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HCA Healthcare

1,013 hedge funds and large institutions have $52.6B invested in HCA Healthcare in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 322 increasing their positions, 420 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 66

14% more capital invested

Capital invested by funds: $46.4B → $52.6B (+$6.27B)

4% more funds holding

Funds holding: 9701,013 (+43)

3% more call options, than puts

Call options by funds: $585M | Put options by funds: $567M

0.58% less ownership

Funds ownership: 63.63%63.06% (-0.58%)

10% less funds holding in top 10

Funds holding in top 10: 4036 (-4)

23% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 420

Holders
1,013
Holders Change
+43
Holders Change %
+4.43%
% of All Funds
15.91%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.57%
New
112
Increased
322
Reduced
420
Closed
66
Calls
$585M
Puts
$567M
Net Calls
+$17.8M
Net Calls Change
+$104M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
676
BOK Financial
Oklahoma
$515K -$4.73K -17 -1%
MCWS
677
McKinley Carter Wealth Services
West Virginia
$513K -$12.5K -45 -3%
HSG
678
Helen Stephens Group
Texas
$511K +$5.28K +19 +1%
KS
679
Karpas Strategies
Connecticut
$501K +$834 +3 +0.2%
SCA
680
Snowden Capital Advisors
New York
$500K +$194K +699 +74%
HIM
681
Hillsdale Investment Management
Ontario, Canada
$499K
PFS
682
Prospera Financial Services
Texas
$491K +$450K +1,618 New
EI
683
Ellevest Inc
New York
$489K +$22.2K +80 +5%
CT
684
Caldwell Trust
Florida
$488K +$6.67K +24 +2%
SPIA
685
Steward Partners Investment Advisory
New York
$482K -$24.5K -88 -5%
KWM
686
Kingsview Wealth Management
Oregon
$481K -$29.7K -107 -6%
GLR
687
Great Lakes Retirement
Ohio
$480K -$3.34K -12 -0.8%
KP
688
Keel Point
Alabama
$466K +$28.4K +102 +7%
TF
689
TIAA FSB
Florida
$462K +$1.95K +7 +0.5%
SAM
690
Silvercrest Asset Management
New York
$459K -$50K -180 -11%
PTC
691
Petrus Trust Company
Texas
$458K +$419K +1,508 New
DWT
692
Dorsey & Whitney Trust
South Dakota
$453K +$79K +284 +23%
SM
693
Sciencast Management
New Jersey
$450K -$95.1K -342 -18%
SIA
694
Schechter Investment Advisors
Michigan
$449K +$8.62K +31 +2%
FHA
695
First Horizon Advisors
Tennessee
$444K -$112K -404 -22%
JWBC
696
J.W. Burns & Co
New York
$443K
ECM
697
Everence Capital Management
Indiana
$439K
C
698
CEDRUS
Colorado
$437K -$20.6K -74 -5%
SFA
699
Sequoia Financial Advisors
Ohio
$436K +$15.3K +55 +4%
SIC
700
Sterling Investment Counsel
New York
$435K

HCA Hedge Fund Activity: Q2 2023 in Review

1,013 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q2 2023, worth a combined $52.6B — up 14% from $46.4B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new HCA positions and 66 closed out — a net gain of 46 holders — while 322 added to existing stakes and 420 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $513M. The largest seller was T. Rowe Price Associates, cutting an estimated $619M.

  • 1,013 institutional investors held HCA Healthcare (HCA) as of Q2 2023, up from 970 in Q1 2023.
  • Funds reported $52.6B of HCA Healthcare stock for Q2 2023, up 14% quarter-over-quarter.
  • 112 funds opened new HCA Healthcare positions in Q2 2023 and 66 closed out, a net change of +46 holders.
  • The largest HCA Healthcare buyer in Q2 2023 was Royal Bank of Canada, an estimated $513M added.
  • The largest HCA Healthcare seller in Q2 2023 was T. Rowe Price Associates, an estimated $619M sold.

Based on aggregated 13F filings for Q2 2023.