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HCA Healthcare
HCA

786 hedge funds and large institutions have $43.4B invested in HCA Healthcare in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 286 increasing their positions, 276 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $360M | Put options by funds: $210M

18% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 84

10% more capital invested

Capital invested by funds: $39.5B → $43.4B (+$3.9B)

3% more funds holding in top 10

Funds holding in top 10: 31 → 32 (+1)

1% more funds holding

Funds holding: 778 → 786 (+8)

4% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 276

1.69% less ownership

Funds ownership: 70.22% → 68.52% (-1.7%)

Holders
786
Holders Change
+8
Holders Change %
+1.03%
% of All Funds
13.8%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.56%
New
99
Increased
286
Reduced
276
Closed
84
Calls
$360M
Puts
$210M
Net Calls
+$150M
Net Calls Change
+$169M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$445M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$299M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$160M
4
AAMU
Amundi Asset Management US
Massachusetts
+$68.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$55.5M

Top Sellers

1
LP
Longview Partners
Guernsey
-$379M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$297M
3
BlackRock
BlackRock
New York
-$204M
4
Citadel Advisors
Citadel Advisors
Florida
-$182M
5
Ameriprise
Ameriprise
Minnesota
-$149M
Name Holding Trade Value Shares
Change 		Change in
Stake
BP
551
Ballentine Partners
Massachusetts
$462K -$20.8K -118 -5%
AIM
552
Allen Investment Management
New York
$462K – – –
CDH
553
Charles D. Hyman
$460K – – –
AP
554
Arlington Partners
Alabama
$456K +$72.1K +409 +20%
WWM
555
Western Wealth Management
Colorado
$452K -$13K -74 -3%
AWS
556
AJ Wealth Strategies
New York
$450K – – –
AWM
557
Altium Wealth Management
New York
$443K +$72.8K +413 +21%
AIM
558
Aigen Investment Management
New York
$433K +$406K +2,301 New
NSB
559
Norway Savings Bank
Maine
$431K -$10.6K -60 -3%
CAN
560
Cetera Advisor Networks
California
$427K -$5.11K -29 -1%
II
561
Inspire Investing
Idaho
$416K -$24.3K -138 -6%
CGL
562
Clarius Group LLC
Washington
$413K +$5.29K +30 +1%
BBNA
563
Bremer Bank National Association
Minnesota
$410K -$13K -74 -3%
LF
564
Lee Financial
Texas
$409K – – –
Fifth Third Bancorp
565
Fifth Third Bancorp
Ohio
$408K +$36.3K +206 +11%
GCP
566
GSA Capital Partners
United Kingdom
$408K +$382K +2,167 New
PG
567
Pendal Group
Australia
$406K +$381K +2,158 New
TAM
568
Trust Asset Management
Texas
$400K +$66.5K +377 +22%
TFIPS
569
Towarzystwo Funduszy Inwestycyjnych PZU SA
$397K -$255K -1,448 -41%
LFAS
570
Level Four Advisory Services
Texas
$378K +$25.6K +145 +8%
NCM
571
Next Capital Management
New York
$377K -$176K -1,000 -33%
FMT
572
First Mercantile Trust
Tennessee
$375K +$194K +1,102 +124%
TMAM
573
Tokio Marine Asset Management
Japan
$368K +$51.7K +293 +18%
FHB
574
First Hawaiian Bank
Hawaii
$367K -$11.5K -65 -3%
FC
575
FORA Capital
Florida
$365K +$251K +1,426 +279%
21 22
23
24 25

HCA Hedge Fund Activity: Q1 2021 in Review

786 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q1 2021, worth a combined $43.4B — up 9.9% from $39.5B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HCA positions and 84 closed out — a net gain of 15 holders — while 286 added to existing stakes and 276 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $445M. The largest seller was Longview Partners, cutting an estimated $379M.

  • 786 institutional investors held HCA Healthcare (HCA) as of Q1 2021, up from 778 in Q4 2020.
  • Funds reported $43.4B of HCA Healthcare stock for Q1 2021, up 9.9% quarter-over-quarter.
  • 99 funds opened new HCA Healthcare positions in Q1 2021 and 84 closed out, a net change of +15 holders.
  • The largest HCA Healthcare buyer in Q1 2021 was JP Morgan Chase, an estimated $445M added.
  • The largest HCA Healthcare seller in Q1 2021 was Longview Partners, an estimated $379M sold.

Based on aggregated 13F filings for Q1 2021.