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HCA Healthcare

409 hedge funds and large institutions have $18.3B invested in HCA Healthcare in 2014 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 156 increasing their positions, 147 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

12% more capital invested

Capital invested by funds: $16.4B → $18.3B (+$1.93B)

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

1.35% more ownership

Funds ownership: 75.44%76.79% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 147

1% more funds holding

Funds holding: 405409 (+4)

9% less call options, than puts

Call options by funds: $100M | Put options by funds: $110M

Holders
409
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
11.81%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.92%
New
58
Increased
156
Reduced
147
Closed
45
Calls
$100M
Puts
$110M
Net Calls
-$9.5M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$1.58B
KKRC
2
Kohlberg Kravis Roberts & Co
New York
$1.54B
Wellington Management Group
3
Wellington Management Group
Massachusetts
$937M +$154M +3,088,024 +21%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$824M -$2.09M -41,979 -0.3%
LP
5
Longview Partners
Guernsey
$739M -$3.59M -72,230 -0.5%
GCM
6
Glenview Capital Management
New York
$674M
Vanguard Group
7
Vanguard Group
Pennsylvania
$576M +$15M +300,458 +3%
BIT
8
BlackRock Institutional Trust
California
$421M +$19.9M +400,235 +5%
Invesco
9
Invesco
Georgia
$376M -$6.29M -126,298 -2%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$332M -$22.2M -445,503 -7%
IIS
11
Ignis Investment Services
United Kingdom
$299M +$15M +300,748 +106%
AM
12
Appaloosa Management
Florida
$280M +$11.2M +225,500 +4%
FAM
13
Fred Alger Management
New York
$267M +$56.9M +1,142,875 +29%
State Street
14
State Street
Massachusetts
$265M -$2.57M -51,679 -1%
PC
15
PointState Capital
New York
$259M -$97.5M -1,958,400 -28%
MC
16
Maverick Capital
Texas
$256M -$10.6M -213,559 -4%
BA
17
BlackRock Advisors
Delaware
$251M +$3.74M +75,182 +2%
PHS
18
PFM Health Sciences
California
$250M +$59M +1,185,823 +33%
OH
19
Orbis Holdings
Bermuda
$234M -$21.9M -439,246 -9%
O
20
OrbiMed
New York
$221M +$22.7M +457,000 +12%
CM
21
Corvex Management
New York
$216M
BTS
22
BB&T Securities
Virginia
$207M +$549K +11,028 +3%
WRF
23
Waddell & Reed Financial
Kansas
$201M -$15.8M -317,790 -8%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$194M +$35.3M +709,743 +24%
SIG
25
Senator Investment Group
New York
$192M +$182M +3,650,000 New

HCA Hedge Fund Activity: Q1 2014 in Review

409 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q1 2014, worth a combined $18.3B — up 12% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new HCA positions and 45 closed out — a net gain of 13 holders — while 156 added to existing stakes and 147 trimmed.

The largest buyer was Senator Investment Group, opening a new position worth an estimated $182M. The largest seller was Blue Ridge Capital, exiting entirely with an estimated $146M sold.

  • 409 institutional investors held HCA Healthcare (HCA) as of Q1 2014, up from 405 in Q4 2013.
  • Funds reported $18.3B of HCA Healthcare stock for Q1 2014, up 12% quarter-over-quarter.
  • 58 funds opened new HCA Healthcare positions in Q1 2014 and 45 closed out, a net change of +13 holders.
  • The largest HCA Healthcare buyer in Q1 2014 was Senator Investment Group, an estimated $182M added.
  • The largest HCA Healthcare seller in Q1 2014 was Blue Ridge Capital, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2014.