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HCA Healthcare

656 hedge funds and large institutions have $33.9B invested in HCA Healthcare in 2018 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 203 increasing their positions, 282 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $25.3B → $33.9B (+$8.62B)

26% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 57

24% more funds holding in top 10

Funds holding in top 10: 2531 (+6)

1% more funds holding

Funds holding: 648656 (+8)

0.26% less ownership

Funds ownership: 70.79%70.53% (-0.26%)

28% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 282

35% less call options, than puts

Call options by funds: $181M | Put options by funds: $278M

Holders
656
Holders Change
+8
Holders Change %
+1.23%
% of All Funds
15%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.71%
New
72
Increased
203
Reduced
282
Closed
57
Calls
$181M
Puts
$278M
Net Calls
-$96.6M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
51
Sterling Capital Management
North Carolina
$107M -$151M -1,210,524 -61%
Canada Pension Plan Investment Board
52
Canada Pension Plan Investment Board
Ontario, Canada
$106M -$4.64M -37,300 -5%
C
53
Consulta
United Kingdom
$104M -$93.4M -750,000 -50%
Wells Fargo
54
Wells Fargo
California
$104M +$6.11M +49,058 +7%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$98.8M +$48.5M +389,806 +122%
TA
56
Teachers Advisors
New York
$96.2M -$3.21M -25,817 -4%
LCM
57
Lakewood Capital Management
New York
$96.1M -$171M -1,372,961 -67%
Victory Capital Management
58
Victory Capital Management
Texas
$95M -$56.8M -455,914 -40%
Two Sigma Advisers
59
Two Sigma Advisers
New York
$94.3M +$77.5M +622,400 +1,129%
Acadian Asset Management
60
Acadian Asset Management
Massachusetts
$89.8M +$54.8M +439,826 +214%
Canada Life
61
Canada Life
Manitoba, Canada
$88.6M -$18.2M -146,281 -19%
Bank of America
62
Bank of America
North Carolina
$87M -$1.83M -14,684 -2%
WRF
63
Waddell & Reed Financial
Kansas
$85M -$74.1M -594,989 -49%
BIP
64
Brandes Investment Partners
California
$80.3M -$3.34M -26,844 -4%
AllianceBernstein
65
AllianceBernstein
Tennessee
$74.7M +$9.83M +78,944 +17%
Dimensional Fund Advisors
66
Dimensional Fund Advisors
Texas
$73.4M +$315K +2,534 +0.5%
LDB
67
Lee, Danner & Bass
Tennessee
$72.9M -$1.7M -13,630 -3%
PHS
68
PFM Health Sciences
California
$72.2M -$397K -3,186 -0.6%
PI
69
PGGM Investments
Netherlands
$67.3M
Janus Henderson Group
70
Janus Henderson Group
United Kingdom
$66.4M +$35.8M +287,802 +152%
Renaissance Technologies
71
Renaissance Technologies
New York
$65.1M -$78M -626,331 -57%
MAM
72
Martingale Asset Management
Massachusetts
$64.8M -$248K -1,996 -0.4%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$64.6M -$1.74M -14,006 -3%
Asset Management One
74
Asset Management One
Japan
$64.5M -$575K -4,619 -1%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$63.8M -$26.4K -212 -0%

HCA Hedge Fund Activity: Q3 2018 in Review

656 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q3 2018, worth a combined $33.9B — up 34% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HCA positions and 57 closed out — a net gain of 15 holders — while 203 added to existing stakes and 282 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $675M. The largest seller was Harris Associates, cutting an estimated $344M.

  • 656 institutional investors held HCA Healthcare (HCA) as of Q3 2018, up from 648 in Q2 2018.
  • Funds reported $33.9B of HCA Healthcare stock for Q3 2018, up 34% quarter-over-quarter.
  • 72 funds opened new HCA Healthcare positions in Q3 2018 and 57 closed out, a net change of +15 holders.
  • The largest HCA Healthcare buyer in Q3 2018 was Fidelity Investments, an estimated $675M added.
  • The largest HCA Healthcare seller in Q3 2018 was Harris Associates, an estimated $344M sold.

Based on aggregated 13F filings for Q3 2018.