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HCA Healthcare
HCA

Overview Fund Activity

1,121 hedge funds and large institutions have $54.5B invested in HCA Healthcare in 2024 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 362 increasing their positions, 417 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+70
Holders Change %
+6.66%
% of All Funds
16.25%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.57%
New
153
Increased
362
Reduced
417
Closed
66
Calls
$681M
Puts
$510M
Net Calls
+$171M
Net Calls Change
+$284M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$439M
2
Capital World Investors
Capital World Investors
California
+$340M
3
DCP
Darsana Capital Partners
New York
+$250M
4
Bank of America
Bank of America
North Carolina
+$85.5M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$56.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$661M
2
Harris Associates
Harris Associates
Illinois
-$557M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$130M
4
Swedbank
Swedbank
Sweden
-$106M
5
GAM
Groupama Asset Management
France
-$99.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
1051
Sound Income Strategies
Florida
$18.3K – – –
CWC
1052
Carolinas Wealth Consulting
North Carolina
$17.7K +$334 +1 +2%
JWM
1053
Janiczek Wealth Management
Colorado
$17.7K – – –
ADL
1054
Asset Dedication LLC
California
$17K – – –
PPC
1055
Park Place Capital
Alabama
$16.7K – – –
HF
1056
Halpern Financial
Virginia
$16.6K – – –
EWM
1057
Evermay Wealth Management
Virginia
$14K -$667 -2 -5%
WPWM
1058
Western Pacific Wealth Management
Illinois
$13.4K -$40.2K -120 -75%
EWP
1059
Elevation Wealth Partners
California
$13.3K – – –
BSB
1060
Bangor Savings Bank
Maine
$13.3K – – –
OLVIG
1061
Oliver Lagore Vanvalin Investment Group
Michigan
$13.3K – – –
FIM
1062
Fernwood Investment Management
Massachusetts
$13.3K +$13.3K +40 New
PMFA
1063
Plante Moran Financial Advisors
Michigan
$12.7K – – –
LI
1064
LRI Investments
Florida
$12.7K +$12.7K +38 New
AIM
1065
Anchor Investment Management
South Carolina
$12.3K – – –
JAM
1066
JCIC Asset Management
Ontario, Canada
$11.7K – – –
KFI
1067
Key Financial Inc
Pennsylvania
$10.7K – – –
WTC
1068
WhitTier Trust Company
Nevada
$8.34K – – –
FUBT
1069
First United Bank & Trust
Maryland
$8.34K – – –
GWSG
1070
GPS Wealth Strategies Group
Colorado
$8.34K +$8.34K +25 New
RWA
1071
Redmont Wealth Advisors
Illinois
$7K +$7K +21 New
AW
1072
Avion Wealth
Texas
$7K +$3.89K +10 +125%
KA
1073
Kozak & Associates
Colorado
$6.5K – – –
SIC
1074
SJS Investment Consulting
Ohio
$6.34K +$334 +1 +6%
CCM
1075
Chilton Capital Management
Texas
$6K -$6K -18 -50%
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