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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
Lord, Abbett & Co
151
Lord, Abbett & Co
New Jersey
$18.8M -$17.3M -262,516 -50%
HJMC
152
Hellman Jordan Management Company
Massachusetts
$18.8M -$3.5M -53,000 -17%
CWG
153
C WorldWide Group
Denmark
$18.8M +$17.6M +266,179 New
Canada Pension Plan Investment Board
154
Canada Pension Plan Investment Board
Ontario, Canada
$18.5M -$976K -14,762 -5%
Tudor Investment Corp
155
Tudor Investment Corp
Connecticut
$18.5M +$16.3M +246,212 +1,513%
CNB
156
City National Bank
California
$18.5M +$17.3M +261,855 New
Janus Henderson Group
157
Janus Henderson Group
United Kingdom
$18.4M +$14.3M +215,627 +470%
VAM
158
Visium Asset Management
New York
$18.2M -$32.1M -485,885 -65%
AWCI
159
Alpine Woods Capital Investors
New York
$17.3M -$4.23M -64,000 -21%
BLM
160
Bennett Lawrence Management
New York
$17.3M +$1.05M +15,945 +7%
Dimensional Fund Advisors
161
Dimensional Fund Advisors
Texas
$16.9M +$142K +2,153 +0.9%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$16.7M +$12M +182,065 +333%
HI
163
HBK Investments
Texas
$16.3M -$7.25M -109,707 -32%
PA
164
Perceptive Advisors
New York
$16.2M +$2.15M +32,500 +16%
CGI
165
CI Global Investments
California
$15.9M -$4.97M -75,150 -25%
Adage Capital Partners
166
Adage Capital Partners
Massachusetts
$15.9M +$1.65M +25,000 +13%
Ohio Public Employees Retirement System (OPERS)
167
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.7M +$8.17M +123,696 +126%
BGIM
168
Brandywine Global Investment Management
Pennsylvania
$15M +$2.44M +36,970 +21%
Asset Management One
169
Asset Management One
Japan
$14.9M +$5.42M +82,050 +65%
CCMH
170
Cornerstone Capital Management Holdings
New York
$14.8M +$1.22M +18,461 +10%
KBC Group
171
KBC Group
Belgium
$14.7M -$6.71M -101,564 -33%
DCM
172
Dupont Capital Management
Delaware
$14.5M -$904K -13,679 -6%
Marshall Wace
173
Marshall Wace
United Kingdom
$14.5M +$12.6M +190,354 +1,282%
Macquarie Group
174
Macquarie Group
Australia
$14.5M -$2.27M -34,400 -14%
VRS
175
Virginia Retirement Systems
Virginia
$14.1M +$12.8M +193,501 +3,078%

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.