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HCA Healthcare

564 hedge funds and large institutions have $22.6B invested in HCA Healthcare in 2017 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 151 increasing their positions, 242 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 57

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

7% more funds holding

Funds holding: 529564 (+35)

5% more capital invested

Capital invested by funds: $21.5B → $22.6B (+$1.07B)

2.04% less ownership

Funds ownership: 74.79%72.75% (-2%)

38% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 242

43% less call options, than puts

Call options by funds: $243M | Put options by funds: $427M

Holders
564
Holders Change
+35
Holders Change %
+6.62%
% of All Funds
12.79%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.48%
New
99
Increased
151
Reduced
242
Closed
57
Calls
$243M
Puts
$427M
Net Calls
-$184M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
101
KBC Group
Belgium
$21.1M -$1.57M -19,520 -8%
JMPWA
102
JP Morgan Private Wealth Advisors
California
$21M +$9.89M +123,087 +106%
CS
103
Candriam SCA
Luxembourg
$20.2M -$13.6M -169,340 -42%
O
104
OppenheimerFunds
New York
$19.7M -$5.72M -71,239 -24%
Ameriprise
105
Ameriprise
Minnesota
$19.2M -$8.52M -106,004 -33%
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$18.6M +$54.8K +682 +0.3%
Two Sigma Advisers
107
Two Sigma Advisers
New York
$18.2M -$3.13M -39,000 -16%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$18M -$432K -5,374 -3%
Citigroup
109
Citigroup
New York
$17.6M -$7.91M -98,486 -33%
LC
110
Loews Corp
New York
$17.6M +$4.02M +50,000 +33%
AAMU
111
Amundi Asset Management US
Massachusetts
$17.4M +$15.9M +198,083 New
CTI
112
Community Trust & Investment
Kentucky
$17.2M -$142K -1,764 -0.9%
Daiwa Securities Group
113
Daiwa Securities Group
Japan
$16.6M +$1.27M +15,819 +9%
PI
114
Putnam Investments
Massachusetts
$16.3M -$298K -3,715 -2%
DekaBank Deutsche Girozentrale
115
DekaBank Deutsche Girozentrale
Germany
$15.9M
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$15.4M -$6.07M -75,523 -30%
AIMCA
117
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$15.3M -$8.71M -108,400 -38%
CWM
118
CIBC World Markets
New York
$15M -$9.27M -115,433 -40%
WCM
119
Wedge Capital Management
North Carolina
$15M -$312K -3,882 -2%
AG
120
Aperio Group
California
$14.9M -$1.97M -24,482 -13%
DDPIC
121
Deroy & Devereaux Private Investment Counsel
Michigan
$14.9M +$15.6K +194 +0.1%
Korea Investment Corp
122
Korea Investment Corp
South Korea
$14.8M +$3.45M +43,000 +34%
First Trust Advisors
123
First Trust Advisors
Illinois
$14.6M -$2.48M -30,874 -16%
BCIM
124
British Columbia Investment Management
British Columbia, Canada
$14.3M +$35.6K +443 +0.3%
D.E. Shaw & Co
125
D.E. Shaw & Co
New York
$14.2M -$19.6M -243,551 -60%

HCA Hedge Fund Activity: Q4 2017 in Review

564 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q4 2017, worth a combined $22.6B — up 5% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HCA positions and 57 closed out — a net gain of 42 holders — while 151 added to existing stakes and 242 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $376M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.02B.

  • 564 institutional investors held HCA Healthcare (HCA) as of Q4 2017, up from 529 in Q3 2017.
  • Funds reported $22.6B of HCA Healthcare stock for Q4 2017, up 5% quarter-over-quarter.
  • 99 funds opened new HCA Healthcare positions in Q4 2017 and 57 closed out, a net change of +42 holders.
  • The largest HCA Healthcare buyer in Q4 2017 was Magellan Asset Management, an estimated $376M added.
  • The largest HCA Healthcare seller in Q4 2017 was T. Rowe Price Associates, an estimated $1.02B sold.

Based on aggregated 13F filings for Q4 2017.