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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
AI
451
Atria Investments
North Carolina
$262K +$246K +3,716 New
GAM
452
Gotham Asset Management
New York
$261K -$1.42M -21,519 -85%
AIM
453
Allen Investment Management
New York
$258K +$242K +3,657 New
TC
454
TradeLink Capital
Illinois
$256K -$141K -2,132 -37%
FMLI
455
Fukoku Mutual Life Insurance
Japan
$254K
IFS
456
Ifrah Financial Services
Arkansas
$241K +$226K +3,413 New
OI
457
Oakbrook Investments
Illinois
$239K -$337K -5,100 -60%
AF
458
Aldebaran Financial
$236K +$221K +3,350 New
Bessemer Group
459
Bessemer Group
New Jersey
$221K +$60.1K +910 +41%
RCAG
460
Rehmann Capital Advisory Group
Michigan
$217K +$203K +3,075 New
MCM
461
McKinley Capital Management
Alaska
$216K +$203K +3,068 New
LIA
462
LS Investment Advisors
Michigan
$215K -$20.9K -316 -9%
DCLA
463
Douglas C. Lane & Associates
New York
$212K +$198K +3,000 New
IRS
464
Invictus RG (Singapore)
Singapore
$211K -$15.7K -237 -7%
NES
465
New England Securities
New York
$189K +$15.2K +230 +9%
Envestnet Asset Management
466
Envestnet Asset Management
Illinois
$181K +$72.4K +1,096 +75%
Nomura Holdings
467
Nomura Holdings
Japan
$176K -$515K -7,796 -75%
TDC
468
Thompson Davis & Co
Virginia
$176K +$132K +1,991 +398%
CLOS
469
Compagnie Lombard Odier SCmA
Switzerland
$149K +$101K +1,531 +264%
Fifth Third Bancorp
470
Fifth Third Bancorp
Ohio
$146K +$137K +2,072 New
MFS
471
MSI Financial Services
Massachusetts
$121K +$65.3K +988 +136%
QBFM
472
QS Batterymarch Financial Management
New York
$113K
NFG
473
Next Financial Group
Texas
$111K +$90.7K +1,373 +687%
FANJ
474
Financial Architects (New Jersey)
New Jersey
$106K
PSI
475
Pinnacle Summer Investments
Virginia
$86K -$16.4K -248 -17%

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.