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HCA Healthcare

717 hedge funds and large institutions have $35.2B invested in HCA Healthcare in 2019 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 225 increasing their positions, 296 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 59

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

23% more capital invested

Capital invested by funds: $28.7B → $35.2B (+$6.56B)

6% more funds holding

Funds holding: 679717 (+38)

0.43% more ownership

Funds ownership: 69.95%70.39% (+0.43%)

12% less call options, than puts

Call options by funds: $261M | Put options by funds: $295M

24% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 296

Holders
717
Holders Change
+38
Holders Change %
+5.6%
% of All Funds
14.13%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.47%
New
109
Increased
225
Reduced
296
Closed
59
Calls
$261M
Puts
$295M
Net Calls
-$34M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
651
San Francisco Sentry Investment Group
California
$28K -$1.75K -13 -6%
TFO
652
Tarbox Family Office
California
$26K +$671 +5 +3%
JWA
653
JFS Wealth Advisors
Pennsylvania
$25K
AAM
654
Advisors Asset Management
Colorado
$25K +$20.7K +154 +1,283%
ICM
655
Islay Capital Management
Texas
$24K +$21.5K +160 New
WB
656
West Bancorporation
Iowa
$24K +$21.6K +161 New
SLF
657
Sun Life Financial
Ontario, Canada
$23K -$8.73K -65 -30%
ST
658
Smithfield Trust
Pennsylvania
$23K
M
659
Mirova
France
$23K +$20.5K +153 New
EARNEST Partners
660
EARNEST Partners
Georgia
$22K
OIA
661
Optimum Investment Advisors
Illinois
$21K
EW
662
Evoke Wealth
California
$20.9K -$2.69K -20 -12%
EI
663
Ellevest Inc
New York
$20K
TSW
664
Thompson Siegel & Walmsley
Virginia
$18K
SQA
665
Simon Quick Advisors
New Jersey
$18K +$16.1K +120 New
CCM
666
Covington Capital Management
California
$17K
CAM
667
Close Asset Management
United Kingdom
$15K
OC
668
Oakworth Capital
Alabama
$15K
GWS
669
Glassman Wealth Services
Virginia
$14K -$403 -3 -3%
FA
670
Fortis Advisors
Pennsylvania
$14K
IF
671
Ironwood Financial
Arizona
$14K
IA
672
IndexIQ Advisors
New York
$14K +$12.4K +92 New
VCP
673
Verus Capital Partners
Arizona
$14K +$13K +97 New
CCA
674
Column Capital Advisors
Indiana
$14K +$13.4K +100 New
JG
675
Jefferies Group
New York
$13K -$6.89M -51,280 -100%

HCA Hedge Fund Activity: Q4 2019 in Review

717 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q4 2019, worth a combined $35.2B — up 23% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new HCA positions and 59 closed out — a net gain of 50 holders — while 225 added to existing stakes and 296 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $346M. The largest seller was Magellan Asset Management, cutting an estimated $755M.

  • 717 institutional investors held HCA Healthcare (HCA) as of Q4 2019, up from 679 in Q3 2019.
  • Funds reported $35.2B of HCA Healthcare stock for Q4 2019, up 23% quarter-over-quarter.
  • 109 funds opened new HCA Healthcare positions in Q4 2019 and 59 closed out, a net change of +50 holders.
  • The largest HCA Healthcare buyer in Q4 2019 was T. Rowe Price Associates, an estimated $346M added.
  • The largest HCA Healthcare seller in Q4 2019 was Magellan Asset Management, an estimated $755M sold.

Based on aggregated 13F filings for Q4 2019.