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HCA Healthcare

564 hedge funds and large institutions have $22.6B invested in HCA Healthcare in 2017 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 151 increasing their positions, 242 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 57

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

7% more funds holding

Funds holding: 529564 (+35)

5% more capital invested

Capital invested by funds: $21.5B → $22.6B (+$1.07B)

2.04% less ownership

Funds ownership: 74.79%72.75% (-2%)

38% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 242

43% less call options, than puts

Call options by funds: $243M | Put options by funds: $427M

Holders
564
Holders Change
+35
Holders Change %
+6.62%
% of All Funds
12.79%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.48%
New
99
Increased
151
Reduced
242
Closed
57
Calls
$243M
Puts
$427M
Net Calls
-$184M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
601
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$271K -3,400 Closed
EGA
602
E&G Advisors
Texas
-$255K -3,200 Closed
FLPIM
603
F.L. Putnam Investment Management
Massachusetts
-$248K -3,110 Closed
Susquehanna International Group
604
Susquehanna International Group
Pennsylvania
-$247K -3,077 Closed
TMAM
605
Tokio Marine Asset Management
Japan
-$244K -3,067 Closed
KeyBank National Association
606
KeyBank National Association
Ohio
-$219K -2,751 Closed
BONST
607
Bank of Nova Scotia Trust
Ontario, Canada
-$88K -1,103 Closed
CLOS
608
Compagnie Lombard Odier SCmA
Switzerland
-$74K -936 Closed
FMT
609
First Mercantile Trust
Tennessee
-$68K -858 Closed
OAM
610
Oppenheimer Asset Management
New York
-$63K -789 Closed
EAM
611
Exane Asset Management
France
-$52.6K -661 Closed
NFG
612
Next Financial Group
Texas
-$30K -400 Closed
TDC
613
Thompson Davis & Co
Virginia
-$28K -349 Closed
MCIA
614
Mountain Capital Investment Advisors
Colorado
-$12K -150 Closed
CP
615
Corbenic Partners
Pennsylvania
-$10K -120 Closed
JFGIW
616
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$9K -115 Closed
CPIG
617
Chicago Partners Investment Group
Illinois
-$6K -70 Closed
NC
618
NewSquare Capital
Pennsylvania
-$5K -57 Closed
CMBA
619
C.M. Bidwell & Associates
Hawaii
-$2K -26 Closed
SIAS
620
Shine Investment Advisory Services
Colorado
-$2K -26 Closed
MFW
621
Mosaic Family Wealth
Missouri
-$2K -20 Closed
AC
622
Avestar Capital
New York
+$803 +10 New

HCA Hedge Fund Activity: Q4 2017 in Review

564 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q4 2017, worth a combined $22.6B — up 5% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HCA positions and 57 closed out — a net gain of 42 holders — while 151 added to existing stakes and 242 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $376M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.02B.

  • 564 institutional investors held HCA Healthcare (HCA) as of Q4 2017, up from 529 in Q3 2017.
  • Funds reported $22.6B of HCA Healthcare stock for Q4 2017, up 5% quarter-over-quarter.
  • 99 funds opened new HCA Healthcare positions in Q4 2017 and 57 closed out, a net change of +42 holders.
  • The largest HCA Healthcare buyer in Q4 2017 was Magellan Asset Management, an estimated $376M added.
  • The largest HCA Healthcare seller in Q4 2017 was T. Rowe Price Associates, an estimated $1.02B sold.

Based on aggregated 13F filings for Q4 2017.