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HCA Healthcare
HCA

700 hedge funds and large institutions have $30.1B invested in HCA Healthcare in 2018 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 255 increasing their positions, 243 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 59

7% more funds holding

Funds holding: 657 → 700 (+43)

5% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 243

0.49% more ownership

Funds ownership: 70.53% → 71.02% (+0.49%)

11% less capital invested

Capital invested by funds: $33.9B → $30.1B (-$3.73B)

13% less funds holding in top 10

Funds holding in top 10: 31 → 27 (-4)

47% less call options, than puts

Call options by funds: $154M | Put options by funds: $292M

Holders
700
Holders Change
+43
Holders Change %
+6.54%
% of All Funds
15.59%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.6%
New
107
Increased
255
Reduced
243
Closed
59
Calls
$154M
Puts
$292M
Net Calls
-$137M
Net Calls Change
-$40.5M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$289M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$256M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$174M
4
Goldman Sachs
Goldman Sachs
New York
+$168M
5
Man Group
Man Group
United Kingdom
+$121M

Top Sellers

Rank Fund Capital Flow
1
Harris Associates
Harris Associates
Illinois
-$783M
2
Millennium Management
Millennium Management
New York
-$147M
3
HM
HealthCor Management
New York
-$118M
4
BM
Bridger Management
New York
-$110M
5
CCM
Chieftain Capital Management
New York
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
EI
676
Ellevest Inc
New York
$4K +$4.43K +33 New
SWA
677
Sutton Wealth Advisors
Florida
$3.24K – – –
RWML
678
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$3.11K – – –
KL
679
KWMG LLC
Kansas
$3K -$1.21K -9 -26%
CB
680
Community Bank
New York
$3K – – –
FIB
681
First Interstate Bank
Montana
$3K – – –
WTC
682
WhitTier Trust Company
Nevada
$3K – – –
WAS
683
Winch Advisory Services
Wisconsin
$3K – – –
BAM
684
Bruderman Asset Management
New York
$3K +$2.82K +21 New
OFW
685
Omnia Family Wealth
Florida
$3K +$2.82K +21 New
AC
686
Avestar Capital
New York
$2K – – –
NR
687
Newfound Research
Massachusetts
$2K +$268 +2 +12%
PHK
688
Point72 Hong Kong
Hong Kong
$2K +$1.75K +13 New
PG
689
Proffitt & Goodson
Tennessee
$2K +$2.42K +18 New
W
690
WealthOne
New York
$2K +$2.68K +20 New
RA
691
Rational Advisors
New York
$1K -$4.79M -35,693 -100%
GWS
692
Glassman Wealth Services
Virginia
$1K – – –
WT
693
Whittier Trust
California
$1K – – –
LPWM
694
Lake Point Wealth Management
Texas
$1K +$671 +5 New
GWMIA
695
Global Wealth Management Investment Advisory
Florida
$1K +$1.07K +8 New
NIM
696
NuWave Investment Management
New Jersey
$1K +$1.48K +11 New
AAM
697
Advisors Asset Management
Colorado
$1K +$1.61K +12 New
NA
698
NewEdge Advisors
Louisiana
$478 +$515K +3,838 New
GT
699
Glenmede Trust
Pennsylvania
$223 +$71.3K +531 +42%
CF
700
Centaurus Financial
California
$3 +$53.8K +401 +13,367%
26 27
28
29 30

HCA Hedge Fund Activity: Q4 2018 in Review

700 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q4 2018, worth a combined $30.1B — down 11% from $33.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new HCA positions and 59 closed out — a net gain of 48 holders — while 255 added to existing stakes and 243 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $289M. The largest seller was Harris Associates, cutting an estimated $783M.

  • 700 institutional investors held HCA Healthcare (HCA) as of Q4 2018, up from 657 in Q3 2018.
  • Funds reported $30.1B of HCA Healthcare stock for Q4 2018, down 11% quarter-over-quarter.
  • 107 funds opened new HCA Healthcare positions in Q4 2018 and 59 closed out, a net change of +48 holders.
  • The largest HCA Healthcare buyer in Q4 2018 was T. Rowe Price Associates, an estimated $289M added.
  • The largest HCA Healthcare seller in Q4 2018 was Harris Associates, an estimated $783M sold.

Based on aggregated 13F filings for Q4 2018.