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HCA Healthcare

822 hedge funds and large institutions have $46B invested in HCA Healthcare in 2021 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 292 increasing their positions, 291 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 65

6% more capital invested

Capital invested by funds: $43.4B → $46B (+$2.52B)

5% more funds holding

Funds holding: 786822 (+36)

0% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 291

1.24% less ownership

Funds ownership: 68.52%67.28% (-1.2%)

9% less funds holding in top 10

Funds holding in top 10: 3229 (-3)

31% less call options, than puts

Call options by funds: $240M | Put options by funds: $347M

Holders
822
Holders Change
+36
Holders Change %
+4.58%
% of All Funds
14.31%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.5%
New
107
Increased
292
Reduced
291
Closed
65
Calls
$240M
Puts
$347M
Net Calls
-$107M
Net Calls Change
-$257M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$640K
CI
527
Conning Inc
Connecticut
$639K -$63.6K -312 -9%
DC
528
Davenport & Co
Virginia
$638K +$629K +3,086 New
HIM
529
Hillsdale Investment Management
Ontario, Canada
$632K -$81.5K -400 -12%
FHA
530
First Horizon Advisors
Tennessee
$631K +$42.4K +208 +7%
CCA
531
Cobblestone Capital Advisors
New York
$620K
NCM
532
Next Capital Management
New York
$620K +$204K +1,000 +50%
JAM
533
Jupiter Asset Management
United Kingdom
$618K
TCOT
534
Trust Company of Toledo
Ohio
$612K +$22K +108 +4%
PG
535
Pendal Group
Australia
$610K +$162K +793 +37%
M
536
Mirova
France
$607K +$52K +255 +10%
RCAG
537
Rehmann Capital Advisory Group
Michigan
$604K -$13.7K -67 -2%
CL
538
CSS LLC
Illinois
$603K -$112K -548 -16%
BAM
539
Belpointe Asset Management
Nevada
$602K +$13.9K +68 +2%
BC
540
Bridgefront Capital
Texas
$597K -$778K -3,818 -57%
CTA
541
Chesley Taft & Associates
Illinois
$594K
CG
542
Caprock Group
Idaho
$573K +$9.78K +48 +2%
ECM
543
ExodusPoint Capital Management
New York
$565K -$986K -4,837 -64%
JAFL
544
Jay A. Fishman Ltd
Michigan
$558K -$66.2K -325 -11%
CWP
545
CFM Wealth Partners
Texas
$558K +$38.7K +190 +8%
IFWM
546
Institute for Wealth Management
Colorado
$555K
CAN
547
Cetera Advisor Networks
California
$554K +$84.4K +414 +18%
DAS
548
Dynamic Advisor Solutions
Arizona
$553K +$3.26K +16 +0.6%
CIP
549
Convergence Investment Partners
Florida
$543K -$17.1K -84 -3%
EI
550
Ethic Inc
New York
$533K +$143K +704 +38%

HCA Hedge Fund Activity: Q2 2021 in Review

822 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q2 2021, worth a combined $46B — up 5.8% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new HCA positions and 65 closed out — a net gain of 42 holders — while 292 added to existing stakes and 291 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $210M. The largest seller was T. Rowe Price Associates, cutting an estimated $310M.

  • 822 institutional investors held HCA Healthcare (HCA) as of Q2 2021, up from 786 in Q1 2021.
  • Funds reported $46B of HCA Healthcare stock for Q2 2021, up 5.8% quarter-over-quarter.
  • 107 funds opened new HCA Healthcare positions in Q2 2021 and 65 closed out, a net change of +42 holders.
  • The largest HCA Healthcare buyer in Q2 2021 was Fidelity Investments, an estimated $210M added.
  • The largest HCA Healthcare seller in Q2 2021 was T. Rowe Price Associates, an estimated $310M sold.

Based on aggregated 13F filings for Q2 2021.