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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
TCWA
1176
Turtle Creek Wealth Advisors
Texas
-$54.4K -201 Closed
BFEC
1177
Benjamin F. Edwards & Company
Missouri
-$54K -200 Closed
Optiver Holding
1178
Optiver Holding
Netherlands
-$53.9K -199 Closed
EC
1179
EdgeRock Capital
Colorado
-$53.2K -172 Closed
RFA
1180
Resurgent Financial Advisors
Georgia
-$44.7K -165 Closed
CIA
1181
Cape Investment Advisory
Georgia
-$16.4K -61 Closed
Loomis, Sayles & Company
1182
Loomis, Sayles & Company
Massachusetts
-$9K -32 Closed
TVAMP
1183
Tennessee Valley Asset Management Partners
Tennessee
-$8.68K -32 Closed
FWM
1184
Focused Wealth Management
New York
-$8.12K -30 Closed
AP
1185
Arlington Partners
Alabama
-$7.58K -28 Closed
LIWM
1186
Long Island Wealth Management
New York
-$5K -20 Closed
ANBT
1187
American National Bank & Trust
Texas
-$3.79K -14 Closed
MSWM
1188
McGlone Suttner Wealth Management
Wisconsin
-$3K -11 Closed
WPA
1189
West Paces Advisors
Georgia
-$1.08K -4 Closed
AIMA
1190
Ables Iannone Moore & Associates
Georgia
-$812 -3 Closed
TIM
1191
Tortoise Investment Management
New York
-$812 -3 Closed
M
1192
MOTCO
Texas
-$271 -1 Closed
PS
1193
Planned Solutions
California
-$271 -1 Closed

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.