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HCA Healthcare

404 hedge funds and large institutions have $16.4B invested in HCA Healthcare in 2013 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 166 increasing their positions, 124 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 32

45% more funds holding in top 10

Funds holding in top 10: 2029 (+9)

34% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 124

12% more funds holding

Funds holding: 360404 (+44)

12% more call options, than puts

Call options by funds: $137M | Put options by funds: $123M

10% more capital invested

Capital invested by funds: $15B → $16.4B (+$1.45B)

2.21% less ownership

Funds ownership: 77.65%75.44% (-2.2%)

Holders
404
Holders Change
+44
Holders Change %
+12.22%
% of All Funds
11.73%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.84%
New
77
Increased
166
Reduced
124
Closed
32
Calls
$137M
Puts
$123M
Net Calls
+$14.6M
Net Calls Change
+$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$1.43B -$940M -20,328,218 -40%
KKRC
2
Kohlberg Kravis Roberts & Co
New York
$1.4B -$919M -19,879,889 -40%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$751M -$38M -822,160 -5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$704M +$410M +8,866,486 +151%
LP
5
Longview Partners
Guernsey
$675M +$168M +3,640,138 +35%
GCM
6
Glenview Capital Management
New York
$613M +$116M +2,500,000 +24%
Vanguard Group
7
Vanguard Group
Pennsylvania
$509M +$83.4M +1,805,142 +20%
BIT
8
BlackRock Institutional Trust
California
$363M -$28.1M -608,778 -7%
Invesco
9
Invesco
Georgia
$347M +$40.9M +884,143 +14%
PC
10
PointState Capital
New York
$329M +$305M +6,600,650 +2,200%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$323M -$14.3M -309,610 -4%
State Street
12
State Street
Massachusetts
$244M +$24.5M +529,700 +12%
AM
13
Appaloosa Management
Florida
$243M +$24.4M +528,300 +12%
MC
14
Maverick Capital
Texas
$243M +$64.5M +1,395,782 +38%
OH
15
Orbis Holdings
Bermuda
$234M -$23.3M -504,589 -9%
BA
16
BlackRock Advisors
Delaware
$224M -$7.5M -162,365 -3%
Jennison Associates
17
Jennison Associates
New York
$203M -$21.4M -463,440 -10%
WRF
18
Waddell & Reed Financial
Kansas
$198M -$26.4M -571,142 -12%
CM
19
Corvex Management
New York
$196M +$54.8M +1,185,941 +41%
FAM
20
Fred Alger Management
New York
$188M +$182M +3,937,516 +1,508,627%
BTS
21
BB&T Securities
Virginia
$183M -$1.13M -24,519 -6%
O
22
OrbiMed
New York
$179M +$32.6M +705,000 +23%
PHS
23
PFM Health Sciences
California
$171M +$42M +908,581 +34%
PC
24
Paulson & Co
New York
$162M
BG
25
BlackRock Group
United Kingdom
$150M -$10.2M -220,759 -7%

HCA Hedge Fund Activity: Q4 2013 in Review

404 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q4 2013, worth a combined $16.4B — up 9.7% from $15B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new HCA positions and 32 closed out — a net gain of 45 holders — while 166 added to existing stakes and 124 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $410M. The largest seller was Bain Capital Investors, cutting an estimated $940M.

  • 404 institutional investors held HCA Healthcare (HCA) as of Q4 2013, up from 360 in Q3 2013.
  • Funds reported $16.4B of HCA Healthcare stock for Q4 2013, up 9.7% quarter-over-quarter.
  • 77 funds opened new HCA Healthcare positions in Q4 2013 and 32 closed out, a net change of +45 holders.
  • The largest HCA Healthcare buyer in Q4 2013 was Wellington Management Group, an estimated $410M added.
  • The largest HCA Healthcare seller in Q4 2013 was Bain Capital Investors, an estimated $940M sold.

Based on aggregated 13F filings for Q4 2013.