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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
SL
776
Savior LLC
Massachusetts
$18K
MPWT
777
MassMutual Private Wealth & Trust
Connecticut
$18K +$4.89K +24 +39%
EW
778
Evoke Wealth
California
$16K -$4.28K -21 -22%
FMP
779
Financial Management Professionals
Texas
$15K
TWA
780
TCI Wealth Advisors
Arizona
$15K +$1.02K +5 +7%
HR
781
Howe & Rusling
New York
$13K -$408 -2 -3%
RA
782
Resolute Advisors
California
$12K
JWM
783
Janiczek Wealth Management
Colorado
$12K +$1.43K +7 +13%
SWA
784
Sutton Wealth Advisors
Florida
$12K
CWP
785
Concord Wealth Partners
Virginia
$11K +$5.09K +25 +96%
TSW
786
Thompson Siegel & Walmsley
Virginia
$10K +$8.56K +42 +840%
MCM
787
MV Capital Management
Maryland
$9K +$7.34K +36 +514%
APWA
788
Atlas Private Wealth Advisors
New Jersey
$7K
BWM
789
BerganKDV Wealth Management
Minnesota
$7K
MS
790
Mizuho Securities
Japan
$7K
NFSG
791
Newbridge Financial Services Group
Florida
$7K
CA
792
Clearstead Advisors
Ohio
$7K +$2.85K +14 +74%
CHC
793
City Holding Co
West Virginia
$6K -$57.1K -280 -90%
BFC
794
Bedel Financial Consulting
Indiana
$5K
WTC
795
WhitTier Trust Company
Nevada
$5K
RCG
796
Rock Creek Group
District of Columbia
$4K -$1.22K -6 -23%
BC
797
Bartlett & Co
Ohio
$4K
EWA
798
Evolution Wealth Advisors
Florida
$4K
SWG
799
Summit Wealth Group
Vermont
$4K
PWP
800
Personal Wealth Partners
Minnesota
$4K +$3.46K +17 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.