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HCA Healthcare

786 hedge funds and large institutions have $43.4B invested in HCA Healthcare in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 286 increasing their positions, 276 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $360M | Put options by funds: $210M

18% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 84

10% more capital invested

Capital invested by funds: $39.5B → $43.4B (+$3.9B)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

1% more funds holding

Funds holding: 778786 (+8)

4% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 276

1.69% less ownership

Funds ownership: 70.22%68.52% (-1.7%)

Holders
786
Holders Change
+8
Holders Change %
+1.03%
% of All Funds
13.8%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.56%
New
99
Increased
286
Reduced
276
Closed
84
Calls
$360M
Puts
$210M
Net Calls
+$150M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
751
BerganKDV Wealth Management
Minnesota
$6K
NFSG
752
Newbridge Financial Services Group
Florida
$6K +$1.41K +8 +32%
MS
753
Mizuho Securities
Japan
$6K +$5.47K +31 New
RCG
754
Rock Creek Group
District of Columbia
$5K -$16K -91 -78%
BFC
755
Bedel Financial Consulting
Indiana
$5K
WTC
756
WhitTier Trust Company
Nevada
$5K
CWP
757
Concord Wealth Partners
Virginia
$5K +$4.58K +26 New
CA
758
Clearstead Advisors
Ohio
$4K
EWA
759
Evolution Wealth Advisors
Florida
$4K
WCM
760
Wealthcare Capital Management
Virginia
$4K +$3.7K +21 New
RA
761
Resolute Advisors
California
$4K +$10.4K +59 New
FGAM
762
Financial Gravity Asset Management
Texas
$3.58K +$882 +5 +36%
BCWM
763
Bartlett & Co Wealth Management
Ohio
$3.2K
BC
764
Bartlett & Co
Ohio
$3K
MLFP
765
MPS Loria Financial Planners
Illinois
$3K
SFO
766
Standard Family Office
South Dakota
$3K
SWG
767
Summit Wealth Group
Vermont
$3K +$3K +17 New
VFA
768
Valeo Financial Advisors
Indiana
$2K -$7.41K -42 -81%
CAM
769
ClariVest Asset Management
California
$2K -$353 -2 -15%
1IA
770
1834 Investment Advisors
Wisconsin
$2K
FPS
771
Fieldpoint Private Securities
Connecticut
$2K
VCM
772
Versant Capital Management
Arizona
$2K
GAM
773
Grandview Asset Management
Pennsylvania
$2K +$1.41K +8 New
BMD
774
Better Money Decisions
New Mexico
$2K +$1.94K +11 New
KFP
775
KB Financial Partners
New Jersey
$2K +$2.29K +13 New