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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
DILIC
326
Dai-ichi Life Insurance Company
Japan
$2.45M -$55.7K -415 -2%
BAM
327
Brave Asset Management
New Jersey
$2.36M -$95.7K -713 -4%
SMDAM
328
Sumitomo Mitsui DS Asset Management
Japan
$2.31M -$122K -908 -5%
WAM
329
World Asset Management
Michigan
$2.29M -$125K -934 -5%
Wealth Enhancement Advisory Services
330
Wealth Enhancement Advisory Services
Minnesota
$2.24M +$2.24M +16,677 New
Stifel Financial
331
Stifel Financial
Missouri
$2.22M -$81.9K -610 -3%
RAM
332
Redmond Asset Management
Virginia
$2.18M -$569K -4,242 -19%
SIM
333
Sentry Investment Management
Wisconsin
$2.15M -$57.6K -429 -2%
VI
334
Versor Investments
New York
$2.15M +$1.42M +10,591 +158%
B
335
Barings
North Carolina
$2.15M -$399K -2,970 -15%
RFA
336
Reilly Financial Advisors
California
$2.14M +$67.8K +505 +3%
N
337
Nuveen
North Carolina
$2.12M +$27.9K +208 +1%
CCM
338
Condor Capital Management
New Jersey
$2.1M -$24.3K -181 -1%
ETM
339
Euclidean Technologies Management
Washington
$2.05M – – –
Jennison Associates
340
Jennison Associates
New York
$2.04M -$247K -1,838 -10%
CIP
341
Convergence Investment Partners
Florida
$2.01M +$836K +6,230 +63%
QC
342
Quadrature Capital
United Kingdom
$2M +$2.16M +16,103 New
II
343
IFM Investors
Australia
$2M +$181K +1,348 +9%
Baird Financial Group
344
Baird Financial Group
Wisconsin
$1.99M +$60K +447 +3%
Credit Agricole
345
Credit Agricole
France
$1.92M +$2.07M +15,400 New
WCM
346
Wunderlich Capital Managemnt
Tennessee
$1.91M -$12.5K -93 -0.6%
MYAM
347
Meiji Yasuda Asset Management
Japan
$1.85M -$213K -1,590 -10%
COPPSERS
348
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.82M -$1.01M -7,505 -34%
OA
349
Oxbow Advisors
Texas
$1.79M -$2.14M -15,943 -53%
DT
350
Diversified Trust
Tennessee
$1.78M +$403 +3 +0%
12 13
14
15 16

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.