We are live on ! Find out more
HCA icon

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
RTC
926
Riverview Trust Company
Washington
$52.8K
RTL
927
Red Tortoise LLC
Georgia
$51.6K -$4.17K -15 -8%
EA
928
Evolution Advisers
Virginia
$50K
BWA
929
BDO Wealth Advisors
Florida
$48.6K +$16.7K +60 +60%
CWP
930
Concord Wealth Partners
Virginia
$45.7K
MCI
931
MRP Capital Investments
Georgia
$45.5K
TFA
932
Toth Financial Advisory
Virginia
$44.3K
EARNEST Partners
933
EARNEST Partners
Georgia
$44.3K
CAC
934
Core Alternative Capital
Georgia
$40.7K +$1.11K +4 +3%
AWM
935
Abound Wealth Management
Tennessee
$38.1K +$834 +3 +2%
RFG
936
RFP Financial Group
Georgia
$35.8K
BIA
937
Bell Investment Advisors
California
$34.3K -$834 -3 -3%
GWM
938
Geneos Wealth Management
Colorado
$34.3K +$1.95K +7 +7%
FMP
939
Financial Management Professionals
Texas
$32K +$278 +1 +1%
AWM
940
Ameliora Wealth Management
Switzerland
$31.9K
Kayne Anderson Rudnick Investment Management
941
Kayne Anderson Rudnick Investment Management
California
$31.9K +$834 +3 +3%
CAM
942
Close Asset Management
United Kingdom
$30K
FAM
943
Fred Alger Management
New York
$29.1K -$1.8M -6,491 -99%
BLC
944
Brown, Lisle/Cummings
Rhode Island
$28.8K +$26.4K +95 New
HF
945
Halpern Financial
Virginia
$28.8K +$26.4K +95 New
WWP
946
WR Wealth Planners
Missouri
$28.5K +$11.7K +42 +81%
CA
947
Clearstead Advisors
Ohio
$27.3K -$1.11K -4 -4%
ANBT
948
American National Bank & Trust
Texas
$27.3K
UCB
949
United Community Bank
South Carolina
$27.3K
CH
950
Canton Hathaway
Rhode Island
$26K

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.