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HCA Healthcare

573 hedge funds and large institutions have $20.3B invested in HCA Healthcare in 2016 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 194 increasing their positions, 249 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $383M | Put options by funds: $254M

1% more ownership

Funds ownership: 72.19%73.2% (+1%)

1% less capital invested

Capital invested by funds: $20.5B → $20.3B (-$214M)

1% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 85

2% less funds holding

Funds holding: 586573 (-13)

22% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 249

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

Holders
573
Holders Change
-13
Holders Change %
-2.22%
% of All Funds
14.32%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.42%
New
84
Increased
194
Reduced
249
Closed
85
Calls
$383M
Puts
$254M
Net Calls
+$129M
Net Calls Change
+$346M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
526
Plante Moran Financial Advisors
Michigan
$24K +$23.8K +318 New
MFW
527
Mosaic Family Wealth
Missouri
$22K +$16.3K +218 +266%
IWM
528
IHT Wealth Management
Illinois
$22K +$22K +294 New
FNBT
529
FineMark National Bank & Trust
Florida
$21K -$52.4K -700 -71%
EFSCE
530
Enterprise Financial Services Corp (EFSC)
Missouri
$21K
ZB
531
Zions Bancorporation
Utah
$16K +$4.79K +64 +42%
PFGIA
532
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$15K +200 New
KLI
533
Kelman-Lazarov Inc
Tennessee
$14.8K
NCM
534
New Capital Management
Texas
$14K +$14.5K +193 New
SPIA
535
Steward Partners Investment Advisory
New York
$14K +$15K +200 New
LWM
536
LBA Wealth Management
Florida
$13K
MBT
537
Monroe Bank & Trust
Michigan
$12K +$12K +160 New
CGT
538
Capital Guardian Trust
California
$11K -$974 -13 -8%
EARNEST Partners
539
EARNEST Partners
Georgia
$11K +$10.9K +146 New
PG
540
Patten Group
Tennessee
$10K +$9.36K +125 New
CAW
541
Cornerstone Advisors (Washington)
Washington
$9K -$5.84K -78 -38%
AWM
542
Avior Wealth Management
Nebraska
$9K
VCM
543
Versant Capital Management
Arizona
$7K -$3.97K -53 -35%
KF
544
Krilogy Financial
Missouri
$7K
OC
545
Oakworth Capital
Alabama
$7K +$7.49K +100 New
FAN
546
Financial Advisors Network
California
$6.82K +$6.44K +86 New
PFBT
547
Parkside Financial Bank & Trust
Missouri
$6K -$4.72K -63 -41%
BAM
548
Bruderman Asset Management
New York
$6K
GBT
549
Grove Bank & Trust
Florida
$6K +$5.99K +80 New
PCP
550
Proficio Capital Partners
Massachusetts
$5K

HCA Hedge Fund Activity: Q4 2016 in Review

573 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q4 2016, worth a combined $20.3B — down 1% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of HCA and 84 opened new positions — a net loss of 1 holder — while 249 trimmed existing stakes and 194 added.

The largest buyer was Harris Associates, adding an estimated $526M. The largest seller was T. Rowe Price Associates, cutting an estimated $206M.

  • 573 institutional investors held HCA Healthcare (HCA) as of Q4 2016, down from 586 in Q3 2016.
  • Funds reported $20.3B of HCA Healthcare stock for Q4 2016, down 1% quarter-over-quarter.
  • 84 funds opened new HCA Healthcare positions in Q4 2016 and 85 closed out, a net change of -1 holder.
  • The largest HCA Healthcare buyer in Q4 2016 was Harris Associates, an estimated $526M added.
  • The largest HCA Healthcare seller in Q4 2016 was T. Rowe Price Associates, an estimated $206M sold.

Based on aggregated 13F filings for Q4 2016.