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HCA Healthcare

822 hedge funds and large institutions have $46B invested in HCA Healthcare in 2021 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 292 increasing their positions, 291 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 65

6% more capital invested

Capital invested by funds: $43.4B → $46B (+$2.52B)

5% more funds holding

Funds holding: 786822 (+36)

0% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 291

1.24% less ownership

Funds ownership: 68.52%67.28% (-1.2%)

9% less funds holding in top 10

Funds holding in top 10: 3229 (-3)

31% less call options, than puts

Call options by funds: $240M | Put options by funds: $347M

Holders
822
Holders Change
+36
Holders Change %
+4.58%
% of All Funds
14.31%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.5%
New
107
Increased
292
Reduced
291
Closed
65
Calls
$240M
Puts
$347M
Net Calls
-$107M
Net Calls Change
-$257M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
676
BSW Wealth Partners
Colorado
$219K +$216K +1,061 New
DLA
677
Douglas Lane & Associates
New York
$215K +$212K +1,040 New
LWCFA
678
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$215K +$212K +1,040 New
RC
679
RegentAtlantic Capital
New Jersey
$214K +$211K +1,036 New
LFA
680
Landmark Financial Advisors
Kentucky
$214K +$211K +1,037 New
SC
681
Savant Capital
Illinois
$213K +$210K +1,031 New
WS
682
Wedbush Securities
California
$212K -$8.56K -42 -4%
RIA
683
Realta Investment Advisors
Delaware
$212K +$208K +1,023 New
QP
684
Quilter Plc
United Kingdom
$211K -$9.58K -47 -4%
DS
685
DRW Securities
Illinois
$209K +$206K +1,012 New
LSAG
686
Lake Street Advisors Group
New Hampshire
$208K +$175K +857 New
FGAM
687
Financial Gravity Asset Management
Texas
$207K -$611 -3 -16%
AG
688
AIA Group
Hong Kong
$207K +$194K +952 New
FAB
689
First American Bank
Illinois
$207K +$204K +1,000 New
GCIA
690
Gabelli & Co Investment Advisers
New York
$207K +$204K +1,000 New
NHC
691
Nicholas Hoffman & Company
Georgia
$207K +$204K +1,000 New
NSEDCP
692
NJ State Employees Deferred Compensation Plan
New Jersey
$207K +$204K +1,000 New
SDAM
693
Shulman DeMeo Asset Management
New York
$203K +$200K +980 New
FPA
694
First Pacific Advisors
California
$200K +$41.8K +205 +27%
WFI
695
West Family Investments
California
$200K +$197K +965 New
SAM
696
Silvercrest Asset Management
New York
$200K +$197K +969 New
FWM
697
Focused Wealth Management
New York
$192K +$10.2K +50 +6%
MHR
698
Matthew Hamilton Rosenberg
$190K
T
699
TOBAM
France
$187K
CTC
700
Central Trust Company
Missouri
$182K

HCA Hedge Fund Activity: Q2 2021 in Review

822 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q2 2021, worth a combined $46B — up 5.8% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new HCA positions and 65 closed out — a net gain of 42 holders — while 292 added to existing stakes and 291 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $210M. The largest seller was T. Rowe Price Associates, cutting an estimated $310M.

  • 822 institutional investors held HCA Healthcare (HCA) as of Q2 2021, up from 786 in Q1 2021.
  • Funds reported $46B of HCA Healthcare stock for Q2 2021, up 5.8% quarter-over-quarter.
  • 107 funds opened new HCA Healthcare positions in Q2 2021 and 65 closed out, a net change of +42 holders.
  • The largest HCA Healthcare buyer in Q2 2021 was Fidelity Investments, an estimated $210M added.
  • The largest HCA Healthcare seller in Q2 2021 was T. Rowe Price Associates, an estimated $310M sold.

Based on aggregated 13F filings for Q2 2021.