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HCA Healthcare

1,202 hedge funds and large institutions have $64.1B invested in HCA Healthcare in 2024 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 407 increasing their positions, 459 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 86

25% more funds holding in top 10

Funds holding in top 10: 3240 (+8)

22% more capital invested

Capital invested by funds: $52.6B → $64.1B (+$11.5B)

4% more funds holding

Funds holding: 1,1551,202 (+47)

1.34% less ownership

Funds ownership: 62.53%61.2% (-1.3%)

11% less repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 459

21% less call options, than puts

Call options by funds: $631M | Put options by funds: $802M

Holders
1,202
Holders Change
+47
Holders Change %
+4.07%
% of All Funds
17.26%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.57%
New
146
Increased
407
Reduced
459
Closed
86
Calls
$631M
Puts
$802M
Net Calls
-$171M
Net Calls Change
-$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
1001
IMS Capital Management
Oregon
$224K
PWM
1002
PBMares Wealth Management
Virginia
$222K +$200K +546 New
BAM
1003
Byrne Asset Management
New Jersey
$220K +$9.15K +25 +5%
HBS
1004
Howard Bailey Securities
Indiana
$219K +$197K +539 New
PFGIA
1005
Patriot Financial Group Insurance Agency
Massachusetts
$219K +$197K +539 New
AFA
1006
AllGen Financial Advisors
Florida
$219K +$197K +538 New
CAC
1007
Certified Advisory Corp
Florida
$217K +$196K +535 New
CWA
1008
CJM Wealth Advisers
Virginia
$217K +$196K +534 New
W
1009
WorthPointe
California
$215K +$194K +529 New
FMC
1010
First Merchants Corp
Indiana
$213K +$192K +525 New
FAB
1011
First American Bank
Illinois
$213K -$183K -500 -49%
CA
1012
CoreCap Advisors
Michigan
$213K +$18.3K +50 +11%
DIA
1013
Dean Investment Associates
Ohio
$213K -$52.4K -143 -21%
SIC
1014
Samalin Investment Counsel
New York
$212K +$191K +523 New
EWS
1015
Eagle Wealth Strategies
New Jersey
$211K +$190K +519 New
EWA
1016
EverSource Wealth Advisors
Alabama
$211K +$366 +1 +0.2%
AC
1017
ASB Consultores
Florida
$210K +$189K +516 New
HH
1018
Hilltop Holdings
Texas
$209K +$188K +514 New
CP
1019
Canopy Partners
Ohio
$208K +$188K +513 New
IC
1020
Iconiq Capital
California
$208K +$188K +513 New
PCP
1021
Proficio Capital Partners
Massachusetts
$208K -$61.1K -167 -25%
FWP
1022
Firethorn Wealth Partners
Georgia
$207K +$187K +510 New
IWM
1023
IHT Wealth Management
Illinois
$207K +$186K +509 New
B
1024
Bailard
California
$206K +$186K +508 New
RCM
1025
Raleigh Capital Management
North Carolina
$204K -$8.42K -23 -4%

HCA Hedge Fund Activity: Q3 2024 in Review

1,202 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q3 2024, worth a combined $64.1B — up 22% from $52.6B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new HCA positions and 86 closed out — a net gain of 60 holders — while 407 added to existing stakes and 459 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $878M. The largest seller was Wellington Management Group, cutting an estimated $1.36B.

  • 1,202 institutional investors held HCA Healthcare (HCA) as of Q3 2024, up from 1,155 in Q2 2024.
  • Funds reported $64.1B of HCA Healthcare stock for Q3 2024, up 22% quarter-over-quarter.
  • 146 funds opened new HCA Healthcare positions in Q3 2024 and 86 closed out, a net change of +60 holders.
  • The largest HCA Healthcare buyer in Q3 2024 was Fidelity Investments, an estimated $878M added.
  • The largest HCA Healthcare seller in Q3 2024 was Wellington Management Group, an estimated $1.36B sold.

Based on aggregated 13F filings for Q3 2024.