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HCA Healthcare

506 hedge funds and large institutions have $23.8B invested in HCA Healthcare in 2014 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 169 increasing their positions, 189 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 44

26% more funds holding in top 10

Funds holding in top 10: 3544 (+9)

24% more capital invested

Capital invested by funds: $19.2B → $23.8B (+$4.62B)

13% more funds holding

Funds holding: 448506 (+58)

0.47% more ownership

Funds ownership: 76.64%77.1% (+0.47%)

11% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 189

36% less call options, than puts

Call options by funds: $194M | Put options by funds: $304M

Holders
506
Holders Change
+58
Holders Change %
+12.95%
% of All Funds
14.68%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
1.28%
New
107
Increased
169
Reduced
189
Closed
44
Calls
$194M
Puts
$304M
Net Calls
-$110M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SAMC
476
Shinko Asset Management Company
Japan
$85K -$6.61K -100 -8%
FNBT
477
FineMark National Bank & Trust
Florida
$85K +$17.7K +268 +28%
PCM
478
Prelude Capital Management
New York
$84K +$78.6K +1,190 New
NCMG
479
NCM Capital Management Group
North Carolina
$81K
CA
480
CapWealth Advisors
Tennessee
$75K
PSC
481
Prentiss Smith & Co
Vermont
$71K
GT
482
Glenmede Trust
Pennsylvania
$50K +$1.78K +27 +4%
PTC
483
Private Trust Company
Ohio
$42K -$727 -11 -2%
AW
484
Alpha Windward
Massachusetts
$42K
QI
485
QS Investors
New York
$41K -$1.32K -20 -3%
First Manhattan
486
First Manhattan
New York
$37K
LTFS
487
Ladenburg Thalmann Financial Services
Florida
$35K +$7.73K +117 +31%
WA
488
WealthTrust-Arizona
Arizona
$34K -$1.26K -19 -4%
AWM
489
Avior Wealth Management
Nebraska
$27K
CGT
490
Capital Guardian Trust
California
$26K +$24.5K +370 New
EFSCE
491
Enterprise Financial Services Corp (EFSC)
Missouri
$25K
AP
492
Advisors Preferred
Maryland
$22.4K +$20.9K +317 New
SSB
493
Sandy Spring Bank
Maryland
$18K
FFC
494
First Financial Corp
Indiana
$14K
Manulife (Manufacturers Life Insurance)
495
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.04K +$1.91M +28,955 +34%
JFA
496
JNBA Financial Advisors
Minnesota
$7K
PMAM
497
Picton Mahoney Asset Management
Ontario, Canada
$6.89K +$6.46M +97,700 New
GGPS
498
Gary Goldberg Planning Services
New York
$6K
CTC
499
Central Trust Company
Missouri
$5K
DADC
500
D.A. Davidson & Co
Montana
$3K

HCA Hedge Fund Activity: Q3 2014 in Review

506 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q3 2014, worth a combined $23.8B — up 24% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new HCA positions and 44 closed out — a net gain of 63 holders — while 169 added to existing stakes and 189 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $256M. The largest seller was Wellington Management Group, cutting an estimated $299M.

  • 506 institutional investors held HCA Healthcare (HCA) as of Q3 2014, up from 448 in Q2 2014.
  • Funds reported $23.8B of HCA Healthcare stock for Q3 2014, up 24% quarter-over-quarter.
  • 107 funds opened new HCA Healthcare positions in Q3 2014 and 44 closed out, a net change of +63 holders.
  • The largest HCA Healthcare buyer in Q3 2014 was Fidelity Investments, an estimated $256M added.
  • The largest HCA Healthcare seller in Q3 2014 was Wellington Management Group, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2014.