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HCA Healthcare

591 hedge funds and large institutions have $22.5B invested in HCA Healthcare in 2016 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 230 increasing their positions, 237 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $432M | Put options by funds: $257M

25% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 61

19% more funds holding in top 10

Funds holding in top 10: 3238 (+6)

2.15% more ownership

Funds ownership: 73.06%75.21% (+2.2%)

1% more funds holding

Funds holding: 583591 (+8)

0% more capital invested

Capital invested by funds: $22.4B → $22.5B (+$95.3M)

3% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 237

Holders
591
Holders Change
+8
Holders Change %
+1.37%
% of All Funds
15.75%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
1.01%
New
76
Increased
230
Reduced
237
Closed
61
Calls
$432M
Puts
$257M
Net Calls
+$175M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
551
Alpha Windward
Massachusetts
$34K
FIB
552
First Interstate Bank
Montana
$31K -$10.1K -145 -27%
QCG
553
Quadrant Capital Group
Ohio
$31K +$15.1K +216 +90%
Northwestern Mutual Wealth Management
554
Northwestern Mutual Wealth Management
Wisconsin
$30K -$969K -13,876 -97%
WA
555
WealthTrust-Arizona
Arizona
$28K -$838 -12 -3%
SSB
556
Sandy Spring Bank
Maryland
$28K
WA
557
WFG Advisors
Texas
$28K +$279 +4 +1%
AssetMark Inc
558
AssetMark Inc
California
$25K -$46.4K -664 -67%
EFSCE
559
Enterprise Financial Services Corp (EFSC)
Missouri
$23K +$2.37K +34 +13%
GWM
560
Gupta Wealth Management
California
$17K +$15.3K +219 New
LP
561
LMR Partners
United Kingdom
$16.3K +$14M +201,025 +2,382%
CAW
562
Cornerstone Advisors (Washington)
Washington
$16K +$12.3K +176 +607%
KLI
563
Kelman-Lazarov Inc
Tennessee
$16K +$14K +200 New
DADC
564
D.A. Davidson & Co
Montana
$15K +$419 +6 +3%
SWA
565
Sutton Wealth Advisors
Florida
$14.5K +$13K +186 New
HW
566
Hancock Whitney
Mississippi
$14.3K +$443K +6,347 +4%
PFBT
567
Parkside Financial Bank & Trust
Missouri
$14K +$1.54K +22 +14%
LWM
568
LBA Wealth Management
Florida
$13K -$11.9K -170 -50%
ZB
569
Zions Bancorporation
Utah
$13K +$6K +86 +126%
CGT
570
Capital Guardian Trust
California
$12K
MBT
571
Monroe Bank & Trust
Michigan
$12K
VCM
572
Versant Capital Management
Arizona
$12K +$4.19K +60 +64%
WTB
573
Washington Trust Bank
Washington
$11K
AWM
574
Avior Wealth Management
Nebraska
$10K -$4.19K -60 -32%
KF
575
Krilogy Financial
Missouri
$8K

HCA Hedge Fund Activity: Q1 2016 in Review

591 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q1 2016, worth a combined $22.5B — up 0.42% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new HCA positions and 61 closed out — a net gain of 15 holders — while 230 added to existing stakes and 237 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $412M. The largest seller was Fir Tree Capital Management, cutting an estimated $244M.

  • 591 institutional investors held HCA Healthcare (HCA) as of Q1 2016, up from 583 in Q4 2015.
  • Funds reported $22.5B of HCA Healthcare stock for Q1 2016, up 0.42% quarter-over-quarter.
  • 76 funds opened new HCA Healthcare positions in Q1 2016 and 61 closed out, a net change of +15 holders.
  • The largest HCA Healthcare buyer in Q1 2016 was Royal London Asset Management, an estimated $412M added.
  • The largest HCA Healthcare seller in Q1 2016 was Fir Tree Capital Management, an estimated $244M sold.

Based on aggregated 13F filings for Q1 2016.