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HCA Healthcare

700 hedge funds and large institutions have $30.1B invested in HCA Healthcare in 2018 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 255 increasing their positions, 243 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 59

7% more funds holding

Funds holding: 657700 (+43)

5% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 243

0.49% more ownership

Funds ownership: 70.53%71.02% (+0.49%)

11% less capital invested

Capital invested by funds: $33.9B → $30.1B (-$3.73B)

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

47% less call options, than puts

Call options by funds: $154M | Put options by funds: $292M

Holders
700
Holders Change
+43
Holders Change %
+6.54%
% of All Funds
15.59%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.6%
New
107
Increased
255
Reduced
243
Closed
59
Calls
$154M
Puts
$292M
Net Calls
-$137M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
51
Cryder Capital Partners
United Kingdom
$85.3M -$11.4M -84,642 -11%
CWM
52
CIBC World Markets
New York
$84.7M +$66.8M +498,030 +272%
SCM
53
Sterling Capital Management
North Carolina
$84M -$12.6M -93,801 -12%
Canada Life
54
Canada Life
Manitoba, Canada
$82.4M +$6.67M +49,680 +8%
C
55
Consulta
United Kingdom
$80.9M -$13.4M -100,000 -13%
Robeco Institutional Asset Management
56
Robeco Institutional Asset Management
Netherlands
$78.5M +$59.2M +441,416 +232%
Deutsche Bank
57
Deutsche Bank
Germany
$75.7M -$48.8M -363,521 -37%
WRF
58
Waddell & Reed Financial
Kansas
$75.2M -$894K -6,660 -1%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$75.2M +$26.6M +198,467 +49%
AllianceBernstein
60
AllianceBernstein
Tennessee
$71.2M +$4.78M +35,616 +7%
Bank of Nova Scotia
61
Bank of Nova Scotia
Ontario, Canada
$69.4M +$62.5M +465,293 +505%
Dimensional Fund Advisors
62
Dimensional Fund Advisors
Texas
$67.8M +$2.28M +16,992 +3%
NIPH
63
NN Investment Partners Holdings
Netherlands
$65.9M +$31.7M +236,524 +81%
First Trust Advisors
64
First Trust Advisors
Illinois
$65.8M +$29.9M +222,554 +73%
LDB
65
Lee, Danner & Bass
Tennessee
$63.9M -$1.48M -10,995 -2%
Bank of America
66
Bank of America
North Carolina
$63.4M -$15.5M -115,618 -18%
PI
67
PGGM Investments
Netherlands
$60.2M
Russell Investments Group
68
Russell Investments Group
United Kingdom
$58M +$21.3M +159,037 +51%
Asset Management One
69
Asset Management One
Japan
$57.3M -$372K -2,772 -0.6%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$57.2M +$151K +1,127 +0.2%
RSCM
71
Rock Springs Capital Management
Maryland
$56.6M
HSBC Holdings
72
HSBC Holdings
United Kingdom
$56.3M -$84.9M -632,838 -58%
MAM
73
Martingale Asset Management
Massachusetts
$54.6M -$3.69M -27,467 -6%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$53.9M -$4.18M -31,140 -7%
CS
75
Credit Suisse
Switzerland
$53.6M -$1.66M -12,363 -3%

HCA Hedge Fund Activity: Q4 2018 in Review

700 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q4 2018, worth a combined $30.1B — down 11% from $33.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new HCA positions and 59 closed out — a net gain of 48 holders — while 255 added to existing stakes and 243 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $289M. The largest seller was Harris Associates, cutting an estimated $783M.

  • 700 institutional investors held HCA Healthcare (HCA) as of Q4 2018, up from 657 in Q3 2018.
  • Funds reported $30.1B of HCA Healthcare stock for Q4 2018, down 11% quarter-over-quarter.
  • 107 funds opened new HCA Healthcare positions in Q4 2018 and 59 closed out, a net change of +48 holders.
  • The largest HCA Healthcare buyer in Q4 2018 was T. Rowe Price Associates, an estimated $289M added.
  • The largest HCA Healthcare seller in Q4 2018 was Harris Associates, an estimated $783M sold.

Based on aggregated 13F filings for Q4 2018.