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HCA Healthcare

822 hedge funds and large institutions have $46B invested in HCA Healthcare in 2021 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 292 increasing their positions, 291 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 65

6% more capital invested

Capital invested by funds: $43.4B → $46B (+$2.52B)

5% more funds holding

Funds holding: 786822 (+36)

0% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 291

1.24% less ownership

Funds ownership: 68.52%67.28% (-1.2%)

9% less funds holding in top 10

Funds holding in top 10: 3229 (-3)

31% less call options, than puts

Call options by funds: $240M | Put options by funds: $347M

Holders
822
Holders Change
+36
Holders Change %
+4.58%
% of All Funds
14.31%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.5%
New
107
Increased
292
Reduced
291
Closed
65
Calls
$240M
Puts
$347M
Net Calls
-$107M
Net Calls Change
-$257M
Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
626
Global Wealth Management Investment Advisory
Florida
$290K +$611 +3 +0.2%
AIA
627
Arrow Investment Advisors
Maryland
$289K +$285K +1,398 New
FA
628
FDx Advisors
Illinois
$288K -$350K -1,717 -55%
CMBA
629
C.M. Bidwell & Associates
Hawaii
$288K +$284K +1,393 New
SFSIG
630
San Francisco Sentry Investment Group
California
$281K -$10.2K -50 -4%
CCMG
631
Clark Capital Management Group
Pennsylvania
$281K +$277K +1,361 New
SOW
632
State of Wyoming
Wyoming
$280K +$196K +960 +243%
ICM
633
Islay Capital Management
Texas
$275K +$25.1K +123 +10%
ALAM
634
Asahi Life Asset Management
Japan
$273K +$269K +1,320 New
PFA
635
Pinnacle Family Advisors
Missouri
$273K +$269K +1,322 New
RJT
636
Raymond James Trust
Florida
$272K +$815 +4 +0.3%
WAM
637
Wolverine Asset Management
Illinois
$271K +$268K +1,315 New
HFM
638
Harvest Fund Management
China
$270K +$18.5K +91 +7%
SAM
639
Seelaus Asset Management
New Jersey
$269K
YIH
640
Y-Intercept (HK)
Hong Kong
$268K +$264K +1,294 New
AAP
641
Arax Advisory Partners
Colorado
$267K +$263K +1,290 New
BRWA
642
B. Riley Wealth Advisors
Florida
$267K +$266K +1,304 New
SPIA
643
Steward Partners Investment Advisory
New York
$263K -$68.7K -337 -21%
HB
644
Homrich & Berg
Georgia
$259K +$2.04K +10 +0.8%
GIP
645
Granite Investment Partners
California
$256K
KFP
646
KMG Fiduciary Partners
Ohio
$256K
FTDI
647
First Trust Direct Indexing
Massachusetts
$256K +$253K +1,240 New
HIA
648
Harbor Investment Advisory
Maryland
$253K
HWA
649
Heritage Wealth Advisors
Virginia
$251K
HAG
650
HighPoint Advisor Group
Illinois
$248K +$245K +1,200 New

HCA Hedge Fund Activity: Q2 2021 in Review

822 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q2 2021, worth a combined $46B — up 5.8% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new HCA positions and 65 closed out — a net gain of 42 holders — while 292 added to existing stakes and 291 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $210M. The largest seller was T. Rowe Price Associates, cutting an estimated $310M.

  • 822 institutional investors held HCA Healthcare (HCA) as of Q2 2021, up from 786 in Q1 2021.
  • Funds reported $46B of HCA Healthcare stock for Q2 2021, up 5.8% quarter-over-quarter.
  • 107 funds opened new HCA Healthcare positions in Q2 2021 and 65 closed out, a net change of +42 holders.
  • The largest HCA Healthcare buyer in Q2 2021 was Fidelity Investments, an estimated $210M added.
  • The largest HCA Healthcare seller in Q2 2021 was T. Rowe Price Associates, an estimated $310M sold.

Based on aggregated 13F filings for Q2 2021.