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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
EFSCE
701
Enterprise Financial Services Corp (EFSC)
Missouri
$45K +$2.82K +16 +7%
PCG
702
Private Capital Group
Connecticut
$44K -$136K -774 -77%
IAIM
703
International Assets Investment Management
Florida
$40K – – –
CFD
704
Creative Financial Designs
Indiana
$39K +$176 +1 +0.5%
BFEC
705
Benjamin F. Edwards & Company
Missouri
$38K – – –
PWA
706
Phoenix Wealth Advisors
North Carolina
$37K – – –
JWA
707
JFS Wealth Advisors
Pennsylvania
$36K – – –
ZB
708
Zions Bancorporation
Utah
$34K -$9.17K -52 -22%
FHC
709
First Horizon Corporation
Tennessee
$33K +$1.76K +10 +6%
HWMA
710
Heritage Wealth Management (Arizona)
Arizona
$31K +$29.1K +165 New
SFS
711
Sowell Financial Services
Arkansas
$30K +$5.29K +30 +26%
SLF
712
Sun Life Financial
Ontario, Canada
$29K – – –
GLLW
713
Graves Light Lenhart Wealth
Virginia
$28K – – –
SSWG
714
Seven Springs Wealth Group
Tennessee
$28K +$26.5K +150 New
EARNEST Partners
715
EARNEST Partners
Georgia
$27K – – –
TFO
716
Tarbox Family Office
California
$25K – – –
PFA
717
Professional Financial Advisors
Nebraska
$24K – – –
CCM
718
Covington Capital Management
California
$23K +$1.06K +6 +5%
VNA
719
Valley National Advisers
Pennsylvania
$23K +$9.17K +52 +72%
BWA
720
BDO Wealth Advisors
Florida
$23K +$17.6K +100 +435%
HI
721
Harbour Investments
Wisconsin
$23K +$21.9K +124 New
CG
722
Cutler Group
California
$22K -$120K -682 -85%
GAM
723
Gemmer Asset Management
California
$21K – – –
AWMS
724
Advocacy Wealth Management Services
Georgia
$20K -$5.29K -30 -22%
Nisa Investment Advisors
725
Nisa Investment Advisors
Missouri
$19.6K -$2.4M -13,607 -12%
27 28
29
30 31

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.