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HCA Healthcare

1,013 hedge funds and large institutions have $52.6B invested in HCA Healthcare in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 322 increasing their positions, 420 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 66

14% more capital invested

Capital invested by funds: $46.4B → $52.6B (+$6.27B)

4% more funds holding

Funds holding: 9701,013 (+43)

3% more call options, than puts

Call options by funds: $585M | Put options by funds: $567M

0.58% less ownership

Funds ownership: 63.63%63.06% (-0.58%)

10% less funds holding in top 10

Funds holding in top 10: 4036 (-4)

23% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 420

Holders
1,013
Holders Change
+43
Holders Change %
+4.43%
% of All Funds
15.91%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.57%
New
112
Increased
322
Reduced
420
Closed
66
Calls
$585M
Puts
$567M
Net Calls
+$17.8M
Net Calls Change
+$104M
Name Holding Trade Value Shares
Change
Change in
Stake
APG
801
Abacus Planning Group
South Carolina
$280K -$22K -79 -8%
PP
802
PDS Planning
Ohio
$279K +$255K +918 New
ICP
803
Interchange Capital Partners
Pennsylvania
$278K -$800K -2,878 -76%
IAA
804
Independent Advisor Alliance
North Carolina
$278K
HIA
805
Harbor Investment Advisory
Maryland
$278K
EI
806
EDMP Inc
Florida
$278K +$27.8K +100 +12%
LFG
807
Lockerman Financial Group
California
$273K
QT
808
Quantamental Technologies
New York
$271K -$413K -1,485 -62%
AMCA
809
Arthur M. Cohen & Associates
Illinois
$271K
VWM
810
Valley Wealth Managers
New Jersey
$269K
AWA
811
Aaron Wealth Advisors
Illinois
$269K +$12.2K +44 +5%
AC
812
Allstate Corporation
Illinois
$267K
WAM
813
Watershed Asset Management
California
$264K -$28.4K -102 -11%
GIP
814
Granite Investment Partners
California
$263K
DI
815
Diligent Investors
California
$261K
SDAM
816
Shulman DeMeo Asset Management
New York
$260K -$27K -97 -10%
UB
817
UMB Bank
Missouri
$259K -$5K -18 -2%
FIM
818
Freedom Investment Management
Connecticut
$258K -$80.1K -288 -25%
CWC
819
Carolinas Wealth Consulting
North Carolina
$257K -$17.8K -64 -7%
SWA
820
SFMG Wealth Advisors
Texas
$257K +$7.51K +27 +3%
MC
821
Moors & Cabot
Massachusetts
$250K +$1.11K +4 +0.5%
QC
822
Quent Capital
New York
$250K
FHA
823
Flagship Harbor Advisors
Massachusetts
$248K +$228K +819 New
PMG
824
ProVise Management Group
Florida
$248K -$134K -483 -37%
AWA
825
Arete Wealth Advisors
Illinois
$246K -$300K -1,079 -57%

HCA Hedge Fund Activity: Q2 2023 in Review

1,013 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q2 2023, worth a combined $52.6B — up 14% from $46.4B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new HCA positions and 66 closed out — a net gain of 46 holders — while 322 added to existing stakes and 420 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $513M. The largest seller was T. Rowe Price Associates, cutting an estimated $619M.

  • 1,013 institutional investors held HCA Healthcare (HCA) as of Q2 2023, up from 970 in Q1 2023.
  • Funds reported $52.6B of HCA Healthcare stock for Q2 2023, up 14% quarter-over-quarter.
  • 112 funds opened new HCA Healthcare positions in Q2 2023 and 66 closed out, a net change of +46 holders.
  • The largest HCA Healthcare buyer in Q2 2023 was Royal Bank of Canada, an estimated $513M added.
  • The largest HCA Healthcare seller in Q2 2023 was T. Rowe Price Associates, an estimated $619M sold.

Based on aggregated 13F filings for Q2 2023.