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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% β†’ 74.79% (+1.2%)

7% less funds holding

Funds holding: 570 β†’ 529 (-41)

9% less capital invested

Capital invested by funds: $23.5B β†’ $21.5B (-$2.05B)

14% less funds holding in top 10

Funds holding in top 10: 22 β†’ 19 (-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
AAM
526
Advisors Asset Management
Colorado
$1K – – –
GWS
527
Glassman Wealth Services
Virginia
$1K – – –
SC
528
SouthState Corp
Florida
$522 +$44.8K +557 +9%
JIM
529
Jupiter Investment Management
United Kingdom
– -$115M -1,323,406 Closed
Renaissance Technologies
530
Renaissance Technologies
New York
– -$56M -642,700 Closed
OAM
531
Origin Asset Management
United Kingdom
– -$39.2M -449,011 Closed
TAM
532
Todd Asset Management
Kentucky
– -$31.6M -362,117 Closed
AL
533
AJO LP
Pennsylvania
– -$13.1M -150,005 Closed
Calamos Advisors
534
Calamos Advisors
Illinois
– -$12.8M -146,641 Closed
SCM
535
Stevens Capital Management
Pennsylvania
– -$8.46M -97,044 Closed
CCMG
536
Clark Capital Management Group
Pennsylvania
– -$8.04M -92,168 Closed
PC
537
Paulson & Co
New York
– -$7.85M -90,000 Closed
PWPCM
538
Perella Weinberg Partners Capital Management
New York
– -$5.38M -61,675 Closed
SCM
539
Sio Capital Management
New York
– -$5.27M -60,420 Closed
LG
540
Leuthold Group
Minnesota
– -$4.74M -54,405 Closed
SCM
541
Segantii Capital Management
Hong Kong
– -$4.36M -50,000 Closed
TA
542
Tamarack Advisers
California
– -$4.02M -50,000 Closed
PL
543
Perpetual Ltd
Australia
– -$4.23M -48,498 Closed
TCM
544
Twin Capital Management
Pennsylvania
– -$4.16M -47,756 Closed
BPIM
545
Brant Point Investment Management
New York
– -$3.91M -44,800 Closed
B
546
BP
United Kingdom
– -$3.14M -36,000 Closed
CCM
547
Cadence Capital Management
Massachusetts
– -$3.07M -35,238 Closed
SGH
548
Sivik Global Healthcare
Connecticut
– -$3.05M -35,000 Closed
IAM
549
Integre Asset Management
New York
– -$2.91M -33,406 Closed
NC
550
Northpointe Capital
Michigan
– -$2.77M -31,704 Closed

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 β€” down 8.7% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of HCA and 49 opened new positions β€” a net loss of 32 holders β€” 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.