We are live on ! Find out more
HCA icon

HCA Healthcare

564 hedge funds and large institutions have $22.6B invested in HCA Healthcare in 2017 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 151 increasing their positions, 242 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 57

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

7% more funds holding

Funds holding: 529564 (+35)

5% more capital invested

Capital invested by funds: $21.5B → $22.6B (+$1.07B)

2.04% less ownership

Funds ownership: 74.79%72.75% (-2%)

38% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 242

43% less call options, than puts

Call options by funds: $243M | Put options by funds: $427M

Holders
564
Holders Change
+35
Holders Change %
+6.62%
% of All Funds
12.79%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.48%
New
99
Increased
151
Reduced
242
Closed
57
Calls
$243M
Puts
$427M
Net Calls
-$184M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
501
Strategic Wealth Partners
Ohio
$24K +$24.1K +300 New
Fifth Third Bancorp
502
Fifth Third Bancorp
Ohio
$23K +$14K +174 +205%
KA
503
Kaizen Advisory
Illinois
$23K +$21.1K +263 New
JWA
504
JFS Wealth Advisors
Pennsylvania
$22K
JIR
505
James Investment Research
Ohio
$22K +$12.1K +151 +153%
WIM
506
Westside Investment Management
California
$21.9K
GWM
507
Geneos Wealth Management
Colorado
$21K +$16.1K +200 +500%
RE
508
RBC Europe
United Kingdom
$20.2K
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$18K
NCM
510
New Capital Management
Texas
$17K
AssetMark Inc
511
AssetMark Inc
California
$17K +$12.4K +154 +350%
DCM
512
Delpha Capital Management
New York
$17K +$15.4K +192 New
AWA
513
Acorn Wealth Advisors
Michigan
$17K +$16.1K +200 New
EFSCE
514
Enterprise Financial Services Corp (EFSC)
Missouri
$16K
GFP
515
Gryphon Financial Partners
Ohio
$16K +$15K +187 New
CBT
516
Capital Bank & Trust
California
$15K +$2.33K +29 +20%
CAW
517
Cornerstone Advisors (Washington)
Washington
$14K -$161 -2 -1%
PWM
518
Perigon Wealth Management
California
$14K
PMFA
519
Plante Moran Financial Advisors
Michigan
$14K
PFGIA
520
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$4.98K +62 +62%
ST
521
Smithfield Trust
Pennsylvania
$14K +$12.5K +155 New
SWP
522
Stratos Wealth Partners
Ohio
$14K +$12.9K +161 New
TSW
523
Thompson Siegel & Walmsley
Virginia
$13K -$32.3K -402 -73%
OIA
524
OneDigital Investment Advisors
Kansas
$13K
PFBT
525
Parkside Financial Bank & Trust
Missouri
$13K +$2.89K +36 +30%

HCA Hedge Fund Activity: Q4 2017 in Review

564 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q4 2017, worth a combined $22.6B — up 5% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HCA positions and 57 closed out — a net gain of 42 holders — while 151 added to existing stakes and 242 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $376M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.02B.

  • 564 institutional investors held HCA Healthcare (HCA) as of Q4 2017, up from 529 in Q3 2017.
  • Funds reported $22.6B of HCA Healthcare stock for Q4 2017, up 5% quarter-over-quarter.
  • 99 funds opened new HCA Healthcare positions in Q4 2017 and 57 closed out, a net change of +42 holders.
  • The largest HCA Healthcare buyer in Q4 2017 was Magellan Asset Management, an estimated $376M added.
  • The largest HCA Healthcare seller in Q4 2017 was T. Rowe Price Associates, an estimated $1.02B sold.

Based on aggregated 13F filings for Q4 2017.