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HCA Healthcare
HCA

1,000 hedge funds and large institutions have $41.6B invested in HCA Healthcare in 2023 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 360 increasing their positions, 369 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 369

4% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 110

1.09% less ownership

Funds ownership: 63.06% → 61.97% (-1.1%)

1% less funds holding

Funds holding: 1,013 → 1,000 (-13)

11% less call options, than puts

Call options by funds: $509M | Put options by funds: $572M

21% less capital invested

Capital invested by funds: $52.6B → $41.6B (-$11B)

28% less funds holding in top 10

Funds holding in top 10: 36 → 26 (-10)

Holders
1,000
Holders Change
-13
Holders Change %
-1.28%
% of All Funds
15.87%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.41%
New
106
Increased
360
Reduced
369
Closed
110
Calls
$509M
Puts
$572M
Net Calls
-$63.1M
Net Calls Change
-$80.9M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$229M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$185M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$98.5M
4
JP Morgan Chase
JP Morgan Chase
New York
+$97M
5
BlackRock
BlackRock
New York
+$87.7M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$717M
2
Harris Associates
Harris Associates
Illinois
-$282M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$258M
4
Bank of America
Bank of America
North Carolina
-$194M
5
TP
Third Point
New York
-$182M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
976
Raleigh Capital Management
North Carolina
$3.47K – – –
CT
977
Colonial Trust
South Carolina
$3.44K +$3.83K +14 New
AWA
978
Authentikos Wealth Advisory
California
$3.2K +$3.56K +13 New
KFP
979
KB Financial Partners
New Jersey
$3K – – –
AAG
980
Armstrong Advisory Group
Massachusetts
$2.46K – – –
MFT
981
Moisand Fitzgerald Tamayo
Florida
$2.46K – – –
NSIM
982
North Star Investment Management
Illinois
$2.21K – – –
PCTC
983
Perkins Coie Trust Company
Washington
$2.21K +$2.46K +9 New
CCMW
984
Cypress Capital Management (Wyoming)
Wyoming
$1.72K +$1.92K +7 New
MA
985
MCF Advisors
Kentucky
$1.48K – – –
GFPC
986
Global Financial Private Client
Florida
$1.24K – – –
TFM
987
TFC Financial Management
Massachusetts
$1.23K -$274 -1 -17%
IBOK
988
Independence Bank of Kentucky
Kentucky
$1.23K – – –
WWM
989
Wolff Wiese Magana
California
$1.23K – – –
AA
990
Ancora Advisors
Ohio
$1.1K – – –
HFM
991
Harvest Fund Management
China
$1K -$475K -1,736 -100%
AW
992
Avion Wealth
Texas
$1K +$274 +1 +13%
TIM
993
Tortoise Investment Management
New York
$738 +$821 +3 New
WA
994
WestEnd Advisors
North Carolina
$738 +$821 +3 New
TWP
995
TFO Wealth Partners
Ohio
$607 +$274 +1 +100%
CPG
996
Cornerstone Planning Group
New Jersey
$492 +$547 +2 New
FGAM
997
Financial Gravity Asset Management
Texas
$332 -$82.6K -302 -100%
SWA
998
SOA Wealth Advisors
New York
$251 – – –
HGERS
999
Householder Group Estate & Retirement Specialist
Arizona
$246 +$274 +1 New
LFG
1000
Larson Financial Group
Missouri
$246 +$274 +1 New
38 39
40
41 42

HCA Hedge Fund Activity: Q3 2023 in Review

1,000 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q3 2023, worth a combined $41.6B — down 21% from $52.6B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of HCA and 106 opened new positions — a net loss of 4 holders — while 369 trimmed existing stakes and 360 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $229M. The largest seller was T. Rowe Price Associates, cutting an estimated $717M.

  • 1,000 institutional investors held HCA Healthcare (HCA) as of Q3 2023, down from 1,013 in Q2 2023.
  • Funds reported $41.6B of HCA Healthcare stock for Q3 2023, down 21% quarter-over-quarter.
  • 106 funds opened new HCA Healthcare positions in Q3 2023 and 110 closed out, a net change of -4 holders.
  • The largest HCA Healthcare buyer in Q3 2023 was Capital World Investors, an estimated $229M added.
  • The largest HCA Healthcare seller in Q3 2023 was T. Rowe Price Associates, an estimated $717M sold.

Based on aggregated 13F filings for Q3 2023.