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HCA Healthcare

717 hedge funds and large institutions have $35.2B invested in HCA Healthcare in 2019 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 225 increasing their positions, 296 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 59

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

23% more capital invested

Capital invested by funds: $28.7B → $35.2B (+$6.56B)

6% more funds holding

Funds holding: 679717 (+38)

0.43% more ownership

Funds ownership: 69.95%70.39% (+0.43%)

12% less call options, than puts

Call options by funds: $261M | Put options by funds: $295M

24% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 296

Holders
717
Holders Change
+38
Holders Change %
+5.6%
% of All Funds
14.13%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.47%
New
109
Increased
225
Reduced
296
Closed
59
Calls
$261M
Puts
$295M
Net Calls
-$34M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
751
One Wealth Advisors
California
-$204K -1,697 Closed
GFPC
752
Global Financial Private Capital
Florida
-$120K -998 Closed
MA
753
MUFG Americas
New York
-$115K -954 Closed
NICM
754
Neo Ivy Capital Management
New York
-$85K -711 Closed
JFGIW
755
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$78K -651 Closed
CIAS
756
Capital Investment Advisory Services
North Carolina
-$72K -600 Closed
WCM
757
Whitener Capital Management
North Carolina
-$65K -545 Closed
NCM
758
Nelson Capital Management
California
-$46K -380 Closed
NSIM
759
North Star Investment Management
Illinois
-$42K -350 Closed
SWP
760
Strategic Wealth Partners
Ohio
-$35 -300 Closed
CAPTRUST Financial Advisors
761
CAPTRUST Financial Advisors
North Carolina
-$20K -169 Closed
ClearBridge Investments
762
ClearBridge Investments
New York
-$8K -63 Closed
NIC
763
Northwest Investment Counselors
Oregon
-$7K -56 Closed
SIAS
764
Shine Investment Advisory Services
Colorado
-$6K -50 Closed
GSWM
765
Golden State Wealth Management
California
-$6K -48 Closed
JFA
766
JNBA Financial Advisors
Minnesota
-$5K -40 Closed
ACA
767
Atlas Capital Advisors
Wyoming
-$4.58K -38 Closed
GWAG
768
Garrett Wealth Advisory Group
Texas
-$3.49K -29 Closed
FRA
769
Front Row Advisors
California
-$3K -21 Closed
MCM
770
MV Capital Management
Maryland
-$2K -16 Closed
APC
771
Aspire Private Capital
North Carolina
-$1K -11 Closed
EWM
772
Edge Wealth Management
New York
-$1K -10 Closed
GWMIA
773
Global Wealth Management Investment Advisory
Florida
-$1K -8 Closed
AS
774
Altshuler Shaham
Israel
+$134 +1 +50%
LWA
775
Lenox Wealth Advisors
New York
+$269 +2 New

HCA Hedge Fund Activity: Q4 2019 in Review

717 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q4 2019, worth a combined $35.2B — up 23% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new HCA positions and 59 closed out — a net gain of 50 holders — while 225 added to existing stakes and 296 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $346M. The largest seller was Magellan Asset Management, cutting an estimated $755M.

  • 717 institutional investors held HCA Healthcare (HCA) as of Q4 2019, up from 679 in Q3 2019.
  • Funds reported $35.2B of HCA Healthcare stock for Q4 2019, up 23% quarter-over-quarter.
  • 109 funds opened new HCA Healthcare positions in Q4 2019 and 59 closed out, a net change of +50 holders.
  • The largest HCA Healthcare buyer in Q4 2019 was T. Rowe Price Associates, an estimated $346M added.
  • The largest HCA Healthcare seller in Q4 2019 was Magellan Asset Management, an estimated $755M sold.

Based on aggregated 13F filings for Q4 2019.