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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
VFA
601
Voya Financial Advisors
Connecticut
$290K +$13.2K +75 +5%
CA
602
Cetera Advisors
Colorado
$289K +$6K +34 +2%
OWA
603
One Wealth Advisors
California
$289K +$19.9K +113 +8%
QCG
604
Quadrant Capital Group
Ohio
$289K +$24.9K +141 +10%
SC
605
Sierra Capital
Florida
$288K +$270K +1,530 New
PAM
606
Peak Asset Management
Colorado
$287K – – –
B
607
Bridgeworth
Alabama
$283K – – –
PGIM
608
Pacific Global Investment Management
California
$280K -$1.59K -9 -0.6%
UCFA
609
United Capital Financial Advisors
Texas
$276K +$13K +74 +5%
AWA
610
Alta Wealth Advisors
Massachusetts
$275K – – –
VF
611
Virtu Financial
New York
$275K +$36.1K +205 +16%
CCM
612
Coldstream Capital Management
Washington
$272K +$13.6K +77 +6%
GT
613
Glenmede Trust
Pennsylvania
$272K +$255K +1,447 New
IC
614
IEQ Capital
California
$268K +$251K +1,423 New
PA
615
Parallel Advisors
California
$266K +$29.3K +166 +13%
SFSIG
616
San Francisco Sentry Investment Group
California
$265K +$20.3K +115 +9%
GWMIA
617
Global Wealth Management Investment Advisory
Florida
$264K +$705 +4 +0.3%
SSCA
618
South Shore Capital Advisors
Massachusetts
$258K – – –
BMO
619
Beck Mack & Oliver
New York
$255K – – –
OA
620
Oxbow Advisors
Texas
$254K -$882 -5 -0.4%
W
621
WealthStone
Ohio
$252K +$13.4K +76 +6%
CS
622
Comerica Securities
Michigan
$251K -$474K -2,686 -67%
Brown Advisory
623
Brown Advisory
Maryland
$249K -$55.4K -314 -19%
OPS
624
Orion Portfolio Solutions
Nebraska
$249K +$233K +1,323 New
RJT
625
Raymond James Trust
Florida
$247K +$232K +1,314 New
23 24
25
26 27

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.