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HCA Healthcare
HCA

707 hedge funds and large institutions have $21.1B invested in HCA Healthcare in 2020 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 252 increasing their positions, 261 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 24 → 32 (+8)

9% more call options, than puts

Call options by funds: $190M | Put options by funds: $174M

1% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 115

0.85% less ownership

Funds ownership: 70.39% → 69.54% (-0.85%)

3% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 261

1% less funds holding

Funds holding: 716 → 707 (-9)

40% less capital invested

Capital invested by funds: $35.2B → $21.1B (-$14.1B)

Holders
707
Holders Change
-9
Holders Change %
-1.26%
% of All Funds
15.58%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.71%
New
116
Increased
252
Reduced
261
Closed
115
Calls
$190M
Puts
$174M
Net Calls
+$15.4M
Net Calls Change
+$49.4M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$337M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$336M
3
BWA
Brave Warrior Advisors
New York
+$179M
4
C
Consulta
United Kingdom
+$136M
5
LCM
Lakewood Capital Management
New York
+$89.7M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$555M
2
GCM
Glenview Capital Management
New York
-$408M
3
APG Asset Management
APG Asset Management
Netherlands
-$270M
4
Goldman Sachs
Goldman Sachs
New York
-$195M
5
MWNA
Marshall Wace North America
New York
-$189M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
351
Boothbay Fund Management
New York
$1.47M +$1.79M +13,803 +552%
BGC
352
Blue Grotto Capital
Georgia
$1.45M +$2.09M +16,124 New
RFA
353
Reilly Financial Advisors
California
$1.41M -$17.7K -137 -0.9%
US Bancorp
354
US Bancorp
Minnesota
$1.4M -$275K -2,121 -12%
RCC
355
Red Cedar Capital
Nebraska
$1.39M +$2.01M +15,500 New
B
356
Barings
North Carolina
$1.39M – – –
QC
357
Quadrature Capital
United Kingdom
$1.37M -$5.38M -41,567 -73%
WCM
358
Wunderlich Capital Managemnt
Tennessee
$1.36M -$79.2K -612 -4%
MAM
359
Meeder Asset Management
Ohio
$1.35M +$1.15M +8,885 +143%
PG
360
Pendal Group
Australia
$1.28M -$1.84M -14,185 -50%
NMIMC
361
Northwestern Mutual Investment Management Company
Wisconsin
$1.24M +$456K +3,520 +34%
JG
362
Jefferies Group
New York
$1.23M +$1.76M +13,577 +15,606%
WG
363
Winton Group
United Kingdom
$1.22M +$1.75M +13,550 New
Cambridge Investment Research Advisors
364
Cambridge Investment Research Advisors
Iowa
$1.2M +$50.6K +391 +3%
KA
365
Kintegral Advisory
New York
$1.18M +$191K +1,475 +13%
AAIM
366
American Assets Investment Management
California
$1.17M – – –
Mackenzie Financial
367
Mackenzie Financial
Ontario, Canada
$1.15M +$799K +6,169 +94%
AC
368
Allstate Corporation
Illinois
$1.15M -$2.39M -18,453 -59%
ETM
369
Euclidean Technologies Management
Washington
$1.13M – – –
Osaic Holdings
370
Osaic Holdings
Arizona
$1.11M +$2.15M +16,638 New
AC
371
Asio Capital
Kentucky
$1.11M +$623K +4,809 +64%
TAM
372
Tocqueville Asset Management
New York
$1.09M +$1.58M +12,185 New
PC
373
PA Capital
Virginia
$1.09M +$1.58M +12,188 New
SAM
374
Shell Asset Management
Netherlands
$1.09M -$142K -1,100 -8%
RCIM
375
Russell Clark Investment Management
United Kingdom
$1.08M – – –
13 14
15
16 17

HCA Hedge Fund Activity: Q1 2020 in Review

707 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q1 2020, worth a combined $21.1B — down 40% from $35.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new HCA positions and 115 closed out — a net gain of 1 holder — while 252 added to existing stakes and 261 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $337M. The largest seller was Fidelity Investments, cutting an estimated $555M.

  • 707 institutional investors held HCA Healthcare (HCA) as of Q1 2020, down from 716 in Q4 2019.
  • Funds reported $21.1B of HCA Healthcare stock for Q1 2020, down 40% quarter-over-quarter.
  • 116 funds opened new HCA Healthcare positions in Q1 2020 and 115 closed out, a net change of +1 holder.
  • The largest HCA Healthcare buyer in Q1 2020 was T. Rowe Price Associates, an estimated $337M added.
  • The largest HCA Healthcare seller in Q1 2020 was Fidelity Investments, an estimated $555M sold.

Based on aggregated 13F filings for Q1 2020.