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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
EARNEST Partners
526
EARNEST Partners
Georgia
$13K +$11.7K +146 New
CAPTRUST Financial Advisors
527
CAPTRUST Financial Advisors
North Carolina
$13K +$12.1K +150 New
CFD
528
Creative Financial Designs
Indiana
$12K +$11.2K +140 New
AWM
529
Avior Wealth Management
Nebraska
$11K
SPI
530
Santori & Peters Inc
Pennsylvania
$10K +$8.36K +104 New
MGIA
531
Moneta Group Investment Advisors
Missouri
$10K +$9.16K +114 New
CAM
532
Close Asset Management
United Kingdom
$9K
OC
533
Oakworth Capital
Alabama
$9K
AIM
534
Anchor Investment Management
South Carolina
$8.78K +$8.03K +100 New
PCP
535
Proficio Capital Partners
Massachusetts
$8K -$482 -6 -6%
TFO
536
Tarbox Family Office
California
$8K +$1.61K +20 +28%
HIM
537
Hillsdale Investment Management
Ontario, Canada
$7K -$49K -610 -88%
EWM
538
Evercore Wealth Management
New York
$7K
IWM
539
IHT Wealth Management
Illinois
$7K
BBHC
540
Brown Brothers Harriman & Co
New York
$7K +$2.57K +32 +71%
ME
541
McIlrath & Eck
Washington
$7K +$6.03K +75 New
AIL
542
AGF Investments LLC
Ontario, Canada
$6K -$43.4K -540 -89%
VCM
543
Versant Capital Management
Arizona
$6K -$884 -11 -14%
GAM
544
Gemmer Asset Management
California
$4K
IP
545
Intellectus Partners
California
$4K
KF
546
Krilogy Financial
Missouri
$4K
TWA
547
TCI Wealth Advisors
Arizona
$4K
LFA
548
Legacy Financial Advisors
Kentucky
$4K +$3.69K +46 New
WA
549
WestEnd Advisors
North Carolina
$3.07K
BWM
550
Baystate Wealth Management
Massachusetts
$3K

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.