 and 66 closed out, a net change of +88 holders.
  • The largest HCA Healthcare buyer in Q1 2024 was Wellington Management Group, an estimated $403M added.
  • The largest HCA Healthcare seller in Q1 2024 was Morgan Stanley, an estimated $605M sold.

Based on aggregated 13F filings for Q1 2024.