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HCA Healthcare

409 hedge funds and large institutions have $18.3B invested in HCA Healthcare in 2014 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 156 increasing their positions, 147 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

12% more capital invested

Capital invested by funds: $16.4B → $18.3B (+$1.93B)

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

1.35% more ownership

Funds ownership: 75.44%76.79% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 147

1% more funds holding

Funds holding: 405409 (+4)

9% less call options, than puts

Call options by funds: $100M | Put options by funds: $110M

Holders
409
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
11.81%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.92%
New
58
Increased
156
Reduced
147
Closed
45
Calls
$100M
Puts
$110M
Net Calls
-$9.5M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
26
BlackRock Group
United Kingdom
$183M +$16.6M +333,853 +11%
Jennison Associates
27
Jennison Associates
New York
$181M -$40.2M -808,688 -19%
PC
28
Paulson & Co
New York
$179M -$64.7K -1,300 -0%
AllianceBernstein
29
AllianceBernstein
Tennessee
$174M +$146M +2,928,745 +772%
UBS AM
30
UBS AM
Illinois
$168M +$115M +2,313,864 +260%
BFA
31
BlackRock Fund Advisors
California
$138M +$8.42M +169,266 +7%
CLG
32
Cooperman Leon G
$137M +$3.56M +71,500 +3%
Northern Trust
33
Northern Trust
Illinois
$127M +$18.2M +365,932 +18%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$126M +$68.7M +1,381,323 +135%
Fidelity International
35
Fidelity International
Bermuda
$125M +$89.5M +1,797,571 +308%
Norges Bank
36
Norges Bank
Norway
$112M
RCM
37
Roystone Capital Management
New York
$110M +$24.5M +491,500 +31%
Robeco Institutional Asset Management
38
Robeco Institutional Asset Management
Netherlands
$109M -$596K -11,974 -0.6%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$108M -$8.44M -169,700 -8%
Two Sigma Investments
40
Two Sigma Investments
New York
$103M -$26M -523,175 -21%
Morgan Stanley
41
Morgan Stanley
New York
$101M +$11.8M +237,660 +14%
WCM
42
Wedge Capital Management
North Carolina
$100M +$26M +521,555 +38%
TCIM
43
TIAA CREF Investment Management
New York
$91.6M +$1.94M +38,929 +2%
SC
44
Samlyn Capital
New York
$89.2M +$34.8M +698,384 +70%
CHCM
45
Columbus Hill Capital Management
New Jersey
$83.6M -$4.13M -83,000 -5%
Geode Capital Management
46
Geode Capital Management
Massachusetts
$81.5M +$2.92M +58,648 +4%
Principal Financial Group
47
Principal Financial Group
Iowa
$75.3M -$44.2M -887,307 -38%
NMVA
48
New Mountain Vantage Advisers
New York
$74.8M -$8.9M -178,752 -11%
Citadel Advisors
49
Citadel Advisors
Florida
$74.5M +$66.8M +1,341,868 +1,726%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$74.2M +$513K +10,301 +0.7%

HCA Hedge Fund Activity: Q1 2014 in Review

409 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q1 2014, worth a combined $18.3B — up 12% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new HCA positions and 45 closed out — a net gain of 13 holders — while 156 added to existing stakes and 147 trimmed.

The largest buyer was Senator Investment Group, opening a new position worth an estimated $182M. The largest seller was Blue Ridge Capital, exiting entirely with an estimated $146M sold.

  • 409 institutional investors held HCA Healthcare (HCA) as of Q1 2014, up from 405 in Q4 2013.
  • Funds reported $18.3B of HCA Healthcare stock for Q1 2014, up 12% quarter-over-quarter.
  • 58 funds opened new HCA Healthcare positions in Q1 2014 and 45 closed out, a net change of +13 holders.
  • The largest HCA Healthcare buyer in Q1 2014 was Senator Investment Group, an estimated $182M added.
  • The largest HCA Healthcare seller in Q1 2014 was Blue Ridge Capital, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2014.