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HCA Healthcare

506 hedge funds and large institutions have $23.8B invested in HCA Healthcare in 2014 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 169 increasing their positions, 189 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 44

26% more funds holding in top 10

Funds holding in top 10: 3544 (+9)

24% more capital invested

Capital invested by funds: $19.2B → $23.8B (+$4.62B)

13% more funds holding

Funds holding: 448506 (+58)

0.47% more ownership

Funds ownership: 76.64%77.1% (+0.47%)

11% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 189

36% less call options, than puts

Call options by funds: $194M | Put options by funds: $304M

Holders
506
Holders Change
+58
Holders Change %
+12.95%
% of All Funds
14.68%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
1.28%
New
107
Increased
169
Reduced
189
Closed
44
Calls
$194M
Puts
$304M
Net Calls
-$110M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
101
Parametric Portfolio Associates
Washington
$39.2M +$180K +2,724 +0.5%
AAMU
102
Amundi Asset Management US
Massachusetts
$38.8M +$17.1M +258,286 +89%
SCM
103
Sterling Capital Management
North Carolina
$38.6M -$48.3M -730,601 -57%
LDB
104
Lee, Danner & Bass
Tennessee
$38M -$9.87M -149,350 -22%
ZDA
105
Zweig-DiMenna Associates
New York
$37.2M +$11.1M +167,745 +47%
ICAP
106
Independence Capital Asset Partners
Colorado
$37.1M +$176K +2,664 +0.5%
Principal Financial Group
107
Principal Financial Group
Iowa
$36.3M -$61.2M -926,202 -64%
VNIM
108
Vaughan Nelson Investment Management
Texas
$35.5M -$2.7M -40,875 -8%
Charles Schwab
109
Charles Schwab
California
$33.9M +$2.97M +44,931 +10%
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$33.9M -$23.8M -360,000 -43%
BCM
111
BBT Capital Management
Texas
$33.6M +$8.92M +135,000 +40%
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$33.2M -$6.5M -98,380 -17%
PI
113
Putnam Investments
Massachusetts
$32.7M +$20.6M +311,984 +205%
BIM
114
BlackRock Investment Management
Delaware
$32.4M -$3.69M -55,884 -11%
ERSOT
115
Employees Retirement System of Texas
Texas
$31.7M +$4.56M +69,000 +18%
BM
116
Bridger Management
New York
$30.6M -$26.2M -396,196 -48%
BTP
117
Bloom Tree Partners
New York
$30.5M +$28.6M +432,740 New
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$30.5M +$2.96M +44,812 +12%
BCM
119
Bridgeway Capital Management
Texas
$30.4M +$22.6M +342,000 +382%
Credit Agricole
120
Credit Agricole
France
$30.1M +$14.7M +223,059 +110%
Axa
121
Axa
France
$29M +$8.04M +121,666 +42%
HCMT
122
Highland Capital Management (Texas)
Texas
$28.9M -$4.69M -70,930 -15%
U
123
UBS
Switzerland
$28.9M +$474K +7,174 +2%
Wells Fargo
124
Wells Fargo
California
$28.5M +$1.66M +25,185 +7%
Barclays
125
Barclays
United Kingdom
$27.8M +$13.9M +209,774 +112%

HCA Hedge Fund Activity: Q3 2014 in Review

506 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q3 2014, worth a combined $23.8B — up 24% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new HCA positions and 44 closed out — a net gain of 63 holders — while 169 added to existing stakes and 189 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $256M. The largest seller was Wellington Management Group, cutting an estimated $299M.

  • 506 institutional investors held HCA Healthcare (HCA) as of Q3 2014, up from 448 in Q2 2014.
  • Funds reported $23.8B of HCA Healthcare stock for Q3 2014, up 24% quarter-over-quarter.
  • 107 funds opened new HCA Healthcare positions in Q3 2014 and 44 closed out, a net change of +63 holders.
  • The largest HCA Healthcare buyer in Q3 2014 was Fidelity Investments, an estimated $256M added.
  • The largest HCA Healthcare seller in Q3 2014 was Wellington Management Group, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2014.