We are live on ! Find out more
HCA icon

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
Rafferty Asset Management
426
Rafferty Asset Management
New York
$378K +$21.6K +327 +6%
NAMA
427
Nikko Asset Management Americas
New York
$373K -$1.86M -28,100 -84%
V
428
Veritable
Delaware
$371K +$348K +5,268 New
AWM
429
Altavista Wealth Management
North Carolina
$370K +$347K +5,246 New
BRWA
430
B. Riley Wealth Advisors
Florida
$363K -$227K -3,440 -40%
FMT
431
First Mercantile Trust
Tennessee
$349K -$90.1K -1,363 -22%
WSA
432
Wall Street Associates
California
$346K +$324K +4,909 New
1SB
433
1ST Source Bank
Indiana
$342K +$49.6K +750 +18%
CAS
434
CTC Alternative Strategies
Illinois
$338K +$72.7K +1,100 +30%
AHC
435
Adell Harriman & Carpenter
Texas
$333K
CPA
436
Cowen Prime Advisors
New York
$324K -$489K -7,400 -62%
SOAMC
437
Spirit of America Management Corp
New York
$317K
CL
438
CFS LLC
Oklahoma
$301K +$158K +2,396 +128%
N
439
Nuveen
North Carolina
$294K +$276K +4,176 New
PG
440
Portola Group
California
$293K +$274K +4,150 New
SKK
441
Shepherd Kaplan Krochuk
Massachusetts
$286K +$268K +4,056 New
SFM
442
Signature Financial Management
Virginia
$284K +$267K +4,034 New
PG
443
PEAK6 Group
Illinois
$282K -$145K -2,200 -35%
HIM
444
Hillsdale Investment Management
Ontario, Canada
$279K +$261K +3,950 New
UR
445
USCA RIA
Texas
$275K +$258K +3,903 New
BC
446
Banced Corp
Illinois
$273K +$256K +3,875 New
GVT
447
Genesee Valley Trust
New York
$272K +$255K +3,864 New
WJA
448
Williams Jones & Associates
New York
$269K +$252K +3,810 New
CWM
449
Concert Wealth Management
California
$268K +$253K +3,821 New
WA
450
WFG Advisors
Texas
$267K +$9.91K +150 +4%

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.