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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
IF
576
Intrua Financial
Texas
$363K +$14.3K +81 +5%
IWS
577
Insight Wealth Strategies
California
$359K -$1.59K -9 -0.5%
KS
578
Karpas Strategies
Connecticut
$358K +$335K +1,900 New
PP
579
PDT Partners
New York
$358K +$335K +1,900 New
EI
580
Ethic Inc
New York
$353K -$98.6K -559 -23%
BMC
581
Beaton Management Company
Massachusetts
$348K – – –
AssetMark Inc
582
AssetMark Inc
California
$345K +$14.6K +83 +5%
AC
583
Avestar Capital
New York
$344K -$15.7K -89 -5%
LNC
584
Lincoln National Corp
Pennsylvania
$343K +$22K +125 +7%
OFG
585
OmniStar Financial Group
North Carolina
$342K +$320K +1,815 New
WW
586
Westshore Wealth
California
$338K +$317K +1,796 New
JF
587
Jump Financial
Illinois
$336K -$190K -1,080 -38%
MPCG
588
Matrix Private Capital Group
New York
$334K +$8.82K +50 +3%
SCM
589
Shelton Capital Management
Colorado
$325K -$12.5K -71 -4%
FIM
590
Freedom Investment Management
Connecticut
$323K -$19.6K -111 -6%
FMLI
591
Fukoku Mutual Life Insurance
Japan
$320K -$35.3K -200 -11%
MCWS
592
McKinley Carter Wealth Services
West Virginia
$320K +$1.23K +7 +0.4%
S
593
SignatureFD
Georgia
$309K +$27K +153 +10%
TSS
594
Two Sigma Securities
New York
$308K +$23.5K +133 +9%
RWP
595
RWA Wealth Partners
Massachusetts
$303K +$705 +4 +0.2%
SPIA
596
Steward Partners Investment Advisory
New York
$303K -$183K -1,039 -39%
UR
597
USCA RIA
Texas
$302K -$34K -193 -11%
JGGDR
598
JGP Global Gestao de Recursos
Brazil
$294K -$265K -1,502 -49%
TI
599
Tidal Investments
Wisconsin
$294K +$275K +1,559 New
HBT
600
Heartland Bank & Trust
Illinois
$293K +$274K +1,554 New
22 23
24
25 26

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.