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HCA Healthcare
HCA

360 hedge funds and large institutions have $15B invested in HCA Healthcare in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 142 increasing their positions, 140 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $12.4B → $15B (+$2.54B)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

1% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 140

0.18% more ownership

Funds ownership: 77.47% → 77.65% (+0.18%)

5% less funds holding

Funds holding: 380 → 360 (-20)

22% less call options, than puts

Call options by funds: $111M | Put options by funds: $143M

32% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 53

Holders
360
Holders Change
-20
Holders Change %
-5.26%
% of All Funds
11.67%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.65%
New
36
Increased
142
Reduced
140
Closed
53
Calls
$111M
Puts
$143M
Net Calls
-$32.1M
Net Calls Change
-$111M

Top Buyers

Rank Fund Capital Flow
1
LP
Longview Partners
Guernsey
+$411M
2
Invesco
Invesco
Georgia
+$116M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$109M
4
CM
Corvex Management
New York
+$80.9M
5
CLG
Cooperman Leon G
+$74.8M

Top Sellers

Rank Fund Capital Flow
1
FAM
Fred Alger Management
New York
-$126M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$87.8M
3
MC
Maverick Capital
Texas
-$80.1M
4
CC
Carlson Capital
Texas
-$73.1M
5
SG
StepStone Group
California
-$68.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
401
Twin Capital Management
Pennsylvania
– -$343K -9,520 Closed
FMBTD
402
First Midwest Bank Trust Division
Illinois
– -$335K -9,297 Closed
SH
403
Scepter Holdings
Texas
– -$325K -9,000 Closed
VRS
404
Virginia Retirement Systems
Virginia
– -$302K -8,371 Closed
HAM
405
Highstreet Asset Management
Ontario, Canada
– -$263K -7,287 Closed
Parallax Volatility Advisers
406
Parallax Volatility Advisers
California
– -$268K -6,865 Closed
PM
407
Parametrica Management
Hong Kong
– -$235K -6,507 Closed
CCM
408
Cupps Capital Management
Illinois
– -$97K -2,700 Closed
MFS
409
MSI Financial Services
Massachusetts
– -$26K -734 Closed
FHB
410
First Hawaiian Bank
Hawaii
– -$13K -349 Closed
LWA
411
Lenox Wealth Advisors
New York
– -$7K -190 Closed
FHA
412
First Horizon Advisors
Tennessee
– -$2K -67 Closed
JIR
413
James Investment Research
Ohio
– -$1K -17 Closed
13 14 15 16
17

HCA Hedge Fund Activity: Q3 2013 in Review

360 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q3 2013, worth a combined $15B — up 20% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of HCA and 36 opened new positions — a net loss of 17 holders — while 140 trimmed existing stakes and 142 added.

The largest buyer was Longview Partners, opening a new position worth an estimated $411M. The largest seller was Fred Alger Management, cutting an estimated $126M.

  • 360 institutional investors held HCA Healthcare (HCA) as of Q3 2013, down from 380 in Q2 2013.
  • Funds reported $15B of HCA Healthcare stock for Q3 2013, up 20% quarter-over-quarter.
  • 36 funds opened new HCA Healthcare positions in Q3 2013 and 53 closed out, a net change of -17 holders.
  • The largest HCA Healthcare buyer in Q3 2013 was Longview Partners, an estimated $411M added.
  • The largest HCA Healthcare seller in Q3 2013 was Fred Alger Management, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2013.