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HCA Healthcare

1,126 hedge funds and large institutions have $54.6B invested in HCA Healthcare in 2024 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 362 increasing their positions, 421 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 66

34% more call options, than puts

Call options by funds: $681M | Put options by funds: $510M

18% more capital invested

Capital invested by funds: $46.1B → $54.6B (+$8.43B)

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

7% more funds holding

Funds holding: 1,0561,126 (+70)

1.7% less ownership

Funds ownership: 63.64%61.94% (-1.7%)

14% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 421

Holders
1,126
Holders Change
+70
Holders Change %
+6.63%
% of All Funds
16.22%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.56%
New
154
Increased
362
Reduced
421
Closed
66
Calls
$681M
Puts
$510M
Net Calls
+$171M
Net Calls Change
+$284M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
851
Verdad Advisers
Massachusetts
$312K -$280K -915 -49%
UH
852
Unigestion Holding
Switzerland
$309K
HAG
853
HighPoint Advisor Group
Illinois
$308K -$45.2K -148 -13%
S
854
Sunpointe
Missouri
$308K -$917 -3 -0.3%
VP
855
Verum Partners
North Carolina
$308K +$1.53K +5 +0.5%
MC
856
Machina Capital
France
$307K +$281K +919 New
CIP
857
Convergence Investment Partners
Florida
$306K -$1.22K -4 -0.4%
EI
858
EDMP Inc
Florida
$305K
HFM
859
Harvest Fund Management
China
$302K +$276K +904 +30,133%
SAM
860
Smartleaf Asset Management
Massachusetts
$302K +$53.8K +176 +24%
MHR
861
Matthew Hamilton Rosenberg
$302K -$15.6K -51 -5%
PP
862
PDS Planning
Ohio
$301K +$3.97K +13 +1%
SWM
863
Silverlake Wealth Management
Vermont
$301K -$20.2K -66 -7%
CPSC
864
Carl P. Sherr & Co
Massachusetts
$301K
LFG
865
Lockerman Financial Group
California
$300K
AMCA
866
Arthur M. Cohen & Associates
Illinois
$298K
LI
867
LVZ Inc
Michigan
$296K +$271K +888 New
VFA
868
Valeo Financial Advisors
Indiana
$294K +$19.6K +64 +7%
UB
869
UMB Bank
Missouri
$294K +$611 +2 +0.2%
AWM
870
Accurate Wealth Management
Florida
$293K +$293K +960 New
IAA
871
Independent Advisor Alliance
North Carolina
$291K -$22.6K -74 -8%
SHFA
872
SC&H Financial Advisors
Maryland
$289K -$15.3K -50 -5%
DI
873
Diligent Investors
California
$287K
EFM
874
E Fund Management
China
$285K +$2.75K +9 +1%
PSP
875
Principal Street Partners
Tennessee
$284K +$264K +863 New

HCA Hedge Fund Activity: Q1 2024 in Review

1,126 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q1 2024, worth a combined $54.6B — up 18% from $46.1B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new HCA positions and 66 closed out — a net gain of 88 holders — while 362 added to existing stakes and 421 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $403M. The largest seller was Morgan Stanley, cutting an estimated $605M.

  • 1,126 institutional investors held HCA Healthcare (HCA) as of Q1 2024, up from 1,056 in Q4 2023.
  • Funds reported $54.6B of HCA Healthcare stock for Q1 2024, up 18% quarter-over-quarter.
  • 154 funds opened new HCA Healthcare positions in Q1 2024 and 66 closed out, a net change of +88 holders.
  • The largest HCA Healthcare buyer in Q1 2024 was Wellington Management Group, an estimated $403M added.
  • The largest HCA Healthcare seller in Q1 2024 was Morgan Stanley, an estimated $605M sold.

Based on aggregated 13F filings for Q1 2024.