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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
BCI
1
Bain Capital Investors
Massachusetts
$2.15B
KKRC
2
Kohlberg Kravis Roberts & Co
New York
$2.1B
Fidelity Investments
3
Fidelity Investments
Massachusetts
$708M +$46.2M +1,183,397 +8%
LP
4
Longview Partners
Guernsey
$449M +$411M +10,508,889 New
GCM
5
Glenview Capital Management
New York
$442M +$19.5M +500,000 +5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$379M +$13.8M +352,350 +4%
BIT
7
BlackRock Institutional Trust
California
$352M -$26.6M -681,240 -8%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$302M -$11.6M -296,802 -4%
Invesco
9
Invesco
Georgia
$274M +$116M +2,961,119 +86%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$252M +$16.2M +414,502 +8%
OH
11
Orbis Holdings
Bermuda
$231M +$2.52M +64,500 +1%
BA
12
BlackRock Advisors
Delaware
$208M -$16.2M -415,024 -8%
WRF
13
Waddell & Reed Financial
Kansas
$202M -$3.84M -98,265 -2%
Jennison Associates
14
Jennison Associates
New York
$202M +$61.9K +1,584 +0%
State Street
15
State Street
Massachusetts
$196M +$3.99M +101,992 +2%
AM
16
Appaloosa Management
Florida
$196M +$25.4M +650,000 +17%
BTS
17
BB&T Securities
Virginia
$174M +$14M +357,921 +720%
BRC
18
Blue Ridge Capital
New York
$162M -$44.2M -1,130,000 -23%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$162M -$30.5M -780,887 -17%
MC
20
Maverick Capital
Texas
$158M -$80.1M -2,051,197 -36%
PC
21
Paulson & Co
New York
$146M
BG
22
BlackRock Group
United Kingdom
$144M +$8.5M +217,658 +7%
DCM
23
Discovery Capital Management
Connecticut
$136M +$27.4M +701,200 +28%
O
24
OrbiMed
New York
$131M -$12.2M -313,300 -9%
CM
25
Corvex Management
New York
$125M +$80.9M +2,070,790 +242%

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.