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HCA Healthcare
HCA

586 hedge funds and large institutions have $20.5B invested in HCA Healthcare in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 188 increasing their positions, 280 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.74% more ownership

Funds ownership: 71.45% → 72.19% (+0.74%)

5% less capital invested

Capital invested by funds: $21.5B → $20.5B (-$999M)

4% less funds holding

Funds holding: 613 → 586 (-27)

21% less funds holding in top 10

Funds holding in top 10: 28 → 22 (-6)

30% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 80

33% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 280

37% less call options, than puts

Call options by funds: $362M | Put options by funds: $578M

Holders
586
Holders Change
-27
Holders Change %
-4.4%
% of All Funds
15.64%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.59%
New
56
Increased
188
Reduced
280
Closed
80
Calls
$362M
Puts
$578M
Net Calls
-$217M
Net Calls Change
-$324M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$430M
2
Harris Associates
Harris Associates
Illinois
+$338M
3
BWA
Brave Warrior Advisors
New York
+$191M
4
LPC
Lone Pine Capital
Connecticut
+$128M
5
GCM
Glenview Capital Management
New York
+$107M

Top Sellers

Rank Fund Capital Flow
1
O
OrbiMed
New York
-$213M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$206M
3
WRF
Waddell & Reed Financial
Kansas
-$108M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$106M
5
WA
WestEnd Advisors
North Carolina
-$91.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
626
Westend Capital Management
California
– -$1.07M -13,924 Closed
SH
627
Svenska Handelsbanken
Sweden
– -$1.02M -13,200 Closed
NBC
628
Neuberger Berman Canada
Ontario, Canada
– -$932K -12,106 Closed
BCM
629
Barometer Capital Management
Ontario, Canada
– -$901K -11,700 Closed
HPCM
630
High Pointe Capital Management
Illinois
– -$879K -11,420 Closed
AIM
631
Assured Investment Management
New York
– -$839K -10,891 Closed
CFP
632
Cornerstone Financial Partners
North Carolina
– -$813K -10,545 Closed
Jennison Associates
633
Jennison Associates
New York
– -$787K -10,214 Closed
THCM
634
Tipp Hill Capital Management
New York
– -$693K -9,000 Closed
IC
635
IKOS CIF
Cyprus
– -$656K -8,651 Closed
BFG
636
Beacon Financial Group
Texas
– -$586K -7,610 Closed
ACM
637
Advent Capital Management
New York
– -$493K -6,400 Closed
MIP
638
Marietta Investment Partners
Wisconsin
– -$447K -5,800 Closed
AA
639
ALPS Advisors
Colorado
– -$430K -5,580 Closed
NAMA
640
Nikko Asset Management Americas
New York
– -$416K -5,400 Closed
AWM
641
Altavista Wealth Management
North Carolina
– -$413K -5,361 Closed
RCAMU
642
Rothschild & Co Asset Management US
Connecticut
– -$401K -5,209 Closed
Marshall Wace
643
Marshall Wace
United Kingdom
– -$386K -5,014 Closed
AT
644
Arden Trust
Delaware
– -$371 -4,819 Closed
LA
645
Lucus Advisors
New York
– -$343K -4,450 Closed
ACM
646
Argentus Capital Management
Texas
– -$307K -3,982 Closed
BCM
647
BlueCrest Capital Management
Jersey
– -$299K -3,879 Closed
RCAG
648
Rehmann Capital Advisory Group
Michigan
– -$284K -3,682 Closed
PM
649
Parametrica Management
Hong Kong
– -$273K -3,543 Closed
BFM
650
Boothbay Fund Management
New York
– -$264K -3,424 Closed
23 24 25
26
27

HCA Hedge Fund Activity: Q3 2016 in Review

586 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q3 2016, worth a combined $20.5B — down 4.6% from $21.5B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of HCA and 56 opened new positions — a net loss of 24 holders — while 280 trimmed existing stakes and 188 added.

The largest buyer was Wellington Management Group, adding an estimated $430M. The largest seller was OrbiMed, cutting an estimated $213M.

  • 586 institutional investors held HCA Healthcare (HCA) as of Q3 2016, down from 613 in Q2 2016.
  • Funds reported $20.5B of HCA Healthcare stock for Q3 2016, down 4.6% quarter-over-quarter.
  • 56 funds opened new HCA Healthcare positions in Q3 2016 and 80 closed out, a net change of -24 holders.
  • The largest HCA Healthcare buyer in Q3 2016 was Wellington Management Group, an estimated $430M added.
  • The largest HCA Healthcare seller in Q3 2016 was OrbiMed, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2016.