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HCA Healthcare

409 hedge funds and large institutions have $18.3B invested in HCA Healthcare in 2014 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 156 increasing their positions, 147 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

12% more capital invested

Capital invested by funds: $16.4B → $18.3B (+$1.93B)

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

1.35% more ownership

Funds ownership: 75.44%76.79% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 147

1% more funds holding

Funds holding: 405409 (+4)

9% less call options, than puts

Call options by funds: $100M | Put options by funds: $110M

Holders
409
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
11.81%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.92%
New
58
Increased
156
Reduced
147
Closed
45
Calls
$100M
Puts
$110M
Net Calls
-$9.5M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
51
Arrowstreet Capital
Massachusetts
$73.6M -$22.5M -451,423 -24%
Legal & General Group
52
Legal & General Group
United Kingdom
$72.1M +$1.41M +28,289 +2%
CS
53
Credit Suisse
Switzerland
$72.1M +$31.9M +641,131 +88%
JP Morgan Chase
54
JP Morgan Chase
New York
$70.3M +$39.7M +797,527 +147%
KCM
55
Kingdon Capital Management
New York
$69.6M +$20.9M +419,100 +46%
U
56
UBS
Switzerland
$68.5M +$55.8M +1,122,117 +617%
BCPEM
57
Bain Capital Public Equity Management
Massachusetts
$67.2M
AI
58
Axiom Investors
Connecticut
$66.3M +$2.24M +45,100 +4%
JHIU
59
Janus Henderson Investors US
Colorado
$65.8M +$49.3M +990,256 +376%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$65.5M +$19.8M +397,718 +47%
Loomis, Sayles & Company
61
Loomis, Sayles & Company
Massachusetts
$64.8M -$291K -5,842 -0.5%
Ameriprise
62
Ameriprise
Minnesota
$64.3M -$78.2M -1,570,920 -56%
SCM
63
Sterling Capital Management
North Carolina
$61.5M +$87.5K +1,759 +0.2%
First Trust Advisors
64
First Trust Advisors
Illinois
$58.4M +$26.3M +528,188 +90%
LP
65
LMR Partners
United Kingdom
$52.5M +$49.8M +1,000,042 New
Allianz Asset Management
66
Allianz Asset Management
Germany
$52.4M -$29M -583,644 -37%
Schroder Investment Management Group
67
Schroder Investment Management Group
United Kingdom
$51.4M -$43.1M -865,109 -47%
CC
68
Carlson Capital
Texas
$50M -$55.8M -1,120,650 -54%
1832 Asset Management
69
1832 Asset Management
Ontario, Canada
$48.4M +$8.87M +178,204 +23%
CCM
70
Cadian Capital Management
New York
$47.3M +$17.3M +347,000 +63%
RG
71
Redmile Group
California
$45.8M +$22.6M +453,489 +108%
Franklin Resources
72
Franklin Resources
California
$45.6M -$575K -11,556 -1%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$45.6M -$2.53M -50,800 -5%
Millennium Management
74
Millennium Management
New York
$44.9M +$10.8M +217,338 +34%
SONJCPFA
75
State of New Jersey Common Pension Fund A
New Jersey
$44.1M

HCA Hedge Fund Activity: Q1 2014 in Review

409 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q1 2014, worth a combined $18.3B — up 12% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new HCA positions and 45 closed out — a net gain of 13 holders — while 156 added to existing stakes and 147 trimmed.

The largest buyer was Senator Investment Group, opening a new position worth an estimated $182M. The largest seller was Blue Ridge Capital, exiting entirely with an estimated $146M sold.

  • 409 institutional investors held HCA Healthcare (HCA) as of Q1 2014, up from 405 in Q4 2013.
  • Funds reported $18.3B of HCA Healthcare stock for Q1 2014, up 12% quarter-over-quarter.
  • 58 funds opened new HCA Healthcare positions in Q1 2014 and 45 closed out, a net change of +13 holders.
  • The largest HCA Healthcare buyer in Q1 2014 was Senator Investment Group, an estimated $182M added.
  • The largest HCA Healthcare seller in Q1 2014 was Blue Ridge Capital, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2014.