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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
CAL
876
Capital Analysts LLC
Pennsylvania
$282K
SWA
877
SFMG Wealth Advisors
Texas
$282K +$1.53K +5 +0.6%
AWA
878
Aaron Wealth Advisors
Illinois
$281K +$258K +843 New
BAM
879
BOS Asset Management
Illinois
$279K +$256K +838 New
SCA
880
Snowden Capital Advisors
New York
$278K +$10.7K +35 +4%
QC
881
Quent Capital
New York
$275K -$306 -1 -0.1%
BL
882
Balentine LLC
Georgia
$275K +$15.9K +52 +7%
MC
883
Moors & Cabot
Massachusetts
$275K
AWE
884
Avidian Wealth Enterprises
Texas
$274K +$251K +820 New
WC
885
Waterloo Capital
Texas
$272K +$249K +816 New
Fayez Sarofim & Co
886
Fayez Sarofim & Co
Texas
$272K
FPAS
887
Focus Partners Advisor Solutions
Missouri
$271K +$249K +814 New
DW
888
Dodds Wealth
Colorado
$267K
LF
889
Lee Financial
Texas
$263K +$1.83K +6 +0.8%
HIA
890
Harbor Investment Advisory
Maryland
$260K -$1.53K -5 -0.6%
ESB
891
Essex Savings Bank
Connecticut
$257K
HFW
892
Horizon Family Wealth
Illinois
$256K +$235K +768 New
EWA
893
Exencial Wealth Advisors
Oklahoma
$255K -$27.8K -91 -11%
BBHC
894
Brown Brothers Harriman & Co
New York
$255K -$2.75K -9 -1%
CPIG
895
Chicago Partners Investment Group
Illinois
$255K +$244K +797 New
CFP
896
Catalyst Financial Partners
Massachusetts
$254K +$4.89K +16 +2%
ICP
897
Interchange Capital Partners
Pennsylvania
$254K -$33.3K -109 -13%
AC
898
Avestar Capital
New York
$252K +$230K +754 New
SMC
899
Smith, Moore & Co
Missouri
$252K -$306 -1 -0.1%
MCWA
900
Meadow Creek Wealth Advisors
Georgia
$252K +$231K +755 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.