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HCA Healthcare

962 hedge funds and large institutions have $43.3B invested in HCA Healthcare in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 289 increasing their positions, 375 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 69

52% more funds holding in top 10

Funds holding in top 10: 2741 (+14)

28% more capital invested

Capital invested by funds: $33.8B → $43.3B (+$9.42B)

11% more funds holding

Funds holding: 868962 (+94)

0.92% less ownership

Funds ownership: 64.55%63.64% (-0.92%)

8% less call options, than puts

Call options by funds: $463M | Put options by funds: $503M

23% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 375

Holders
962
Holders Change
+94
Holders Change %
+10.83%
% of All Funds
15.46%
Holding in Top 10
41
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+51.85%
% of All Funds
0.66%
New
176
Increased
289
Reduced
375
Closed
69
Calls
$463M
Puts
$503M
Net Calls
-$40.7M
Net Calls Change
+$67.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
876
Column Capital Advisors
Indiana
$30K
AWM
877
Abound Wealth Management
Tennessee
$29.3K -$22.8K -102 -46%
GWM
878
Geneos Wealth Management
Colorado
$29.3K +$9.85K +44 +56%
RFG
879
RFP Financial Group
Georgia
$28.3K +$26.4K +118 New
CAC
880
Core Alternative Capital
Georgia
$28.1K +$672 +3 +3%
CT
881
Cambridge Trust
Massachusetts
$27K
AWM
882
Ameliora Wealth Management
Switzerland
$25.2K +$14.6K +65 +163%
Kayne Anderson Rudnick Investment Management
883
Kayne Anderson Rudnick Investment Management
California
$24.5K
CAM
884
Close Asset Management
United Kingdom
$24K
Jones Financial Companies
885
Jones Financial Companies
Missouri
$24K +$1.34K +6 +6%
BWA
886
BDO Wealth Advisors
Florida
$24K -$5.15K -23 -19%
MCM
887
MV Capital Management
Maryland
$23.8K +$2.46K +11 +13%
CWP
888
Concord Wealth Partners
Virginia
$23.6K +$21.9K +98 New
NSB
889
Norway Savings Bank
Maine
$23.3K
FMP
890
Financial Management Professionals
Texas
$23K
CFB
891
Cullen/Frost Bankers
Texas
$22.3K +$4.48K +20 +27%
EC
892
Elequin Capital
New York
$22.1K +$20.6K +92 New
UCB
893
United Community Bank
South Carolina
$21.6K
WT
894
Washington Trust
Rhode Island
$21.6K +$20.2K +90 New
MPWT
895
MassMutual Private Wealth & Trust
Connecticut
$21K +$4.03K +18 +26%
CH
896
Canton Hathaway
Rhode Island
$20K +$19K +85 New
KA
897
Kozak & Associates
Colorado
$19K
FIM
898
FWL Investment Management
Texas
$19K +$17.7K +79 New
CA
899
Clearstead Advisors
Ohio
$17.3K
HWMA
900
Heritage Wealth Management (Arizona)
Arizona
$16.3K +$8.51K +38 +127%

HCA Hedge Fund Activity: Q4 2022 in Review

962 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q4 2022, worth a combined $43.3B — up 28% from $33.8B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new HCA positions and 69 closed out — a net gain of 107 holders — while 289 added to existing stakes and 375 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $388M. The largest seller was Fidelity Investments, cutting an estimated $533M.

  • 962 institutional investors held HCA Healthcare (HCA) as of Q4 2022, up from 868 in Q3 2022.
  • Funds reported $43.3B of HCA Healthcare stock for Q4 2022, up 28% quarter-over-quarter.
  • 176 funds opened new HCA Healthcare positions in Q4 2022 and 69 closed out, a net change of +107 holders.
  • The largest HCA Healthcare buyer in Q4 2022 was T. Rowe Price Associates, an estimated $388M added.
  • The largest HCA Healthcare seller in Q4 2022 was Fidelity Investments, an estimated $533M sold.

Based on aggregated 13F filings for Q4 2022.