We are live on ! Find out more
HCA icon

HCA Healthcare

564 hedge funds and large institutions have $22.6B invested in HCA Healthcare in 2017 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 151 increasing their positions, 242 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 57

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

7% more funds holding

Funds holding: 529564 (+35)

5% more capital invested

Capital invested by funds: $21.5B → $22.6B (+$1.07B)

2.04% less ownership

Funds ownership: 74.79%72.75% (-2%)

38% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 242

43% less call options, than puts

Call options by funds: $243M | Put options by funds: $427M

Holders
564
Holders Change
+35
Holders Change %
+6.62%
% of All Funds
12.79%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.48%
New
99
Increased
151
Reduced
242
Closed
57
Calls
$243M
Puts
$427M
Net Calls
-$184M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
401
Advisor Partners
California
$413K +$42.4K +528 +13%
IHL
402
Investment House LLC
California
$411K -$265K -3,300 -41%
PIM
403
Profit Investment Management
Maryland
$411K
CIC
404
Cornercap Investment Counsel
Georgia
$410K -$4.15M -51,714 -92%
FWM
405
Frontier Wealth Management
Missouri
$398K +$364K +4,536 New
FIM
406
Freedom Investment Management
Connecticut
$390K +$105K +1,308 +42%
LNWWM
407
Laird Norton Wetherby Wealth Management
California
$389K +$26K +324 +8%
ECM
408
Everence Capital Management
Indiana
$387K -$272K -3,380 -43%
Fuller & Thaler Asset Management
409
Fuller & Thaler Asset Management
California
$386K
BWAM
410
Boyd Watterson Asset Management
Ohio
$385K -$450K -5,600 -56%
BF
411
BOK Financial
Oklahoma
$383K +$8.92K +111 +3%
SBIA
412
Sheaff Brock Investment Advisors
Indiana
$381K -$29.3K -365 -8%
Janney Montgomery Scott
413
Janney Montgomery Scott
Pennsylvania
$372K +$4.42K +55 +1%
TAM
414
Tiverton Asset Management
Delaware
$369K +$337K +4,196 New
Group One Trading
415
Group One Trading
Illinois
$367K +$33.5K +417 +11%
RFS
416
Rockefeller Financial Services
New York
$364K -$18.5K -230 -5%
S
417
SimplyRich
California
$356K +$326K +4,053 New
FCFC
418
First Commonwealth Financial Corp
Pennsylvania
$355K -$103K -1,284 -24%
W
419
Wealthfront
California
$353K +$7.63K +95 +2%
DS
420
DRW Securities
Illinois
$348K +$318K +3,960 New
MYAM
421
Meiji Yasuda Asset Management
Japan
$339K
SM
422
Sciencast Management
New Jersey
$331K +$287K +3,568 New
BFM
423
Boothbay Fund Management
New York
$325K +$72K +896 +32%
CS
424
Comerica Securities
Michigan
$315K
SQA
425
Simon Quick Advisors
New Jersey
$313K -$4.82K -60 -2%

HCA Hedge Fund Activity: Q4 2017 in Review

564 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q4 2017, worth a combined $22.6B — up 5% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HCA positions and 57 closed out — a net gain of 42 holders — while 151 added to existing stakes and 242 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $376M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.02B.

  • 564 institutional investors held HCA Healthcare (HCA) as of Q4 2017, up from 529 in Q3 2017.
  • Funds reported $22.6B of HCA Healthcare stock for Q4 2017, up 5% quarter-over-quarter.
  • 99 funds opened new HCA Healthcare positions in Q4 2017 and 57 closed out, a net change of +42 holders.
  • The largest HCA Healthcare buyer in Q4 2017 was Magellan Asset Management, an estimated $376M added.
  • The largest HCA Healthcare seller in Q4 2017 was T. Rowe Price Associates, an estimated $1.02B sold.

Based on aggregated 13F filings for Q4 2017.