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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
OC
501
Oakworth Capital
Alabama
$8K
PCP
502
Proficio Capital Partners
Massachusetts
$8K +$643 +8 +9%
Fifth Third Bancorp
503
Fifth Third Bancorp
Ohio
$7K -$77.6K -965 -92%
IWM
504
IHT Wealth Management
Illinois
$6K -$32.2K -400 -84%
VCM
505
Versant Capital Management
Arizona
$6K -$1.93K -24 -23%
TFO
506
Tarbox Family Office
California
$6K
CPIG
507
Chicago Partners Investment Group
Illinois
$6K +$5.63K +70 New
EWM
508
Evercore Wealth Management
New York
$6K +$6.51K +81 New
NC
509
NewSquare Capital
Pennsylvania
$5K
AssetMark Inc
510
AssetMark Inc
California
$4K -$5.07K -63 -59%
BBHC
511
Brown Brothers Harriman & Co
New York
$4K
IP
512
Intellectus Partners
California
$4K
KF
513
Krilogy Financial
Missouri
$4K +$1.69K +21 +84%
GAM
514
Gemmer Asset Management
California
$3K
GWM
515
Geneos Wealth Management
Colorado
$3K
TWA
516
TCI Wealth Advisors
Arizona
$3K
WA
517
WestEnd Advisors
North Carolina
$2.79K
SWA
518
Sutton Wealth Advisors
Florida
$2.07K -$643 -8 -24%
BWM
519
Baystate Wealth Management
Massachusetts
$2K
CHC
520
City Holding Co
West Virginia
$2K
CMBA
521
C.M. Bidwell & Associates
Hawaii
$2K
FIB
522
First Interstate Bank
Montana
$2K
MFW
523
Mosaic Family Wealth
Missouri
$2K +$1.61K +20 New
WTC
524
WhitTier Trust Company
Nevada
$2K +$1.93K +24 New
SIAS
525
Shine Investment Advisory Services
Colorado
$2K +$2.09K +26 New

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.