We are live on ! Find out more
HCA icon

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
Focus Partners Wealth
651
Focus Partners Wealth
Massachusetts
$822K +$22K +72 +3%
KIA
652
Knollwood Investment Advisory
Maryland
$820K
TAM
653
Trust Asset Management
Texas
$820K
AWM
654
Avior Wealth Management
Nebraska
$818K -$321K -1,051 -30%
PSCM
655
Per Stirling Capital Management
Texas
$813K +$482K +1,577 +183%
DA
656
Denali Advisors
California
$800K +$91.7K +300 +14%
PAS
657
Point72 Asia (Singapore)
Singapore
$800K +$733K +2,398 New
V
658
VeraBank
Texas
$791K
BPGAM
659
BTG Pactual Global Asset Management
Bermuda
$791K +$725K +2,373 New
JAFL
660
Jay A. Fishman Ltd
Michigan
$787K -$7.64K -25 -1%
AA
661
ALPS Advisors
Colorado
$780K +$122K +399 +21%
SWP
662
Stratos Wealth Partners
Ohio
$771K -$178K -583 -20%
BWM
663
Biltmore Wealth Management
Arizona
$758K
A
664
AlphaQuest
New York
$739K -$681K -2,230 -50%
KeyBank National Association
665
KeyBank National Association
Ohio
$738K +$11.3K +37 +2%
GCM
666
Gallacher Capital Management
Colorado
$736K -$14.4K -47 -2%
WCM
667
Weaver Capital Management
Georgia
$727K +$186K +608 +39%
HFM
668
Hartford Funds Management
Pennsylvania
$726K +$96.6K +316 +17%
SFA
669
Sequoia Financial Advisors
Ohio
$725K -$468K -1,533 -41%
AIP
670
Ameritas Investment Partners
Nebraska
$714K -$20.5K -67 -3%
EFL
671
ERn Financial LLC
Wisconsin
$708K +$9.17K +30 +1%
QCG
672
Quadrant Capital Group
Ohio
$706K +$611 +2 +0.1%
Brown Advisory
673
Brown Advisory
Maryland
$704K +$61.1K +200 +10%
CWP
674
CFM Wealth Partners
Texas
$704K
CIA
675
Concurrent Investment Advisors
Florida
$700K +$46.4K +152 +8%

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.