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HCA Healthcare

591 hedge funds and large institutions have $22.5B invested in HCA Healthcare in 2016 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 230 increasing their positions, 237 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $432M | Put options by funds: $257M

25% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 61

19% more funds holding in top 10

Funds holding in top 10: 3238 (+6)

2.15% more ownership

Funds ownership: 73.06%75.21% (+2.2%)

1% more funds holding

Funds holding: 583591 (+8)

0% more capital invested

Capital invested by funds: $22.4B → $22.5B (+$95.3M)

3% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 237

Holders
591
Holders Change
+8
Holders Change %
+1.37%
% of All Funds
15.75%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
1.01%
New
76
Increased
230
Reduced
237
Closed
61
Calls
$432M
Puts
$257M
Net Calls
+$175M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
76
Prudential Financial
New Jersey
$50.1M +$10.9M +156,100 +32%
GAM
77
Gotham Asset Management
New York
$48.6M +$26.2M +374,893 +152%
Balyasny Asset Management
78
Balyasny Asset Management
Illinois
$48.1M +$43M +616,304 New
Allianz Asset Management
79
Allianz Asset Management
Germany
$47.1M +$35.1M +502,076 +496%
NMIMC
80
Northwestern Mutual Investment Management Company
Wisconsin
$46.6M +$6.61M +94,637 +19%
BIM
81
BlackRock Investment Management
Delaware
$46.1M -$8.22M -117,753 -17%
AllianceBernstein
82
AllianceBernstein
Tennessee
$43.8M -$1.06M -15,184 -3%
CS
83
Credit Suisse
Switzerland
$43.4M -$74.2M -1,063,026 -66%
RFC
84
Russell Frank Company
Washington
$42M +$3.48M +49,872 +10%
Wells Fargo
85
Wells Fargo
California
$41.6M +$4.69M +67,182 +14%
GTP
86
Global Thematic Partners
New York
$41.6M -$2.01M -28,783 -5%
SCM
87
Sirios Capital Management
Massachusetts
$41.2M +$7.19M +102,990 +24%
BTS
88
BB&T Securities
Virginia
$41.1M +$1.3M +18,643 +4%
Handelsbanken Fonder
89
Handelsbanken Fonder
Sweden
$41M +$1.99M +28,480 +6%
New York State Teachers Retirement System (NYSTRS)
90
New York State Teachers Retirement System (NYSTRS)
New York
$40.4M -$173K -2,475 -0.5%
MTB
91
Mizuho Trust & Banking
Japan
$40.2M +$831K +11,899 +2%
Lord, Abbett & Co
92
Lord, Abbett & Co
New Jersey
$39.7M +$34.6M +495,241 +3,668%
GC
93
Guggenheim Capital
Illinois
$38.5M -$7.88M -112,796 -19%
PIA
94
Piedmont Investment Advisors
North Carolina
$38.5M +$4.74M +67,830 +16%
Dimensional Fund Advisors
95
Dimensional Fund Advisors
Texas
$38.1M +$1.01M +14,498 +3%
Principal Financial Group
96
Principal Financial Group
Iowa
$37.9M +$118K +1,683 +0.3%
BJ
97
BlackRock Japan
Japan
$37.1M +$3.81M +54,615 +13%
PAM
98
Panagora Asset Management
Massachusetts
$36.9M -$12.4M -177,509 -27%
LDB
99
Lee, Danner & Bass
Tennessee
$36.9M -$276K -3,946 -0.9%
Canada Pension Plan Investment Board
100
Canada Pension Plan Investment Board
Ontario, Canada
$36.5M +$12.9M +184,800 +65%

HCA Hedge Fund Activity: Q1 2016 in Review

591 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q1 2016, worth a combined $22.5B — up 0.42% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new HCA positions and 61 closed out — a net gain of 15 holders — while 230 added to existing stakes and 237 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $412M. The largest seller was Fir Tree Capital Management, cutting an estimated $244M.

  • 591 institutional investors held HCA Healthcare (HCA) as of Q1 2016, up from 583 in Q4 2015.
  • Funds reported $22.5B of HCA Healthcare stock for Q1 2016, up 0.42% quarter-over-quarter.
  • 76 funds opened new HCA Healthcare positions in Q1 2016 and 61 closed out, a net change of +15 holders.
  • The largest HCA Healthcare buyer in Q1 2016 was Royal London Asset Management, an estimated $412M added.
  • The largest HCA Healthcare seller in Q1 2016 was Fir Tree Capital Management, an estimated $244M sold.

Based on aggregated 13F filings for Q1 2016.