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HCA Healthcare

717 hedge funds and large institutions have $35.2B invested in HCA Healthcare in 2019 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 225 increasing their positions, 296 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 59

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

23% more capital invested

Capital invested by funds: $28.7B → $35.2B (+$6.56B)

6% more funds holding

Funds holding: 679717 (+38)

0.43% more ownership

Funds ownership: 69.95%70.39% (+0.43%)

12% less call options, than puts

Call options by funds: $261M | Put options by funds: $295M

24% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 296

Holders
717
Holders Change
+38
Holders Change %
+5.6%
% of All Funds
14.13%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.47%
New
109
Increased
225
Reduced
296
Closed
59
Calls
$261M
Puts
$295M
Net Calls
-$34M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$221M +$8.02M +59,729 +4%
Invesco
27
Invesco
Georgia
$220M -$92.9M -692,017 -32%
Charles Schwab
28
Charles Schwab
California
$220M -$3.97M -29,562 -2%
JP Morgan Chase
29
JP Morgan Chase
New York
$212M +$15.3M +113,783 +9%
Deutsche Bank
30
Deutsche Bank
Germany
$196M +$72M +536,295 +68%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$195M -$98.9M -736,687 -36%
Fidelity International
32
Fidelity International
Bermuda
$194M +$14.3M +106,506 +9%
UBS AM
33
UBS AM
Illinois
$189M +$610K +4,544 +0.4%
PPA
34
Parametric Portfolio Associates
Washington
$183M -$13.2M -98,501 -7%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$182M -$4.95M -36,832 -3%
Prudential Financial
36
Prudential Financial
New Jersey
$170M +$14.4M +106,916 +10%
AQR Capital Management
37
AQR Capital Management
Connecticut
$169M -$22.9M -170,715 -13%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$165M -$8.74M -65,111 -6%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$163M -$561K -4,177 -0.4%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$160M +$4.31M +32,081 +3%
Man Group
41
Man Group
United Kingdom
$149M +$21.7M +161,639 +19%
CCP
42
Cryder Capital Partners
United Kingdom
$133M
Neuberger Berman Group
43
Neuberger Berman Group
New York
$129M -$23.9M -177,741 -17%
Swiss National Bank
44
Swiss National Bank
Switzerland
$127M -$5.94M -44,200 -5%
Wells Fargo
45
Wells Fargo
California
$126M -$1.2M -8,930 -1%
Truist Financial
46
Truist Financial
North Carolina
$119M +$99.3M +739,397 +1,107%
Millennium Management
47
Millennium Management
New York
$111M -$15.7M -116,613 -13%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$109M -$85.7M -637,987 -46%
HM
49
HealthCor Management
New York
$109M +$44.2M +329,440 +81%
AAMU
50
Amundi Asset Management US
Massachusetts
$107M -$22.1M -164,611 -19%

HCA Hedge Fund Activity: Q4 2019 in Review

717 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q4 2019, worth a combined $35.2B — up 23% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new HCA positions and 59 closed out — a net gain of 50 holders — while 225 added to existing stakes and 296 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $346M. The largest seller was Magellan Asset Management, cutting an estimated $755M.

  • 717 institutional investors held HCA Healthcare (HCA) as of Q4 2019, up from 679 in Q3 2019.
  • Funds reported $35.2B of HCA Healthcare stock for Q4 2019, up 23% quarter-over-quarter.
  • 109 funds opened new HCA Healthcare positions in Q4 2019 and 59 closed out, a net change of +50 holders.
  • The largest HCA Healthcare buyer in Q4 2019 was T. Rowe Price Associates, an estimated $346M added.
  • The largest HCA Healthcare seller in Q4 2019 was Magellan Asset Management, an estimated $755M sold.

Based on aggregated 13F filings for Q4 2019.