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HCA Healthcare

1,202 hedge funds and large institutions have $64.1B invested in HCA Healthcare in 2024 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 407 increasing their positions, 459 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 86

25% more funds holding in top 10

Funds holding in top 10: 3240 (+8)

22% more capital invested

Capital invested by funds: $52.6B → $64.1B (+$11.5B)

4% more funds holding

Funds holding: 1,1551,202 (+47)

1.34% less ownership

Funds ownership: 62.53%61.2% (-1.3%)

11% less repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 459

21% less call options, than puts

Call options by funds: $631M | Put options by funds: $802M

Holders
1,202
Holders Change
+47
Holders Change %
+4.07%
% of All Funds
17.26%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.57%
New
146
Increased
407
Reduced
459
Closed
86
Calls
$631M
Puts
$802M
Net Calls
-$171M
Net Calls Change
-$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
776
Summit Financial
New Jersey
$563K +$48K +131 +10%
IFG
777
Independent Financial Group
California
$562K +$148K +405 +41%
VWM
778
Valley Wealth Managers
New Jersey
$562K +$63.7K +174 +14%
KFP
779
KMG Fiduciary Partners
Ohio
$562K
PCIA
780
Prime Capital Investment Advisors
Kansas
$561K -$5.13K -14 -1%
CI
781
Conning Inc
Connecticut
$558K -$6.22K -17 -1%
QL
782
Quarry LP
New York
$553K +$148K +404 +42%
CG
783
Cynosure Group
Utah
$552K +$85.3K +233 +21%
CPWA
784
Cerro Pacific Wealth Advisors
California
$551K
AAS
785
Ameritas Advisory Services
Nebraska
$533K +$480K +1,312 New
UB
786
UMB Bank
Missouri
$529K +$11K +30 +2%
FPAS
787
Focus Partners Advisor Solutions
Missouri
$524K +$158K +431 +50%
CGL
788
Clarius Group LLC
Washington
$523K -$12.1K -33 -2%
Capstone Investment Advisors
789
Capstone Investment Advisors
New York
$518K -$775K -2,117 -62%
SCM
790
Shelton Capital Management
Colorado
$515K -$1.8M -4,903 -79%
AIA
791
Arbor Investment Advisors
North Carolina
$514K +$464K +1,266 New
PFG
792
PAX Financial Group
Texas
$513K +$101K +276 +28%
PWA
793
PCG Wealth Advisors
Kansas
$505K
OIA
794
OneDigital Investment Advisors
Kansas
$498K -$15.4K -42 -3%
TCA
795
Transcend Capital Advisors
New Jersey
$498K -$366 -1 -0.1%
SSWG
796
Seven Springs Wealth Group
Tennessee
$497K
RWS
797
Resolute Wealth Strategies
Mississippi
$495K +$732 +2 +0.2%
MG
798
Mather Group
Illinois
$491K +$125K +341 +39%
AA
799
AJ Advisors
Tennessee
$487K +$59.3K +162 +16%
PGIM
800
Pacific Global Investment Management
California
$483K

HCA Hedge Fund Activity: Q3 2024 in Review

1,202 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q3 2024, worth a combined $64.1B — up 22% from $52.6B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new HCA positions and 86 closed out — a net gain of 60 holders — while 407 added to existing stakes and 459 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $878M. The largest seller was Wellington Management Group, cutting an estimated $1.36B.

  • 1,202 institutional investors held HCA Healthcare (HCA) as of Q3 2024, up from 1,155 in Q2 2024.
  • Funds reported $64.1B of HCA Healthcare stock for Q3 2024, up 22% quarter-over-quarter.
  • 146 funds opened new HCA Healthcare positions in Q3 2024 and 86 closed out, a net change of +60 holders.
  • The largest HCA Healthcare buyer in Q3 2024 was Fidelity Investments, an estimated $878M added.
  • The largest HCA Healthcare seller in Q3 2024 was Wellington Management Group, an estimated $1.36B sold.

Based on aggregated 13F filings for Q3 2024.