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HCA Healthcare

564 hedge funds and large institutions have $22.6B invested in HCA Healthcare in 2017 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 151 increasing their positions, 242 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 57

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

7% more funds holding

Funds holding: 529564 (+35)

5% more capital invested

Capital invested by funds: $21.5B → $22.6B (+$1.07B)

2.04% less ownership

Funds ownership: 74.79%72.75% (-2%)

38% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 242

43% less call options, than puts

Call options by funds: $243M | Put options by funds: $427M

Holders
564
Holders Change
+35
Holders Change %
+6.62%
% of All Funds
12.79%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.48%
New
99
Increased
151
Reduced
242
Closed
57
Calls
$243M
Puts
$427M
Net Calls
-$184M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
ACI
76
AMP Capital Investors
Australia
$37.6M +$2.3M +28,657 +7%
B
77
BloombergSen
Ontario, Canada
$37M
TA
78
Teachers Advisors
New York
$36.7M -$12.5M -155,217 -27%
Adage Capital Partners
79
Adage Capital Partners
Massachusetts
$36.5M +$11.8M +147,300 +55%
Lazard Asset Management
80
Lazard Asset Management
New York
$36M +$7.11M +88,524 +28%
CPM
81
Crescent Park Management
California
$35.8M +$89.8K +1,118 +0.3%
Principal Financial Group
82
Principal Financial Group
Iowa
$35.7M -$965K -12,016 -3%
TFS
83
TrustCore Financial Services
Tennessee
$34.5M +$31.5M +392,191 New
LDB
84
Lee, Danner & Bass
Tennessee
$32.1M -$3.39M -42,216 -10%
EVM
85
Eaton Vance Management
Massachusetts
$30.5M -$2.29M -28,505 -8%
BGIM
86
Brandywine Global Investment Management
Pennsylvania
$29.2M +$790K +9,831 +3%
Retirement Systems of Alabama
87
Retirement Systems of Alabama
Alabama
$29.2M +$15.4M +192,253 +137%
PI
88
PGGM Investments
Netherlands
$29M -$2.55M -31,749 -9%
National Pension Service
89
National Pension Service
South Korea
$27.3M +$1.84M +22,924 +8%
GA
90
Glenhill Advisors
New York
$27.2M +$24.9M +310,187 New
NMVA
91
New Mountain Vantage Advisers
New York
$26.9M -$7.91M -98,488 -24%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26M +$229K +2,856 +1%
GIA
93
Gateway Investment Advisers
Ohio
$24.7M -$1.39M -17,306 -6%
PAMU
94
Pictet Asset Management (UK)
United Kingdom
$24.2M -$6.04M -75,178 -21%
Lord, Abbett & Co
95
Lord, Abbett & Co
New Jersey
$23.7M +$21.7M +270,264 New
Russell Investments Group
96
Russell Investments Group
United Kingdom
$23.5M -$24.6M -306,555 -54%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$23.4M -$8.67M -107,899 -29%
Balyasny Asset Management
98
Balyasny Asset Management
Illinois
$21.8M +$18.5M +230,642 +1,304%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$21.6M -$537K -6,688 -3%
TD Asset Management
100
TD Asset Management
Ontario, Canada
$21.1M -$4.77M -59,374 -20%

HCA Hedge Fund Activity: Q4 2017 in Review

564 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q4 2017, worth a combined $22.6B — up 5% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HCA positions and 57 closed out — a net gain of 42 holders — while 151 added to existing stakes and 242 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $376M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.02B.

  • 564 institutional investors held HCA Healthcare (HCA) as of Q4 2017, up from 529 in Q3 2017.
  • Funds reported $22.6B of HCA Healthcare stock for Q4 2017, up 5% quarter-over-quarter.
  • 99 funds opened new HCA Healthcare positions in Q4 2017 and 57 closed out, a net change of +42 holders.
  • The largest HCA Healthcare buyer in Q4 2017 was Magellan Asset Management, an estimated $376M added.
  • The largest HCA Healthcare seller in Q4 2017 was T. Rowe Price Associates, an estimated $1.02B sold.

Based on aggregated 13F filings for Q4 2017.