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HCA Healthcare

1,126 hedge funds and large institutions have $54.6B invested in HCA Healthcare in 2024 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 362 increasing their positions, 421 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 66

34% more call options, than puts

Call options by funds: $681M | Put options by funds: $510M

18% more capital invested

Capital invested by funds: $46.1B → $54.6B (+$8.43B)

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

7% more funds holding

Funds holding: 1,0561,126 (+70)

1.7% less ownership

Funds ownership: 63.64%61.94% (-1.7%)

14% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 421

Holders
1,126
Holders Change
+70
Holders Change %
+6.63%
% of All Funds
16.22%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.56%
New
154
Increased
362
Reduced
421
Closed
66
Calls
$681M
Puts
$510M
Net Calls
+$171M
Net Calls Change
+$284M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
701
Sunbelt Securities
Texas
$628K +$425K +1,392 +284%
WPW
702
Waldron Private Wealth
Pennsylvania
$624K +$611 +2 +0.1%
SAM
703
Silvercrest Asset Management
New York
$623K -$13.1K -43 -2%
PG
704
Proffitt & Goodson
Tennessee
$623K -$221K -723 -28%
RCA
705
Roberts Capital Advisors
Colorado
$622K +$570K +1,865 New
NFC
706
Northeast Financial Consultants
Connecticut
$620K
OFS
707
OneAscent Financial Services
Alabama
$619K -$66.3K -217 -10%
BMC
708
Beaton Management Company
Massachusetts
$617K
CI
709
CX Institutional
Indiana
$616K -$10.4K -34 -2%
IA
710
IFP Advisors
Florida
$610K -$2.75K -9 -0.5%
BBNA
711
Bremer Bank National Association
Minnesota
$605K -$22K -72 -4%
PIA
712
Pinion Investment Advisors
Kansas
$590K
BTW
713
Boston Trust Walden
Massachusetts
$590K
LSIA
714
LaSalle St. Investment Advisors
Illinois
$589K +$45.2K +148 +7%
OIS
715
Okabena Investment Services
Minnesota
$583K
SAMT
716
Select Asset Management & Trust
Pennsylvania
$582K -$1.4M -4,584 -72%
GL
717
Graypoint LLC
New York
$582K +$42.5K +139 +9%
AAP
718
Arax Advisory Partners
Colorado
$580K +$22K +72 +4%
AIC
719
Argus Investors Counsel
New York
$570K -$5.5K -18 -1%
PA
720
Prossimo Advisors
California
$570K -$7.64K -25 -1%
SAM
721
Steinberg Asset Management
New York
$567K -$710K -2,323 -58%
KWA
722
Kingswood Wealth Advisors
California
$566K +$519K +1,697 New
EH
723
Equitable Holdings
New York
$565K +$74.9K +245 +17%
LC
724
Lindbrook Capital
California
$562K +$36.4K +119 +8%
AI
725
AdvisorShares Investments
Maryland
$560K

HCA Hedge Fund Activity: Q1 2024 in Review

1,126 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q1 2024, worth a combined $54.6B — up 18% from $46.1B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new HCA positions and 66 closed out — a net gain of 88 holders — while 362 added to existing stakes and 421 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $403M. The largest seller was Morgan Stanley, cutting an estimated $605M.

  • 1,126 institutional investors held HCA Healthcare (HCA) as of Q1 2024, up from 1,056 in Q4 2023.
  • Funds reported $54.6B of HCA Healthcare stock for Q1 2024, up 18% quarter-over-quarter.
  • 154 funds opened new HCA Healthcare positions in Q1 2024 and 66 closed out, a net change of +88 holders.
  • The largest HCA Healthcare buyer in Q1 2024 was Wellington Management Group, an estimated $403M added.
  • The largest HCA Healthcare seller in Q1 2024 was Morgan Stanley, an estimated $605M sold.

Based on aggregated 13F filings for Q1 2024.