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HCA Healthcare

448 hedge funds and large institutions have $19.2B invested in HCA Healthcare in 2014 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 182 increasing their positions, 148 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

23% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 148

10% more funds holding

Funds holding: 409448 (+39)

9% more funds holding in top 10

Funds holding in top 10: 3235 (+3)

4% more capital invested

Capital invested by funds: $18.3B → $19.2B (+$818M)

0.16% less ownership

Funds ownership: 76.79%76.64% (-0.16%)

32% less call options, than puts

Call options by funds: $153M | Put options by funds: $224M

Holders
448
Holders Change
+39
Holders Change %
+9.54%
% of All Funds
12.88%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
1.01%
New
73
Increased
182
Reduced
148
Closed
32
Calls
$153M
Puts
$224M
Net Calls
-$71.9M
Net Calls Change
-$62.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
376
Comerica Securities
Michigan
$437K
DFIM
377
Detwiler Fenton Investment Management
Massachusetts
$436K +$408K +7,725 New
NBC
378
Neuberger Berman Canada
Ontario, Canada
$434K -$127K -2,400 -24%
GF
379
Gerstein Fisher
New York
$424K -$4.17K -79 -1%
TFA
380
Transamerica Financial Advisors
Florida
$423K +$396K +7,512 New
Stifel Financial
381
Stifel Financial
Missouri
$419K +$51.3K +973 +15%
SEC
382
Seven Eight Capital
New York
$412K -$248K -4,700 -39%
Fuller & Thaler Asset Management
383
Fuller & Thaler Asset Management
California
$397K
MAM
384
Majedie Asset Management
United Kingdom
$391K +$366K +6,932 New
AB
385
Amalgamated Bank
New York
$384K +$41K +777 +13%
CG
386
Clinton Group
New York
$369K +$345K +6,540 New
SAM
387
Silphium Asset Management
United Kingdom
$369K +$345K +6,543 New
FMT
388
First Mercantile Trust
Tennessee
$355K +$26.7K +507 +9%
VRS
389
Virginia Retirement Systems
Virginia
$354K -$3.75K -71 -1%
PG
390
PEAK6 Group
Illinois
$352K -$2.29M -43,393 -87%
PAS
391
Professional Advisory Services
Florida
$339K +$317K +6,014 New
EOJOAM
392
E. Ohman J:or Asset Management
Sweden
$333K
AHC
393
Adell Harriman & Carpenter
Texas
$333K +$311K +5,900 New
TC
394
TradeLink Capital
Illinois
$324K
PNC Financial Services Group
395
PNC Financial Services Group
Pennsylvania
$307K -$16.4K -310 -5%
Rafferty Asset Management
396
Rafferty Asset Management
New York
$284K +$266K +5,035 New
SOAMC
397
Spirit of America Management Corp
New York
$254K
BRWA
398
B. Riley Wealth Advisors
Florida
$241K +$227K +4,309 +101%
EMG
399
Ellington Management Group
Connecticut
$231K -$438K -8,300 -67%
1SB
400
1ST Source Bank
Indiana
$231K +$217K +4,105 New

HCA Hedge Fund Activity: Q2 2014 in Review

448 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q2 2014, worth a combined $19.2B — up 4.5% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new HCA positions and 32 closed out — a net gain of 41 holders — while 182 added to existing stakes and 148 trimmed.

The largest buyer was First Eagle Investment Management, opening a new position worth an estimated $156M. The largest seller was Bain Capital Investors, cutting an estimated $780M.

  • 448 institutional investors held HCA Healthcare (HCA) as of Q2 2014, up from 409 in Q1 2014.
  • Funds reported $19.2B of HCA Healthcare stock for Q2 2014, up 4.5% quarter-over-quarter.
  • 73 funds opened new HCA Healthcare positions in Q2 2014 and 32 closed out, a net change of +41 holders.
  • The largest HCA Healthcare buyer in Q2 2014 was First Eagle Investment Management, an estimated $156M added.
  • The largest HCA Healthcare seller in Q2 2014 was Bain Capital Investors, an estimated $780M sold.

Based on aggregated 13F filings for Q2 2014.