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HCA Healthcare
HCA

786 hedge funds and large institutions have $43.4B invested in HCA Healthcare in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 286 increasing their positions, 276 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $360M | Put options by funds: $210M

18% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 84

10% more capital invested

Capital invested by funds: $39.5B → $43.4B (+$3.9B)

3% more funds holding in top 10

Funds holding in top 10: 31 → 32 (+1)

1% more funds holding

Funds holding: 778 → 786 (+8)

4% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 276

1.69% less ownership

Funds ownership: 70.22% → 68.52% (-1.7%)

Holders
786
Holders Change
+8
Holders Change %
+1.03%
% of All Funds
13.8%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.56%
New
99
Increased
286
Reduced
276
Closed
84
Calls
$360M
Puts
$210M
Net Calls
+$150M
Net Calls Change
+$169M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$445M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$299M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$160M
4
AAMU
Amundi Asset Management US
Massachusetts
+$68.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$55.5M

Top Sellers

1
LP
Longview Partners
Guernsey
-$379M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$297M
3
BlackRock
BlackRock
New York
-$204M
4
Citadel Advisors
Citadel Advisors
Florida
-$182M
5
Ameriprise
Ameriprise
Minnesota
-$149M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
351
Horizon Investments
North Carolina
$2.57M +$2.4M +13,630 New
SI
352
Stephens Inc
Arkansas
$2.54M -$129K -734 -5%
RFA
353
Reilly Financial Advisors
California
$2.47M -$670K -3,799 -22%
TP
354
Tranquility Partners
Tennessee
$2.45M -$71.2K -404 -3%
CPC
355
Congress Park Capital
New York
$2.42M +$5.29K +30 +0.2%
ACM
356
Argent Capital Management
Missouri
$2.41M +$13.4K +76 +0.6%
KA
357
Kintegral Advisory
New York
$2.4M – – –
CC
358
Cipher Capital
New York
$2.4M +$1.87M +10,632 +507%
PAS
359
Park Avenue Securities
New York
$2.37M +$133K +756 +6%
CAM
360
Centre Asset Management
New York
$2.36M -$152K -860 -6%
EOJOAM
361
E. Ohman J:or Asset Management
Sweden
$2.35M +$247K +1,400 +13%
BAAM
362
Baker Avenue Asset Management
California
$2.34M -$81.8K -464 -4%
WGCA
363
Wolf Group Capital Advisors
Virginia
$2.29M +$8.46K +48 +0.4%
NMIMC
364
Northwestern Mutual Investment Management Company
Wisconsin
$2.26M -$435K -2,464 -17%
RCIM
365
Russell Clark Investment Management
United Kingdom
$2.26M – – –
Creative Planning
366
Creative Planning
Kansas
$2.24M +$46.9K +266 +2%
Janney Montgomery Scott
367
Janney Montgomery Scott
Pennsylvania
$2.22M +$465K +2,638 +29%
LSA
368
L & S Advisors
California
$2.22M +$2.07M +11,766 New
BAM
369
Blueshift Asset Management
New Jersey
$2.14M +$1.54M +8,711 +328%
MAM
370
Meeder Asset Management
Ohio
$2.11M +$1.63M +9,265 +474%
SW
371
SVB Wealth
Massachusetts
$2.1M +$583K +3,304 +42%
RDWM
372
Red Door Wealth Management
Tennessee
$2.07M +$210K +1,191 +12%
TIM
373
Thompson Investment Management
Wisconsin
$2.07M – – –
EAM
374
Eagle Asset Management
Florida
$2.04M +$1.93M +10,969 New
PNC
375
Park National Corp
Ohio
$2.02M +$1.89M +10,731 New
13 14
15
16 17

HCA Hedge Fund Activity: Q1 2021 in Review

786 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q1 2021, worth a combined $43.4B — up 9.9% from $39.5B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HCA positions and 84 closed out — a net gain of 15 holders — while 286 added to existing stakes and 276 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $445M. The largest seller was Longview Partners, cutting an estimated $379M.

  • 786 institutional investors held HCA Healthcare (HCA) as of Q1 2021, up from 778 in Q4 2020.
  • Funds reported $43.4B of HCA Healthcare stock for Q1 2021, up 9.9% quarter-over-quarter.
  • 99 funds opened new HCA Healthcare positions in Q1 2021 and 84 closed out, a net change of +15 holders.
  • The largest HCA Healthcare buyer in Q1 2021 was JP Morgan Chase, an estimated $445M added.
  • The largest HCA Healthcare seller in Q1 2021 was Longview Partners, an estimated $379M sold.

Based on aggregated 13F filings for Q1 2021.