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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
PCM
26
PAR Capital Management
Massachusetts
$159M
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$148M -$62.9M -782,296 -30%
TCIM
28
TIAA CREF Investment Management
New York
$148M -$6.43M -79,973 -4%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$145M +$14.2M +176,494 +11%
Morgan Stanley
30
Morgan Stanley
New York
$143M -$70.3M -873,827 -33%
SCM
31
Sterling Capital Management
North Carolina
$135M -$7.96M -98,942 -5%
Legal & General Group
32
Legal & General Group
United Kingdom
$134M +$4.26M +52,959 +3%
Goldman Sachs
33
Goldman Sachs
New York
$127M +$4.13M +51,348 +3%
Assenagon Asset Management
34
Assenagon Asset Management
Luxembourg
$126M +$119M +1,480,690 +1,500%
Barclays
35
Barclays
United Kingdom
$122M +$28.3M +352,267 +30%
C
36
Consulta
United Kingdom
$119M +$8.04M +100,000 +7%
WRF
37
Waddell & Reed Financial
Kansas
$115M -$1.31M -16,290 -1%
PPA
38
Parametric Portfolio Associates
Washington
$107M +$4.4M +54,653 +4%
AQR Capital Management
39
AQR Capital Management
Connecticut
$105M -$26.5M -329,321 -20%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$101M +$15.2M +188,915 +18%
UBS AM
41
UBS AM
Illinois
$97M +$1.54M +19,205 +2%
Charles Schwab
42
Charles Schwab
California
$89M +$4.16M +51,727 +5%
Swiss National Bank
43
Swiss National Bank
Switzerland
$86.3M +$290K +3,600 +0.3%
SO
44
STRS Ohio
Ohio
$85.6M +$9.41M +117,000 +12%
Canada Life
45
Canada Life
Manitoba, Canada
$75.5M +$5.7M +70,929 +8%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$70.6M +$1.84M +22,829 +3%
BCM
47
Bridgeway Capital Management
Texas
$67.6M +$949K +11,800 +1%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$67.4M -$1.47M -18,312 -2%
Fidelity International
49
Fidelity International
Bermuda
$67.3M -$3.53M -43,924 -5%
Mackenzie Financial
50
Mackenzie Financial
Ontario, Canada
$67.2M +$983K +12,226 +1%

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.