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HCA Healthcare

529 hedge funds and large institutions have $21.5B invested in HCA Healthcare in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 172 increasing their positions, 221 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.2% more ownership

Funds ownership: 73.6%74.79% (+1.2%)

7% less funds holding

Funds holding: 570529 (-41)

9% less capital invested

Capital invested by funds: $23.5B → $21.5B (-$2.05B)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

22% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 221

28% less call options, than puts

Call options by funds: $193M | Put options by funds: $268M

40% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 81

Holders
529
Holders Change
-41
Holders Change %
-7.19%
% of All Funds
13.19%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.47%
New
49
Increased
172
Reduced
221
Closed
81
Calls
$193M
Puts
$268M
Net Calls
-$74.7M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
426
Advisor Group
Arizona
$260K -$152K -1,886 -37%
GC
427
Gratry & Company
Ohio
$257K
EGA
428
E&G Advisors
Texas
$255K -$96.5K -1,200 -27%
SQA
429
Simon Quick Advisors
New Jersey
$251K +$254K +3,155 New
FIM
430
Freedom Investment Management
Connecticut
$249K -$64.9K -807 -20%
FLPIM
431
F.L. Putnam Investment Management
Massachusetts
$248K +$250K +3,110 New
Susquehanna International Group
432
Susquehanna International Group
Pennsylvania
$245K +$247K +3,077 New
TMAM
433
Tokio Marine Asset Management
Japan
$244K -$44.2K -550 -15%
BFM
434
Boothbay Fund Management
New York
$223K -$344K -4,280 -60%
KeyBank National Association
435
KeyBank National Association
Ohio
$219K -$9.49K -118 -4%
HFS
436
HL Financial Services
Kentucky
$214K
CTC
437
Central Trust Company
Missouri
$211K -$13.8K -171 -6%
SLF
438
Sun Life Financial
Ontario, Canada
$170K +$4.26K +53 +3%
ASN
439
Advisory Services Network
Georgia
$160K +$138K +1,720 +583%
FMLI
440
Fukoku Mutual Life Insurance
Japan
$159K -$8.04K -100 -5%
BTIS
441
BB&T Investment Services
North Carolina
$141K +$10.9K +136 +8%
NAMA
442
Nikko Asset Management Americas
New York
$119K +$121K +1,500 New
IA
443
IFP Advisors
Florida
$118K -$2.33K -29 -2%
LF
444
Lee Financial
Texas
$114K
FPFS
445
First Personal Financial Services
North Carolina
$103K
VIA
446
Virtus Investment Advisers
Connecticut
$101K -$10.9K -135 -10%
WAM
447
Wealthspire Advisors (Maryland)
Maryland
$93K -$5.31K -66 -5%
SSB
448
Sandy Spring Bank
Maryland
$90K
BONST
449
Bank of Nova Scotia Trust
Ontario, Canada
$88K +$88.7K +1,103 New
CFG
450
Citizens Financial Group
Rhode Island
$84K -$7.24K -90 -8%

HCA Hedge Fund Activity: Q3 2017 in Review

529 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q3 2017, worth a combined $21.5B — down 8.7% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of HCA and 49 opened new positions — a net loss of 32 holders — while 221 trimmed existing stakes and 172 added.

The largest buyer was Harris Associates, adding an estimated $193M. The largest seller was Wellington Management Group, cutting an estimated $238M.

  • 529 institutional investors held HCA Healthcare (HCA) as of Q3 2017, down from 570 in Q2 2017.
  • Funds reported $21.5B of HCA Healthcare stock for Q3 2017, down 8.7% quarter-over-quarter.
  • 49 funds opened new HCA Healthcare positions in Q3 2017 and 81 closed out, a net change of -32 holders.
  • The largest HCA Healthcare buyer in Q3 2017 was Harris Associates, an estimated $193M added.
  • The largest HCA Healthcare seller in Q3 2017 was Wellington Management Group, an estimated $238M sold.

Based on aggregated 13F filings for Q3 2017.