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HCA Healthcare

564 hedge funds and large institutions have $22.6B invested in HCA Healthcare in 2017 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 151 increasing their positions, 242 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 57

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

7% more funds holding

Funds holding: 529564 (+35)

5% more capital invested

Capital invested by funds: $21.5B → $22.6B (+$1.07B)

2.04% less ownership

Funds ownership: 74.79%72.75% (-2%)

38% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 242

43% less call options, than puts

Call options by funds: $243M | Put options by funds: $427M

Holders
564
Holders Change
+35
Holders Change %
+6.62%
% of All Funds
12.79%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.48%
New
99
Increased
151
Reduced
242
Closed
57
Calls
$243M
Puts
$427M
Net Calls
-$184M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
26
Lakewood Capital Management
New York
$188M +$4.82M +60,000 +3%
SCM
27
Sterling Capital Management
North Carolina
$180M +$27.7M +345,243 +20%
PCM
28
PAR Capital Management
Massachusetts
$176M
Neuberger Berman Group
29
Neuberger Berman Group
New York
$165M +$4.24M +52,749 +3%
TCIM
30
TIAA CREF Investment Management
New York
$149M -$12.5M -155,561 -8%
Legal & General Group
31
Legal & General Group
United Kingdom
$145M -$2.12M -26,433 -2%
Goldman Sachs
32
Goldman Sachs
New York
$144M +$3.97M +49,383 +3%
C
33
Consulta
United Kingdom
$132M
WRF
34
Waddell & Reed Financial
Kansas
$128M +$863K +10,740 +0.7%
Fidelity International
35
Fidelity International
Bermuda
$128M +$49M +609,902 +72%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$117M +$5.65M +70,329 +6%
CCM
37
Camber Capital Management
Massachusetts
$110M +$36.2M +450,000 +56%
Morgan Stanley
38
Morgan Stanley
New York
$108M -$46M -572,711 -32%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$107M +$61.1M +760,099 +168%
PPA
40
Parametric Portfolio Associates
Washington
$103M -$14M -173,756 -13%
UBS AM
41
UBS AM
Illinois
$103M -$3.72M -46,299 -4%
Alyeska Investment Group
42
Alyeska Investment Group
Illinois
$103M +$94.1M +1,171,648 New
Charles Schwab
43
Charles Schwab
California
$99M +$693K +8,623 +0.8%
Swiss National Bank
44
Swiss National Bank
Switzerland
$93.8M -$1.39M -17,300 -2%
SO
45
STRS Ohio
Ohio
$82M -$11.4M -141,916 -13%
Mackenzie Financial
46
Mackenzie Financial
Ontario, Canada
$78.1M +$3.58M +44,540 +5%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$75.4M -$2.24M -27,921 -3%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$74.6M +$133K +1,650 +0.2%
Barclays
49
Barclays
United Kingdom
$73.4M -$56.1M -698,840 -46%
BCM
50
Bridgeway Capital Management
Texas
$72.3M -$2.16M -26,900 -3%

HCA Hedge Fund Activity: Q4 2017 in Review

564 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q4 2017, worth a combined $22.6B — up 5% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HCA positions and 57 closed out — a net gain of 42 holders — while 151 added to existing stakes and 242 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $376M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.02B.

  • 564 institutional investors held HCA Healthcare (HCA) as of Q4 2017, up from 529 in Q3 2017.
  • Funds reported $22.6B of HCA Healthcare stock for Q4 2017, up 5% quarter-over-quarter.
  • 99 funds opened new HCA Healthcare positions in Q4 2017 and 57 closed out, a net change of +42 holders.
  • The largest HCA Healthcare buyer in Q4 2017 was Magellan Asset Management, an estimated $376M added.
  • The largest HCA Healthcare seller in Q4 2017 was T. Rowe Price Associates, an estimated $1.02B sold.

Based on aggregated 13F filings for Q4 2017.