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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
UIA
976
Ulland Investment Advisors
Minnesota
$147K -$8.25K -27 -6%
SSB
977
Sandy Spring Bank
Maryland
$147K
HNB
978
Hilltop National Bank
Wyoming
$146K +$134K +439 New
M
979
Mirova
France
$143K
CFO
980
CVA Family Office
Colorado
$143K +$611 +2 +0.5%
LSA
981
Leonteq Securities AG
Switzerland
$138K -$70.3K -230 -36%
Jones Financial Companies
982
Jones Financial Companies
Missouri
$137K +$17.1K +56 +16%
SL
983
Salomon & Ludwin
Virginia
$135K -$12.5K -41 -9%
AIC
984
Archer Investment Corporation
Indiana
$133K
GA
985
GoalVest Advisory
New York
$132K +$55K +180 +84%
LFG
986
Larson Financial Group
Missouri
$125K +$108K +354 +1,686%
YDMI
987
Y.D. More Investments
Israel
$117K
ST
988
Smithfield Trust
Pennsylvania
$113K
RCM
989
Raleigh Capital Management
North Carolina
$108K +$86.2K +282 +688%
HI
990
Harbour Investments
Wisconsin
$103K +$41.3K +135 +78%
GWM
991
Geneos Wealth Management
Colorado
$101K -$4.89K -16 -5%
MSFP
992
Mark Sheptoff Financial Planning
Connecticut
$100K
BWAM
993
Boyd Watterson Asset Management
Ohio
$97.4K
EDRH
994
Edmond de Rothschild Holding
Switzerland
$95.1K
MPWT
995
MassMutual Private Wealth & Trust
Connecticut
$93.1K +$4.28K +14 +5%
TC
996
Tacita Capital
Ontario, Canada
$90.1K
WIM
997
Westside Investment Management
California
$84K
SN
998
Sittner & Nelson
Oregon
$83.8K
CFD
999
Creative Financial Designs
Indiana
$76K -$7.64K -25 -10%
TCA
1000
Trifecta Capital Advisors
Illinois
$75K

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.