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HCA Healthcare

1,013 hedge funds and large institutions have $52.6B invested in HCA Healthcare in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 322 increasing their positions, 420 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 66

14% more capital invested

Capital invested by funds: $46.4B → $52.6B (+$6.27B)

4% more funds holding

Funds holding: 9701,013 (+43)

3% more call options, than puts

Call options by funds: $585M | Put options by funds: $567M

0.58% less ownership

Funds ownership: 63.63%63.06% (-0.58%)

10% less funds holding in top 10

Funds holding in top 10: 4036 (-4)

23% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 420

Holders
1,013
Holders Change
+43
Holders Change %
+4.43%
% of All Funds
15.91%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.57%
New
112
Increased
322
Reduced
420
Closed
66
Calls
$585M
Puts
$567M
Net Calls
+$17.8M
Net Calls Change
+$104M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
576
Monetta Financial Services
Illinois
$910K
HWM
577
HB Wealth Management
Georgia
$905K +$62K +223 +8%
O
578
Ossiam
France
$898K -$7.5M -26,979 -90%
CWP
579
Curated Wealth Partners
California
$894K +$590K +2,123 +258%
STA
580
Summit Trail Advisors
New York
$882K +$41.4K +149 +5%
HI
581
Horizon Investments
North Carolina
$881K -$213K -765 -21%
AWM
582
Apollon Wealth Management
South Carolina
$880K +$110K +395 +16%
S
583
SignatureFD
Georgia
$872K +$15.8K +57 +2%
FTDI
584
First Trust Direct Indexing
Massachusetts
$859K +$69.2K +249 +10%
IWC
585
Integrated Wealth Concepts
Massachusetts
$853K +$352K +1,265 +82%
AWM
586
Avior Wealth Management
Nebraska
$851K -$209K -750 -21%
DWP
587
Destiny Wealth Partners
Florida
$845K
CTA
588
Chesley Taft & Associates
Illinois
$836K
RCM
589
RB Capital Management
Nevada
$835K -$19.5K -70 -2%
CCA
590
Checchi Capital Advisers
California
$834K -$51.4K -185 -6%
AIM
591
Acropolis Investment Management
Missouri
$832K +$16.7K +60 +2%
MCM
592
MAI Capital Management
Ohio
$832K +$3.34K +12 +0.4%
FFG
593
Fortem Financial Group
California
$831K -$34.5K -124 -4%
CTC
594
Central Trust Company
Missouri
$826K -$13.1K -47 -2%
USCWA
595
U.S. Capital Wealth Advisors
Texas
$823K -$9.45K -34 -1%
BCM
596
Barden Capital Management
Texas
$817K -$349K -1,255 -32%
FHB
597
First Hawaiian Bank
Hawaii
$817K +$254K +915 +52%
FMAEN1
598
Fund Management at Engine No 1
California
$815K +$31.4K +113 +4%
PA
599
Paragon Advisors
Texas
$809K +$741K +2,666 New
IFWM
600
Institute for Wealth Management
Colorado
$799K -$5.28K -19 -0.7%

HCA Hedge Fund Activity: Q2 2023 in Review

1,013 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q2 2023, worth a combined $52.6B — up 14% from $46.4B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new HCA positions and 66 closed out — a net gain of 46 holders — while 322 added to existing stakes and 420 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $513M. The largest seller was T. Rowe Price Associates, cutting an estimated $619M.

  • 1,013 institutional investors held HCA Healthcare (HCA) as of Q2 2023, up from 970 in Q1 2023.
  • Funds reported $52.6B of HCA Healthcare stock for Q2 2023, up 14% quarter-over-quarter.
  • 112 funds opened new HCA Healthcare positions in Q2 2023 and 66 closed out, a net change of +46 holders.
  • The largest HCA Healthcare buyer in Q2 2023 was Royal Bank of Canada, an estimated $513M added.
  • The largest HCA Healthcare seller in Q2 2023 was T. Rowe Price Associates, an estimated $619M sold.

Based on aggregated 13F filings for Q2 2023.