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HCA Healthcare
HCA

786 hedge funds and large institutions have $43.4B invested in HCA Healthcare in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 286 increasing their positions, 276 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $360M | Put options by funds: $210M

18% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 84

10% more capital invested

Capital invested by funds: $39.5B → $43.4B (+$3.9B)

3% more funds holding in top 10

Funds holding in top 10: 31 → 32 (+1)

1% more funds holding

Funds holding: 778 → 786 (+8)

4% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 276

1.69% less ownership

Funds ownership: 70.22% → 68.52% (-1.7%)

Holders
786
Holders Change
+8
Holders Change %
+1.03%
% of All Funds
13.8%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.56%
New
99
Increased
286
Reduced
276
Closed
84
Calls
$360M
Puts
$210M
Net Calls
+$150M
Net Calls Change
+$169M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$445M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$299M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$160M
4
AAMU
Amundi Asset Management US
Massachusetts
+$68.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$55.5M

Top Sellers

1
LP
Longview Partners
Guernsey
-$379M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$297M
3
BlackRock
BlackRock
New York
-$204M
4
Citadel Advisors
Citadel Advisors
Florida
-$182M
5
Ameriprise
Ameriprise
Minnesota
-$149M
Name Holding Trade Value Shares
Change 		Change in
Stake
TH
676
TCTC Holdings
Texas
$94K – – –
CI
677
CX Institutional
Indiana
$93K +$20.1K +114 +30%
PIM
678
Platinum Investment Management
Australia
$92K – – –
CFO
679
CVA Family Office
Colorado
$91K +$42.3K +240 +98%
PWMG
680
Prestige Wealth Management Group
New Jersey
$90K – – –
WAP
681
Wealthcare Advisory Partners
Pennsylvania
$88K +$82.5K +468 New
LS
682
Leelyn Smith
Illinois
$87K +$24.7K +140 +44%
WT
683
Whittier Trust
California
$81K -$13.2K -75 -15%
AIC
684
Archer Investment Corporation
Indiana
$75.3K – – –
SOW
685
State of Wyoming
Wyoming
$74K +$69.7K +395 New
DZ Bank
686
DZ Bank
Germany
$69.5K – – –
LC
687
Lindbrook Capital
California
$67K +$5.29K +30 +9%
MSFP
688
Mark Sheptoff Financial Planning
Connecticut
$66K – – –
ST
689
Smithfield Trust
Pennsylvania
$65K – – –
MC
690
Maverick Capital
Texas
$64K -$2.82M -15,980 -98%
SWM
691
Spire Wealth Management
Virginia
$63K +$58.9K +334 New
AWA
692
Arkadios Wealth Advisors
Georgia
$62K +$176 +1 +0.3%
CHC
693
City Holding Co
West Virginia
$59K – – –
EP
694
Eudaimonia Partners
Tennessee
$59K – – –
PFBT
695
Parkside Financial Bank & Trust
Missouri
$58K +$353 +2 +0.7%
VBCG
696
Valley Brook Capital Group
Pennsylvania
$56K – – –
GRP
697
Global Retirement Partners
California
$56K +$4.58K +26 +10%
TF
698
Tompkins Financial
New York
$52K – – –
SN
699
Sittner & Nelson
Oregon
$47K – – –
FAM
700
Fred Alger Management
New York
$47K +$44.4K +252 New
26 27
28
29 30

HCA Hedge Fund Activity: Q1 2021 in Review

786 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q1 2021, worth a combined $43.4B — up 9.9% from $39.5B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HCA positions and 84 closed out — a net gain of 15 holders — while 286 added to existing stakes and 276 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $445M. The largest seller was Longview Partners, cutting an estimated $379M.

  • 786 institutional investors held HCA Healthcare (HCA) as of Q1 2021, up from 778 in Q4 2020.
  • Funds reported $43.4B of HCA Healthcare stock for Q1 2021, up 9.9% quarter-over-quarter.
  • 99 funds opened new HCA Healthcare positions in Q1 2021 and 84 closed out, a net change of +15 holders.
  • The largest HCA Healthcare buyer in Q1 2021 was JP Morgan Chase, an estimated $445M added.
  • The largest HCA Healthcare seller in Q1 2021 was Longview Partners, an estimated $379M sold.

Based on aggregated 13F filings for Q1 2021.