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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
GT
626
Glenmede Trust
Pennsylvania
$921K +$77.6K +254 +10%
CTA
627
Chesley Taft & Associates
Illinois
$919K
MWA
628
Midland Wealth Advisors
Illinois
$913K -$74K -242 -8%
AT
629
Arlington Trust
Alabama
$913K -$33.3K -109 -4%
DL
630
DOHJ LLC
Washington
$911K -$232K -760 -22%
AA
631
AJ Advisors
Tennessee
$900K +$1.22K +4 +0.1%
LSAG
632
Lake Street Advisors Group
New Hampshire
$900K +$9.17K +30 +1%
CA
633
Continuum Advisory
Idaho
$888K -$70.6K -231 -8%
AIM
634
Allen Investment Management
New York
$886K -$144K -471 -15%
FCI
635
Financial Counselors Inc
Kansas
$881K +$11K +36 +1%
USCWA
636
U.S. Capital Wealth Advisors
Texas
$879K -$164K -536 -17%
IFWM
637
Institute for Wealth Management
Colorado
$873K
AWS
638
Atria Wealth Solutions
New York
$872K +$24.1K +79 +3%
MF
639
Manchester Financial
California
$866K -$228K -747 -22%
IWC
640
Integrated Wealth Concepts
Massachusetts
$861K +$230K +753 +41%
CIM
641
CIM Investment Management
Pennsylvania
$858K
WPC
642
Wedmont Private Capital
Pennsylvania
$850K +$17.4K +57 +2%
AAM
643
Advisors Asset Management
Colorado
$848K +$420K +1,374 +118%
BRWA
644
B. Riley Wealth Advisors
Florida
$844K +$365K +1,196 +53%
DAL
645
Delta Accumulation LLC
California
$834K +$764K +2,500 New
PCP
646
Pacific Capital Partners
$832K
MWM
647
Mission Wealth Management
California
$830K +$20.8K +68 +3%
MCM
648
MAI Capital Management
Ohio
$828K +$69.4K +227 +10%
CC
649
Centiva Capital
New York
$824K +$235K +768 +45%
CDH
650
Charles D. Hyman
$822K

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.