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HCA Healthcare
HCA

786 hedge funds and large institutions have $43.4B invested in HCA Healthcare in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 286 increasing their positions, 276 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $360M | Put options by funds: $210M

18% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 84

10% more capital invested

Capital invested by funds: $39.5B → $43.4B (+$3.9B)

3% more funds holding in top 10

Funds holding in top 10: 31 → 32 (+1)

1% more funds holding

Funds holding: 778 → 786 (+8)

4% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 276

1.69% less ownership

Funds ownership: 70.22% → 68.52% (-1.7%)

Holders
786
Holders Change
+8
Holders Change %
+1.03%
% of All Funds
13.8%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.56%
New
99
Increased
286
Reduced
276
Closed
84
Calls
$360M
Puts
$210M
Net Calls
+$150M
Net Calls Change
+$169M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$445M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$299M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$160M
4
AAMU
Amundi Asset Management US
Massachusetts
+$68.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$55.5M

Top Sellers

1
LP
Longview Partners
Guernsey
-$379M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$297M
3
BlackRock
BlackRock
New York
-$204M
4
Citadel Advisors
Citadel Advisors
Florida
-$182M
5
Ameriprise
Ameriprise
Minnesota
-$149M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
426
Carret Asset Management
New York
$1.41M +$10.6K +60 +0.8%
KCM
427
Kendall Capital Management
Maryland
$1.41M -$88.2K -500 -6%
GCMG
428
Gyroscope Capital Management Group
Florida
$1.4M +$37.9K +215 +3%
KRSITF
429
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.37M +$13.6K +77 +1%
PHK
430
Point72 Hong Kong
Hong Kong
$1.35M +$1.27M +7,184 New
VFP
431
Verus Financial Partners
Virginia
$1.34M -$187K -1,059 -13%
AFS
432
Aft Forsyth & Sober
Florida
$1.34M +$582K +3,300 +87%
CB
433
Commerce Bank
Missouri
$1.32M +$195K +1,105 +19%
FFG
434
Fortem Financial Group
California
$1.3M +$2.12K +12 +0.2%
AIM
435
ARGA Investment Management
Connecticut
$1.27M -$451K -2,556 -27%
BC
436
Bridgefront Capital
Texas
$1.26M +$147K +836 +14%
ECM
437
Everence Capital Management
Indiana
$1.26M – – –
BCI
438
Brinker Capital Investments
Pennsylvania
$1.22M -$326K -1,849 -22%
ETM
439
Euclidean Technologies Management
Washington
$1.2M – – –
CCP
440
Corient Capital Partners
California
$1.17M +$70.2K +398 +7%
CHAM
441
Clear Harbor Asset Management
Connecticut
$1.16M -$3.7K -21 -0.3%
ATC
442
Argent Trust Co
Tennessee
$1.15M -$9.7K -55 -0.9%
CA
443
CapWealth Advisors
Tennessee
$1.14M -$54.7K -310 -5%
BC
444
Brookfield Corp
Ontario, Canada
$1.13M -$3.42M -19,400 -76%
SXL
445
Summit X LLC
Missouri
$1.13M -$18.5K -105 -2%
TFS
446
Thoroughbred Financial Services
Tennessee
$1.12M -$45K -255 -4%
CFGS
447
Concourse Financial Group Securities
Alabama
$1.12M +$47.4K +269 +5%
MYIA
448
Mount Yale Investment Advisors
Colorado
$1.07M +$42.7K +242 +4%
RI
449
Redwood Investments
Massachusetts
$1.06M -$503K -2,852 -34%
BS
450
Banco Santander
Spain
$1.06M -$93.1K -528 -9%
16 17
18
19 20

HCA Hedge Fund Activity: Q1 2021 in Review

786 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q1 2021, worth a combined $43.4B — up 9.9% from $39.5B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HCA positions and 84 closed out — a net gain of 15 holders — while 286 added to existing stakes and 276 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $445M. The largest seller was Longview Partners, cutting an estimated $379M.

  • 786 institutional investors held HCA Healthcare (HCA) as of Q1 2021, up from 778 in Q4 2020.
  • Funds reported $43.4B of HCA Healthcare stock for Q1 2021, up 9.9% quarter-over-quarter.
  • 99 funds opened new HCA Healthcare positions in Q1 2021 and 84 closed out, a net change of +15 holders.
  • The largest HCA Healthcare buyer in Q1 2021 was JP Morgan Chase, an estimated $445M added.
  • The largest HCA Healthcare seller in Q1 2021 was Longview Partners, an estimated $379M sold.

Based on aggregated 13F filings for Q1 2021.