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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
PL
151
Parkwood LLC
Ohio
$8.9M +$228K +2,841 +3%
EMR
152
Errol M. Rudman
$8.87M
Truist Financial
153
Truist Financial
North Carolina
$8.85M +$67.1K +835 +0.8%
VOYA Investment Management
154
VOYA Investment Management
Georgia
$8.69M -$597K -7,428 -7%
Canada Pension Plan Investment Board
155
Canada Pension Plan Investment Board
Ontario, Canada
$8.59M +$562K +7,000 +8%
BPC
156
Banque Pictet & Cie
Switzerland
$8.03M +$1.77M +21,978 +32%
IB
157
Intrust Bank
Kansas
$7.98M +$12.4K +154 +0.2%
Aberdeen Group
158
Aberdeen Group
United Kingdom
$7.83M -$2.64M -32,922 -27%
Nordea Investment Management
159
Nordea Investment Management
Sweden
$7.75M -$107K -1,338 -1%
MIM
160
MetLife Investment Management
New Jersey
$7.7M +$7.04M +87,637 New
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$7.52M -$641K -7,979 -9%
SGH
162
Sivik Global Healthcare
Connecticut
$7.47M +$6.83M +85,000 New
Boston Partners
163
Boston Partners
Massachusetts
$7.46M -$1.37M -17,099 -17%
SOMRS
164
State of Michigan Retirement System
Michigan
$7.29M -$378K -4,700 -5%
FAF
165
Fjarde Ap-fonden
Sweden
$7.27M +$828K +10,310 +14%
FMI
166
Factory Mutual Insurance
Massachusetts
$7.03M +$6.43M +80,000 New
Teacher Retirement System of Texas
167
Teacher Retirement System of Texas
Texas
$6.95M -$48.1M -598,526 -88%
PFPT
168
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.92M +$1.3M +16,201 +26%
TPSF
169
Texas Permanent School Fund
Texas
$6.79M -$222K -2,767 -3%
KPCM
170
Kings Point Capital Management
New York
$6.77M -$24.1K -300 -0.4%
DCM
171
Dupont Capital Management
Delaware
$6.75M -$1.32M -16,462 -18%
RJA
172
Raymond James & Associates
Florida
$6.75M -$731K -9,099 -11%
RC
173
RBF Capital
California
$6.59M
Comerica Bank
174
Comerica Bank
Texas
$6.49M -$144K -1,788 -2%
State of Tennessee, Department of Treasury
175
State of Tennessee, Department of Treasury
Tennessee
$6.44M -$431K -5,359 -7%

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.