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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
TFO
551
Tarbox Family Office
California
$5K +$974 +13 +22%
JFGIW
552
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K -$27.7K -370 -86%
IP
553
Intellectus Partners
California
$4K +$3.67K +49 New
NC
554
NewSquare Capital
Pennsylvania
$4K +$4.27K +57 New
GAM
555
Gemmer Asset Management
California
$3K -$8.61K -115 -73%
TWA
556
TCI Wealth Advisors
Arizona
$3K
ACS
557
Archford Capital Strategies
Illinois
$3K +$3.07K +41 New
WA
558
WestEnd Advisors
North Carolina
$2.59K -$8.24K -110 -76%
WTB
559
Washington Trust Bank
Washington
$2K -$674 -9 -27%
CHC
560
City Holding Co
West Virginia
$2K
EWM
561
Evercore Wealth Management
New York
$2K +$1.72K +23 New
BWM
562
Baystate Wealth Management
Massachusetts
$2K +$2.02K +27 New
NYLT
563
New York Life Trust
New York
$2K +$2.32K +31 New
SWA
564
Sutton Wealth Advisors
Florida
$1.93K -$3.75K -50 -66%
WPA
565
West Paces Advisors
Georgia
$1.93K +$1.95K +26 New
LS
566
Livforsakringsbolaget Skandia
Sweden
$1.81K -$2.32M -30,980 -56%
GWS
567
Glassman Wealth Services
Virginia
$1K -$3.52K -47 -87%
CFD
568
Creative Financial Designs
Indiana
$1K +$1.5K +20 New
SLF
569
Sun Life Financial
Ontario, Canada
$157 +$899 +12 New
SC
570
Sculptor Capital
New York
-$176M -2,333,376 Closed
VNIM
571
Vaughan Nelson Investment Management
Texas
-$130M -1,720,511 Closed
LPC
572
Lone Pine Capital
Connecticut
-$126M -1,669,543 Closed
Arrowstreet Capital
573
Arrowstreet Capital
Massachusetts
-$104M -1,369,679 Closed
TPI
574
Tesco Pension Investment
United Kingdom
-$50.3M -664,501 Closed
CCA
575
Canyon Capital Advisors
Texas
-$49M -647,771 Closed

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.