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HCA Healthcare
HCA

1,056 hedge funds and large institutions have $46.1B invested in HCA Healthcare in 2023 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 333 increasing their positions, 423 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 86

35% more funds holding in top 10

Funds holding in top 10: 26 → 35 (+9)

11% more capital invested

Capital invested by funds: $41.6B → $46.1B (+$4.49B)

6% more funds holding

Funds holding: 1,000 → 1,056 (+56)

1.67% more ownership

Funds ownership: 61.97% → 63.64% (+1.7%)

17% less call options, than puts

Call options by funds: $558M | Put options by funds: $671M

21% less repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 423

Holders
1,056
Holders Change
+56
Holders Change %
+5.6%
% of All Funds
15.4%
Holding in Top 10
35
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+34.62%
% of All Funds
0.51%
New
154
Increased
333
Reduced
423
Closed
86
Calls
$558M
Puts
$671M
Net Calls
-$113M
Net Calls Change
-$49.9M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$495M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$302M
3
Capital World Investors
Capital World Investors
California
+$232M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$179M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$171M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$470M
2
Bank of America
Bank of America
North Carolina
-$254M
3
BlackRock
BlackRock
New York
-$170M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$136M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$110M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
26
Franklin Resources
California
$397M -$4.29M -17,370 -1%
Fidelity International
27
Fidelity International
Bermuda
$392M -$4.16M -16,826 -1%
Legal & General Group
28
Legal & General Group
United Kingdom
$370M +$2.41M +9,760 +0.7%
UBS AM
29
UBS AM
Illinois
$350M +$1.92M +7,770 +0.6%
Goldman Sachs
30
Goldman Sachs
New York
$317M -$24.8M -100,165 -8%
MAM
31
Magellan Asset Management
Australia
$306M +$82.4M +333,254 +42%
Charles Schwab
32
Charles Schwab
California
$305M +$1.58M +6,407 +0.6%
LSV Asset Management
33
LSV Asset Management
Illinois
$286M -$16.9M -68,480 -6%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$267M -$110M -446,984 -31%
MP
35
MFN Partners
Massachusetts
$264M +$50.6M +204,700 +27%
Amundi
36
Amundi
France
$238M -$109M -439,348 -34%
Hotchkis & Wiley Capital Management
37
Hotchkis & Wiley Capital Management
California
$236M -$6.94M -28,090 -3%
CCP
38
Cryder Capital Partners
United Kingdom
$228M -$19M -77,055 -8%
LAM
39
Lyrical Asset Management
New York
$217M +$2.85M +11,536 +1%
Viking Global Investors
40
Viking Global Investors
Connecticut
$196M +$179M +725,216 New
Swiss National Bank
41
Swiss National Bank
Switzerland
$173M -$6.43M -26,000 -4%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$162M -$3.74M -15,151 -2%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$159M -$15.5M -62,839 -10%
Macquarie Group
44
Macquarie Group
Australia
$157M -$7.91M -32,023 -5%
Nordea Investment Management
45
Nordea Investment Management
Sweden
$157M -$6.86M -27,752 -5%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$155M +$2.18M +8,830 +2%
Deutsche Bank
47
Deutsche Bank
Germany
$155M +$5.01M +20,276 +4%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$150M +$95.4M +385,854 +231%
ABI
49
Abrams Bison Investments
Maryland
$149M +$24M +97,000 +21%
FWIA
50
Fort Washington Investment Advisors
Ohio
$145M +$14.8K +60 +0%
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HCA Hedge Fund Activity: Q4 2023 in Review

1,056 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q4 2023, worth a combined $46.1B — up 11% from $41.6B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new HCA positions and 86 closed out — a net gain of 68 holders — while 333 added to existing stakes and 423 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $495M. The largest seller was JP Morgan Chase, cutting an estimated $470M.

  • 1,056 institutional investors held HCA Healthcare (HCA) as of Q4 2023, up from 1,000 in Q3 2023.
  • Funds reported $46.1B of HCA Healthcare stock for Q4 2023, up 11% quarter-over-quarter.
  • 154 funds opened new HCA Healthcare positions in Q4 2023 and 86 closed out, a net change of +68 holders.
  • The largest HCA Healthcare buyer in Q4 2023 was Morgan Stanley, an estimated $495M added.
  • The largest HCA Healthcare seller in Q4 2023 was JP Morgan Chase, an estimated $470M sold.

Based on aggregated 13F filings for Q4 2023.