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HCA Healthcare

822 hedge funds and large institutions have $46B invested in HCA Healthcare in 2021 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 292 increasing their positions, 291 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 65

6% more capital invested

Capital invested by funds: $43.4B → $46B (+$2.52B)

5% more funds holding

Funds holding: 786822 (+36)

0% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 291

1.24% less ownership

Funds ownership: 68.52%67.28% (-1.2%)

9% less funds holding in top 10

Funds holding in top 10: 3229 (-3)

31% less call options, than puts

Call options by funds: $240M | Put options by funds: $347M

Holders
822
Holders Change
+36
Holders Change %
+4.58%
% of All Funds
14.31%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.5%
New
107
Increased
292
Reduced
291
Closed
65
Calls
$240M
Puts
$347M
Net Calls
-$107M
Net Calls Change
-$257M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
726
Whittier Trust
California
$89K
AIC
727
Archer Investment Corporation
Indiana
$82.7K
FF
728
FourThought Financial
Florida
$78K -$43.6K -214 -36%
LC
729
Lindbrook Capital
California
$77K +$3.46K +17 +5%
MSFP
730
Mark Sheptoff Financial Planning
Connecticut
$72K
ST
731
Smithfield Trust
Pennsylvania
$72K
PFBT
732
Parkside Financial Bank & Trust
Missouri
$66K +$2.65K +13 +4%
SWM
733
Spire Wealth Management
Virginia
$61K -$7.54K -37 -11%
GRP
734
Global Retirement Partners
California
$61K +$408 +2 +0.7%
CBT
735
Central Bank & Trust
Kentucky
$61K +$43K +211 +248%
PCG
736
Private Capital Group
Connecticut
$53K +$5.3K +26 +11%
SN
737
Sittner & Nelson
Oregon
$52K
EFSCE
738
Enterprise Financial Services Corp (EFSC)
Missouri
$49K
LCM
739
Logan Capital Management
Pennsylvania
$48K +$47.1K +231 New
AS
740
Altshuler Shaham
Israel
$47K +$39.1K +192 +519%
EBA
741
Eagle Bay Advisors
New York
$46K +$43K +211 New
CFD
742
Creative Financial Designs
Indiana
$43K
PWA
743
Phoenix Wealth Advisors
North Carolina
$42K
BFEC
744
Benjamin F. Edwards & Company
Missouri
$41K
CDIA
745
Capital Directions Investment Advisors
Georgia
$41K +$40.8K +200 New
LWM
746
Liberty Wealth Management
California
$40K +$37.7K +185 +2,056%
ZB
747
Zions Bancorporation
Utah
$38K +$611 +3 +2%
FHC
748
First Horizon Corporation
Tennessee
$37K +$204 +1 +0.6%
ONST
749
Old North State Trust
North Carolina
$37K +$20.4K +100 +130%
MA
750
MUFG Americas
New York
$37K +$36.7K +180 New

HCA Hedge Fund Activity: Q2 2021 in Review

822 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q2 2021, worth a combined $46B — up 5.8% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new HCA positions and 65 closed out — a net gain of 42 holders — while 292 added to existing stakes and 291 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $210M. The largest seller was T. Rowe Price Associates, cutting an estimated $310M.

  • 822 institutional investors held HCA Healthcare (HCA) as of Q2 2021, up from 786 in Q1 2021.
  • Funds reported $46B of HCA Healthcare stock for Q2 2021, up 5.8% quarter-over-quarter.
  • 107 funds opened new HCA Healthcare positions in Q2 2021 and 65 closed out, a net change of +42 holders.
  • The largest HCA Healthcare buyer in Q2 2021 was Fidelity Investments, an estimated $210M added.
  • The largest HCA Healthcare seller in Q2 2021 was T. Rowe Price Associates, an estimated $310M sold.

Based on aggregated 13F filings for Q2 2021.