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HCA Healthcare

573 hedge funds and large institutions have $20.3B invested in HCA Healthcare in 2016 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 194 increasing their positions, 249 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $383M | Put options by funds: $254M

1% more ownership

Funds ownership: 72.19%73.2% (+1%)

1% less capital invested

Capital invested by funds: $20.5B → $20.3B (-$214M)

1% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 85

2% less funds holding

Funds holding: 586573 (-13)

22% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 249

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

Holders
573
Holders Change
-13
Holders Change %
-2.22%
% of All Funds
14.32%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.42%
New
84
Increased
194
Reduced
249
Closed
85
Calls
$383M
Puts
$254M
Net Calls
+$129M
Net Calls Change
+$346M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
51
Fidelity International
Bermuda
$75.1M +$13.2M +176,552 +21%
Barclays
52
Barclays
United Kingdom
$72.7M -$837K -11,180 -1%
Korea Investment Corp
53
Korea Investment Corp
South Korea
$70.4M +$12.2M +162,457 +21%
Axa
54
Axa
France
$68.3M +$6.25M +83,500 +10%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$66.5M -$711K -9,500 -1%
CWM
56
CIBC World Markets
New York
$66.3M +$39.3M +524,694 +141%
Teacher Retirement System of Texas
57
Teacher Retirement System of Texas
Texas
$66.2M -$3.27M -43,684 -5%
EM
58
Elliott Management
New York
$65.5M +$66.3M +885,000 New
BIM
59
BlackRock Investment Management
Delaware
$64.8M +$19.7M +263,581 +43%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$63.5M -$1.84M -24,573 -3%
Bank of America
61
Bank of America
North Carolina
$63.3M -$27.7M -369,378 -30%
Swiss National Bank
62
Swiss National Bank
Switzerland
$62.9M -$1.58M -21,100 -2%
Schroder Investment Management Group
63
Schroder Investment Management Group
United Kingdom
$61.1M -$31.4M -419,718 -34%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$60.5M +$61.3M +818,778 New
Morgan Stanley
65
Morgan Stanley
New York
$57.9M -$44.4M -592,193 -43%
BCM
66
Bridgeway Capital Management
Texas
$57.3M +$8.69M +116,100 +18%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$56.6M -$11.8M -158,119 -17%
BlackRock
68
BlackRock
New York
$56.2M +$11.5M +152,984 +25%
OCAM
69
Owl Creek Asset Management
New York
$55M -$30.9M -412,461 -36%
Boston Partners
70
Boston Partners
Massachusetts
$51.2M +$33.8M +451,067 +188%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$50.6M -$40M -533,611 -43%
RCM
72
Roystone Capital Management
New York
$49.2M -$11.1M -148,800 -18%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$47.7M -$1.27M -17,000 -3%
Prudential Financial
74
Prudential Financial
New Jersey
$45.7M -$4.61M -61,570 -9%
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$45.2M -$2.42M -32,324 -5%

HCA Hedge Fund Activity: Q4 2016 in Review

573 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q4 2016, worth a combined $20.3B — down 1% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of HCA and 84 opened new positions — a net loss of 1 holder — while 249 trimmed existing stakes and 194 added.

The largest buyer was Harris Associates, adding an estimated $526M. The largest seller was T. Rowe Price Associates, cutting an estimated $206M.

  • 573 institutional investors held HCA Healthcare (HCA) as of Q4 2016, down from 586 in Q3 2016.
  • Funds reported $20.3B of HCA Healthcare stock for Q4 2016, down 1% quarter-over-quarter.
  • 84 funds opened new HCA Healthcare positions in Q4 2016 and 85 closed out, a net change of -1 holder.
  • The largest HCA Healthcare buyer in Q4 2016 was Harris Associates, an estimated $526M added.
  • The largest HCA Healthcare seller in Q4 2016 was T. Rowe Price Associates, an estimated $206M sold.

Based on aggregated 13F filings for Q4 2016.