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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
LA
601
LVW Advisors
New York
$1.06M +$422K +1,381 +76%
AWM
602
Apollon Wealth Management
South Carolina
$1.05M -$77.6K -254 -7%
PIM
603
Plato Investment Management
Australia
$1.05M +$834K +2,730 +666%
BCG
604
BayBridge Capital Group
California
$1.04M +$26.9K +88 +3%
PA
605
Profund Advisors
Maryland
$1.04M -$26.9K -88 -3%
HWM
606
HB Wealth Management
Georgia
$1.04M +$86.2K +282 +10%
SPIA
607
Steward Partners Investment Advisory
New York
$992K +$300K +981 +49%
CCM
608
Coldstream Capital Management
Washington
$989K -$7.33K -24 -0.8%
DWP
609
Daymark Wealth Partners
Ohio
$988K -$11.3K -37 -1%
GWA
610
Gratus Wealth Advisors
Virginia
$983K
RCM
611
RB Capital Management
Nevada
$983K +$54.7K +179 +6%
STA
612
Summit Trail Advisors
New York
$981K +$125K +409 +16%
SDIC
613
South Dakota Investment Council
South Dakota
$980K
SWM
614
Spire Wealth Management
Virginia
$977K +$50.4K +165 +6%
AA
615
Argent Advisors
Louisiana
$963K
S
616
SignatureFD
Georgia
$958K +$19.3K +63 +2%
CCA
617
Checchi Capital Advisers
California
$952K +$16.8K +55 +2%
TWD
618
True Wealth Design
Ohio
$950K -$34.5K -113 -4%
XT
619
XTX Topco
Cayman Islands
$949K +$314K +1,027 +56%
ICG
620
InterOcean Capital Group
Tennessee
$948K -$152K -496 -15%
A
621
Allianz
Germany
$947K +$868K +2,840 New
CGH
622
Crossmark Global Holdings
Texas
$943K -$84.3K -276 -9%
BCM
623
Barden Capital Management
Texas
$942K -$337K -1,104 -28%
NW
624
NewEdge Wealth
Pennsylvania
$929K +$919K +3,007 New
OCBCO
625
Oversea-Chinese Banking Corp (OCBC)
Singapore
$924K +$847K +2,772 New

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.