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HCA Healthcare

506 hedge funds and large institutions have $23.8B invested in HCA Healthcare in 2014 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 169 increasing their positions, 189 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 44

26% more funds holding in top 10

Funds holding in top 10: 3544 (+9)

24% more capital invested

Capital invested by funds: $19.2B → $23.8B (+$4.62B)

13% more funds holding

Funds holding: 448506 (+58)

0.47% more ownership

Funds ownership: 76.64%77.1% (+0.47%)

11% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 189

36% less call options, than puts

Call options by funds: $194M | Put options by funds: $304M

Holders
506
Holders Change
+58
Holders Change %
+12.95%
% of All Funds
14.68%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
1.28%
New
107
Increased
169
Reduced
189
Closed
44
Calls
$194M
Puts
$304M
Net Calls
-$110M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
376
Daiwa Securities Group
Japan
$817K +$230K +3,480 +43%
IMS
377
Index Management Solutions
Pennsylvania
$812K -$302K -4,566 -28%
SIM
378
Spark Investment Management
New York
$810K +$760K +11,500 New
HIMCH
379
Hartford Investment Management Co (HIMCO)
Connecticut
$795K -$186K -2,810 -20%
CIM
380
Calvert Investment Management
Maryland
$783K +$734K +11,100 New
MLICM
381
Metropolitan Life Insurance Company (MetLife)
New York
$782K +$14.1K +213 +2%
PCM
382
Palisade Capital Management
New Jersey
$763K -$190K -2,869 -21%
NA
383
Navellier & Associates
Nevada
$752K +$705K +10,665 New
FAAS
384
First Allied Advisory Services
California
$750K +$705K +10,673 New
SIC
385
Salem Investment Counselors
North Carolina
$746K +$8.26K +125 +1%
JG
386
Jefferies Group
New York
$710K +$85.1K +1,288 +15%
RP
387
Raiff Partners
New York
$705K -$7.93M -120,000 -92%
AAP
388
Ardsley Advisory Partners
Connecticut
$705K -$165K -2,500 -20%
CBOA
389
Commonwealth Bank of Australia
Australia
$691K
Fuller & Thaler Asset Management
390
Fuller & Thaler Asset Management
California
$681K +$172K +2,600 +37%
TSW
391
Thompson Siegel & Walmsley
Virginia
$659K -$132K -2,000 -18%
GLA
392
Great Lakes Advisors
Illinois
$649K +$609K +9,209 New
CB
393
Chemical Bank
Michigan
$636K +$596K +9,023 New
GLRA
394
Gerald L. Ray & Associates
Texas
$635K
MYAM
395
Meiji Yasuda Asset Management
Japan
$625K -$87.9K -1,330 -13%
HIM
396
Hermes Investment Management
United Kingdom
$621K
MAM
397
Majedie Asset Management
United Kingdom
$618K +$121K +1,829 +26%
PC
398
Pier Capital
Connecticut
$612K +$573K +8,675 New
GC
399
Gratry & Company
Ohio
$586K +$550K +8,315 New
AA
400
ALPS Advisors
Colorado
$585K +$549K +8,300 New

HCA Hedge Fund Activity: Q3 2014 in Review

506 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q3 2014, worth a combined $23.8B — up 24% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new HCA positions and 44 closed out — a net gain of 63 holders — while 169 added to existing stakes and 189 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $256M. The largest seller was Wellington Management Group, cutting an estimated $299M.

  • 506 institutional investors held HCA Healthcare (HCA) as of Q3 2014, up from 448 in Q2 2014.
  • Funds reported $23.8B of HCA Healthcare stock for Q3 2014, up 24% quarter-over-quarter.
  • 107 funds opened new HCA Healthcare positions in Q3 2014 and 44 closed out, a net change of +63 holders.
  • The largest HCA Healthcare buyer in Q3 2014 was Fidelity Investments, an estimated $256M added.
  • The largest HCA Healthcare seller in Q3 2014 was Wellington Management Group, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2014.