HCA Healthcare
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$229M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$185M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$98.5M |
| 4 |
JP Morgan Chase
New York
|
+$97M |
| 5 |
BlackRock
New York
|
+$87.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$717M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$282M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$258M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$194M |
| 5 |
TP
Third Point
New York
|
-$182M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
1101
WealthPLAN Partners
Omaha,
Nebraska
| – | -$11.5K | -38 | Closed |
|
|
BG
1102
Bollard Group
Boston,
Massachusetts
| – | -$11K | -35 | Closed |
|
|
HPC
1103
HM Payson & Co
Portland,
Maine
| – | -$9.41K | -31 | Closed |
|
|
DI
1104
Disciplined Investments
Tulsa,
Oklahoma
| – | -$3.64K | -12 | Closed |
|
|
FA
1105
Fiduciary Alliance
Greenville,
South Carolina
| – | -$2.78K | -9 | Closed |
|
1106
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$2K | -8 | Closed |
|
|
CAS
1107
Coppell Advisory Solutions
Coppell,
Texas
| – | -$1.2K | -4 | Closed |
|
|
PI
1108
PEAK6 Investments
Chicago,
Illinois
| – | -$547 | -2 | Closed |
|
|
CA
1109
Crewe Advisors
Salt Lake City,
Utah
| – | -$304 | -1 | Closed |
|
|
CAM
1110
ClariVest Asset Management
San Diego,
California
| – | +$547 | +2 | New |
|
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.