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HCA Healthcare

1,126 hedge funds and large institutions have $54.6B invested in HCA Healthcare in 2024 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 362 increasing their positions, 421 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 66

34% more call options, than puts

Call options by funds: $681M | Put options by funds: $510M

18% more capital invested

Capital invested by funds: $46.1B → $54.6B (+$8.43B)

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

7% more funds holding

Funds holding: 1,0561,126 (+70)

1.7% less ownership

Funds ownership: 63.64%61.94% (-1.7%)

14% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 421

Holders
1,126
Holders Change
+70
Holders Change %
+6.63%
% of All Funds
16.22%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.56%
New
154
Increased
362
Reduced
421
Closed
66
Calls
$681M
Puts
$510M
Net Calls
+$171M
Net Calls Change
+$284M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
551
Humankind Investments
New York
$1.42M -$197K -646 -13%
CG
552
Caprock Group
Idaho
$1.42M +$101K +329 +8%
CCM
553
Chickasaw Capital Management
Tennessee
$1.41M +$67.8K +222 +6%
O
554
Ossiam
France
$1.4M +$129K +423 +11%
SW
555
SVB Wealth
Massachusetts
$1.4M +$415K +1,358 +48%
AI
556
Atria Investments
North Carolina
$1.38M +$1.26M +4,135 New
FGA
557
Fortis Group Advisors
New Jersey
$1.37M -$5.72M -18,707 -82%
DADC
558
D.A. Davidson & Co
Montana
$1.37M -$89.2K -292 -7%
Public Sector Pension Investment Board (PSP Investments)
559
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.36M +$91.7K +300 +8%
WG
560
Winton Group
United Kingdom
$1.34M +$1.23M +4,010 New
ACA
561
Atlas Capital Advisors
Wyoming
$1.34M +$159K +521 +15%
SC
562
Scotia Capital
Ontario, Canada
$1.33M +$1.22M +3,998 New
HW
563
Hancock Whitney
Mississippi
$1.33M +$65.7K +215 +6%
PAG
564
Private Advisor Group
New Jersey
$1.33M +$154K +503 +14%
TPCM
565
Templeton & Phillips Capital Management
Tennessee
$1.31M +$43.4K +142 +4%
CAG
566
Csenge Advisory Group
Florida
$1.3M +$71.8K +235 +6%
BPA
567
Beacon Pointe Advisors
California
$1.3M -$2.74M -8,974 -70%
TPCW
568
TD Private Client Wealth
New York
$1.3M +$196K +641 +20%
BP
569
Ballentine Partners
Massachusetts
$1.29M +$11.6K +38 +1%
BWA
570
Brave Warrior Advisors
New York
$1.29M
WWM
571
Western Wealth Management
Colorado
$1.28M +$101K +332 +9%
MAS
572
Meeder Advisory Services
Ohio
$1.27M +$105K +344 +10%
SMH
573
Sanders Morris Harris
Texas
$1.26M +$15.6K +51 +1%
VSQM
574
V-Square Quantitative Management
Illinois
$1.26M +$245K +802 +27%
Lido Advisors
575
Lido Advisors
California
$1.25M +$345K +1,130 +43%

HCA Hedge Fund Activity: Q1 2024 in Review

1,126 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q1 2024, worth a combined $54.6B — up 18% from $46.1B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new HCA positions and 66 closed out — a net gain of 88 holders — while 362 added to existing stakes and 421 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $403M. The largest seller was Morgan Stanley, cutting an estimated $605M.

  • 1,126 institutional investors held HCA Healthcare (HCA) as of Q1 2024, up from 1,056 in Q4 2023.
  • Funds reported $54.6B of HCA Healthcare stock for Q1 2024, up 18% quarter-over-quarter.
  • 154 funds opened new HCA Healthcare positions in Q1 2024 and 66 closed out, a net change of +88 holders.
  • The largest HCA Healthcare buyer in Q1 2024 was Wellington Management Group, an estimated $403M added.
  • The largest HCA Healthcare seller in Q1 2024 was Morgan Stanley, an estimated $605M sold.

Based on aggregated 13F filings for Q1 2024.