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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
Barclays
51
Barclays
United Kingdom
$173M +$7.59M +24,843 +5%
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$170M -$27.6M -90,251 -15%
National Pension Service
53
National Pension Service
South Korea
$163M +$1.71M +5,598 +1%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$161M -$1.65M -5,405 -1%
ABI
55
Abrams Bison Investments
Maryland
$153M -$27.5M -90,000 -16%
MIP
56
Mondrian Investment Partners
United Kingdom
$150M -$15.1M -49,316 -10%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$144M +$29M +95,016 +28%
Principal Financial Group
58
Principal Financial Group
Iowa
$141M +$8.96M +29,326 +7%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$141M +$27M +88,447 +26%
5NCM
60
59 North Capital Management
Texas
$140M -$1.82M -5,949 -1%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$136M -$23.5M -77,030 -16%
UBS Group
62
UBS Group
Switzerland
$136M +$17M +55,545 +16%
C
63
Consulta
United Kingdom
$133M -$30.6M -100,000 -20%
Truist Financial
64
Truist Financial
North Carolina
$121M -$21.4M -69,989 -16%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$120M -$4.88M -15,967 -4%
Neuberger Berman Group
66
Neuberger Berman Group
New York
$119M -$24.9M -81,410 -19%
BA
67
Bridgewater Associates
Connecticut
$116M -$24.4M -79,963 -19%
BIP
68
Brandes Investment Partners
California
$114M +$8.89M +29,097 +9%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$112M -$7.59M -24,849 -7%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$110M -$373K -1,219 -0.4%
CS
71
Credit Suisse
Switzerland
$102M -$5.04M -16,504 -5%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$102M -$1.44M -4,703 -2%
B
73
BloombergSen
Ontario, Canada
$99.1M -$1.8M -5,888 -2%
GC
74
Gobi Capital
California
$97.5M -$46.3M -151,500 -34%
Ameriprise
75
Ameriprise
Minnesota
$96.6M -$10.5M -34,265 -11%

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.