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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
SAM
626
Seelaus Asset Management
New Jersey
$245K – – –
PSUF
627
People's United Financial
Connecticut
$243K +$228K +1,292 New
GSC
628
Ground Swell Capital
South Carolina
$238K +$223K +1,263 New
HB
629
Homrich & Berg
Georgia
$234K – – –
GIP
630
Granite Investment Partners
California
$233K – – –
KFP
631
KMG Fiduciary Partners
Ohio
$233K +$218K +1,237 New
ED
632
Exane Derivatives
France
$231K +$7.05K +40 +3%
HIA
633
Harbor Investment Advisory
Maryland
$231K – – –
HFM
634
Harvest Fund Management
China
$229K +$98.6K +559 +85%
HWA
635
Heritage Wealth Advisors
Virginia
$229K – – –
ICM
636
Islay Capital Management
Texas
$228K +$159K +899 +290%
NIA
637
Northstar Investment Advisors
Colorado
$228K +$213K +1,210 New
CC
638
Centiva Capital
New York
$222K +$208K +1,179 New
PMG
639
ProVise Management Group
Florida
$219K +$205K +1,165 New
1WA
640
180 Wealth Advisors
Washington
$217K -$123K -695 -40%
PIM
641
Profit Investment Management
Maryland
$217K +$202K +1,148 New
TCA
642
Transcend Capital Advisors
New Jersey
$217K +$204K +1,155 New
MA
643
MJP Associates
Connecticut
$216K +$202K +1,146 New
CF
644
Centaurus Financial
California
$215K -$37.9K -215 -16%
FWP
645
FAS Wealth Partners
Kansas
$215K +$201K +1,140 New
CAG
646
Csenge Advisory Group
Florida
$214K +$198K +1,122 New
Verition Fund Management
647
Verition Fund Management
Connecticut
$210K +$197K +1,117 New
Fayez Sarofim & Co
648
Fayez Sarofim & Co
Texas
$208K +$195K +1,103 New
9WM
649
9258 Wealth Management
Ohio
$202K +$189K +1,071 New
QP
650
Quilter Plc
United Kingdom
$201K +$188K +1,068 New
24 25
26
27 28

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.