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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
NFG
476
Next Financial Group
Texas
$30K -$24.1K -300 -43%
NCM
477
Nelson Capital Management
California
$30K +$30.6K +380 New
TDC
478
Thompson Davis & Co
Virginia
$28K +$2.17K +27 +8%
AFNAS
479
American Financial Network Advisory Services
California
$27K +$26.9K +334 New
SFSIG
480
San Francisco Sentry Investment Group
California
$25K -$161 -2 -0.6%
ZB
481
Zions Bancorporation
Utah
$24K +$20.7K +258 +549%
JWA
482
JFS Wealth Advisors
Pennsylvania
$20K +$20.2K +251 New
WIM
483
Westside Investment Management
California
$19K
RE
484
RBC Europe
United Kingdom
$18.3K +$18.5K +230 New
Carson Wealth (CWM LLC)
485
Carson Wealth (CWM LLC)
Nebraska
$16K
NCM
486
New Capital Management
Texas
$15K
EFSCE
487
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
PMFA
488
Plante Moran Financial Advisors
Michigan
$13K -$12.9K -160 -50%
CAW
489
Cornerstone Advisors (Washington)
Washington
$13K +$2.81K +35 +27%
PWM
490
Perigon Wealth Management
California
$13K +$13.3K +165 New
MCIA
491
Mountain Capital Investment Advisors
Colorado
$12K
OIA
492
OneDigital Investment Advisors
Kansas
$12K +$12.2K +152 New
CBT
493
Capital Bank & Trust
California
$11K
PFBT
494
Parkside Financial Bank & Trust
Missouri
$10K -$4.18K -52 -30%
AWM
495
Avior Wealth Management
Nebraska
$10K
CP
496
Corbenic Partners
Pennsylvania
$10K +$9.65K +120 New
JFGIW
497
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K
JIR
498
James Investment Research
Ohio
$8K -$1.33M -16,545 -99%
PFGIA
499
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$1.13K -14 -12%
CAM
500
Close Asset Management
United Kingdom
$8K

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.