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HCA Healthcare

822 hedge funds and large institutions have $46B invested in HCA Healthcare in 2021 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 292 increasing their positions, 291 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 65

6% more capital invested

Capital invested by funds: $43.4B → $46B (+$2.52B)

5% more funds holding

Funds holding: 786822 (+36)

0% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 291

1.24% less ownership

Funds ownership: 68.52%67.28% (-1.2%)

9% less funds holding in top 10

Funds holding in top 10: 3229 (-3)

31% less call options, than puts

Call options by funds: $240M | Put options by funds: $347M

Holders
822
Holders Change
+36
Holders Change %
+4.58%
% of All Funds
14.31%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.5%
New
107
Increased
292
Reduced
291
Closed
65
Calls
$240M
Puts
$347M
Net Calls
-$107M
Net Calls Change
-$257M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
351
Creative Planning
Kansas
$2.75M +$288K +1,413 +12%
RFA
352
Reilly Financial Advisors
California
$2.72M +$7.13K +35 +0.3%
OLA
353
Oliver Luxxe Assets
New Jersey
$2.71M -$1.56M -7,662 -37%
APC
354
Aristotle Pacific Capital
California
$2.69M -$2.49M -12,219 -48%
TP
355
Tranquility Partners
Tennessee
$2.69M +$1.02K +5 +0%
CIP
356
Chartwell Investment Partners
Pennsylvania
$2.65M +$762K +3,737 +41%
KA
357
Kintegral Advisory
New York
$2.64M
SW
358
SVB Wealth
Massachusetts
$2.64M +$325K +1,594 +14%
SLI
359
Sumitomo Life Insurance
Japan
$2.58M -$396K -1,942 -13%
RDWM
360
Red Door Wealth Management
Tennessee
$2.53M +$262K +1,285 +12%
CPC
361
Congress Park Capital
New York
$2.52M -$133K -655 -5%
HI
362
Horizon Investments
North Carolina
$2.5M -$318K -1,562 -11%
JI
363
Jeereddi Investments
California
$2.48M -$1.03M -5,044 -30%
RCIM
364
Russell Clark Investment Management
United Kingdom
$2.48M
CAM
365
Centre Asset Management
New York
$2.48M -$104K -510 -4%
BMSSC
366
B. Metzler seel. Sohn & Co
Germany
$2.48M -$1.33M -6,533 -35%
Vontobel Holding
367
Vontobel Holding
Switzerland
$2.47M +$302K +1,480 +14%
NMIMC
368
Northwestern Mutual Investment Management Company
Wisconsin
$2.47M -$17.1K -84 -0.7%
AP
369
Advisors Preferred
Maryland
$2.45M +$1.21M +5,957 +107%
WGCA
370
Wolf Group Capital Advisors
Virginia
$2.44M -$68.5K -336 -3%
WAM
371
Wakefield Asset Management
Colorado
$2.42M +$2.39M +11,729 New
CIC
372
Cornercap Investment Counsel
Georgia
$2.41M +$279K +1,369 +13%
ECG
373
Edge Capital Group
Georgia
$2.39M -$450K -2,206 -16%
SI
374
Symmetry Investments
Jersey
$2.37M +$502K +2,461 +27%
AI
375
Atria Investments
North Carolina
$2.37M +$397K +1,947 +20%

HCA Hedge Fund Activity: Q2 2021 in Review

822 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q2 2021, worth a combined $46B — up 5.8% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new HCA positions and 65 closed out — a net gain of 42 holders — while 292 added to existing stakes and 291 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $210M. The largest seller was T. Rowe Price Associates, cutting an estimated $310M.

  • 822 institutional investors held HCA Healthcare (HCA) as of Q2 2021, up from 786 in Q1 2021.
  • Funds reported $46B of HCA Healthcare stock for Q2 2021, up 5.8% quarter-over-quarter.
  • 107 funds opened new HCA Healthcare positions in Q2 2021 and 65 closed out, a net change of +42 holders.
  • The largest HCA Healthcare buyer in Q2 2021 was Fidelity Investments, an estimated $210M added.
  • The largest HCA Healthcare seller in Q2 2021 was T. Rowe Price Associates, an estimated $310M sold.

Based on aggregated 13F filings for Q2 2021.