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HCA Healthcare

360 hedge funds and large institutions have $15B invested in HCA Healthcare in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 142 increasing their positions, 140 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $12.4B → $15B (+$2.54B)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

1% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 140

0.18% more ownership

Funds ownership: 77.47%77.65% (+0.18%)

5% less funds holding

Funds holding: 380360 (-20)

22% less call options, than puts

Call options by funds: $111M | Put options by funds: $143M

32% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 53

Holders
360
Holders Change
-20
Holders Change %
-5.26%
% of All Funds
11.67%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.65%
New
36
Increased
142
Reduced
140
Closed
53
Calls
$111M
Puts
$143M
Net Calls
-$32.1M
Net Calls Change
-$111M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
201
RBF Capital
California
$3.21M
SGCA
202
Steel Grove Capital Advisors
Tennessee
$3.19M +$71.5K +1,831 +3%
SIP
203
Stoneridge Investment Partners
Pennsylvania
$3.11M -$646K -16,524 -19%
DCM
204
Dupont Capital Management
Delaware
$3.08M +$973K +24,900 +53%
GXMC
205
Global X Management Company
New York
$2.98M +$1.72M +44,017 +171%
Royal London Asset Management
206
Royal London Asset Management
United Kingdom
$2.9M +$43.7K +1,119 +2%
USAA
207
United Services Automobile Association
Texas
$2.84M -$395K -10,100 -13%
SAM
208
Symphony Asset Management
California
$2.83M -$122K -3,115 -4%
SAM
209
Shell Asset Management
Netherlands
$2.71M -$331K -8,480 -12%
TD Asset Management
210
TD Asset Management
Ontario, Canada
$2.62M +$227K +5,800 +10%
GAM
211
Gotham Asset Management
New York
$2.51M -$2.66M -68,188 -54%
Nomura Asset Management
212
Nomura Asset Management
Japan
$2.46M -$1.47M -37,700 -40%
GF
213
Gabelli Funds
New York
$2.35M +$781K +20,000 +57%
Mitsubishi UFJ Asset Management
214
Mitsubishi UFJ Asset Management
Japan
$2.34M -$128K -3,284 -6%
SCG
215
Strategic Capital Group
Washington
$2.33M +$406K +10,396 +24%
HAI
216
Hennessy Advisors Inc
California
$2.25M -$62.5K -1,600 -3%
PCA
217
Private Capital Advisors
Connecticut
$2.06M +$1.89M +48,300 New
URS
218
Utah Retirement Systems
Utah
$2.04M -$15.6K -400 -0.8%
Teacher Retirement System of Texas
219
Teacher Retirement System of Texas
Texas
$2.02M +$163K +4,163 +10%
Royal Bank of Canada
220
Royal Bank of Canada
Ontario, Canada
$1.96M +$349K +8,937 +24%
LIA
221
LBMC Investment Advisors
Tennessee
$1.93M +$5.74K +147 +0.3%
RIL
222
Rothschild Investment LLC
Illinois
$1.93M +$78.1K +2,000 +5%
CIM
223
CenturyLink Investment Management
Colorado
$1.8M -$207K -5,309 -11%
OC
224
Oppenheimer & Co
New York
$1.79M +$111K +2,853 +7%
BCIM
225
British Columbia Investment Management
British Columbia, Canada
$1.76M -$136K -3,488 -8%

HCA Hedge Fund Activity: Q3 2013 in Review

360 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q3 2013, worth a combined $15B — up 20% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of HCA and 36 opened new positions — a net loss of 17 holders — while 140 trimmed existing stakes and 142 added.

The largest buyer was Longview Partners, opening a new position worth an estimated $411M. The largest seller was Fred Alger Management, cutting an estimated $126M.

  • 360 institutional investors held HCA Healthcare (HCA) as of Q3 2013, down from 380 in Q2 2013.
  • Funds reported $15B of HCA Healthcare stock for Q3 2013, up 20% quarter-over-quarter.
  • 36 funds opened new HCA Healthcare positions in Q3 2013 and 53 closed out, a net change of -17 holders.
  • The largest HCA Healthcare buyer in Q3 2013 was Longview Partners, an estimated $411M added.
  • The largest HCA Healthcare seller in Q3 2013 was Fred Alger Management, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2013.