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HCA Healthcare

506 hedge funds and large institutions have $23.8B invested in HCA Healthcare in 2014 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 169 increasing their positions, 189 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 44

26% more funds holding in top 10

Funds holding in top 10: 3544 (+9)

24% more capital invested

Capital invested by funds: $19.2B → $23.8B (+$4.62B)

13% more funds holding

Funds holding: 448506 (+58)

0.47% more ownership

Funds ownership: 76.64%77.1% (+0.47%)

11% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 189

36% less call options, than puts

Call options by funds: $194M | Put options by funds: $304M

Holders
506
Holders Change
+58
Holders Change %
+12.95%
% of All Funds
14.68%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
1.28%
New
107
Increased
169
Reduced
189
Closed
44
Calls
$194M
Puts
$304M
Net Calls
-$110M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.54B +$256M +3,877,940 +22%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.13B -$299M -4,518,492 -22%
BCI
3
Bain Capital Investors
Massachusetts
$1.07B
KKRC
4
Kohlberg Kravis Roberts & Co
New York
$1.05B
LP
5
Longview Partners
Guernsey
$902M -$62.1M -940,031 -7%
Vanguard Group
6
Vanguard Group
Pennsylvania
$818M +$9.92M +150,085 +1%
GCM
7
Glenview Capital Management
New York
$678M -$149M -2,252,083 -19%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$581M +$179M +2,709,071 +49%
BIT
9
BlackRock Institutional Trust
California
$579M -$29.2M -441,335 -5%
PC
10
Paulson & Co
New York
$428M +$176M +2,666,981 +78%
Invesco
11
Invesco
Georgia
$415M -$92.4M -1,398,461 -19%
State Street
12
State Street
Massachusetts
$408M -$8.37M -126,644 -2%
FAM
13
Fred Alger Management
New York
$391M -$49.1M -743,164 -12%
AM
14
Appaloosa Management
Florida
$376M
BTS
15
BB&T Securities
Virginia
$304M -$1.63M -24,694 -5%
WRF
16
Waddell & Reed Financial
Kansas
$304M +$44.5M +673,823 +19%
O
17
OrbiMed
New York
$297M -$19.8M -300,000 -7%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$295M +$14.6M +220,898 +6%
MC
19
Maverick Capital
Texas
$293M -$121M -1,832,989 -31%
BA
20
BlackRock Advisors
Delaware
$283M -$47.2M -714,058 -15%
MCM
21
Marsico Capital Management
Colorado
$269M +$252M +3,809,455 New
BG
22
BlackRock Group
United Kingdom
$252M -$4.26M -64,437 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$239M -$6.13M -92,789 -3%
UBS AM
24
UBS AM
Illinois
$230M -$17.3M -261,471 -7%
BFA
25
BlackRock Fund Advisors
California
$227M +$10.4M +157,139 +5%

HCA Hedge Fund Activity: Q3 2014 in Review

506 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q3 2014, worth a combined $23.8B — up 24% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new HCA positions and 44 closed out — a net gain of 63 holders — while 169 added to existing stakes and 189 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $256M. The largest seller was Wellington Management Group, cutting an estimated $299M.

  • 506 institutional investors held HCA Healthcare (HCA) as of Q3 2014, up from 448 in Q2 2014.
  • Funds reported $23.8B of HCA Healthcare stock for Q3 2014, up 24% quarter-over-quarter.
  • 107 funds opened new HCA Healthcare positions in Q3 2014 and 44 closed out, a net change of +63 holders.
  • The largest HCA Healthcare buyer in Q3 2014 was Fidelity Investments, an estimated $256M added.
  • The largest HCA Healthcare seller in Q3 2014 was Wellington Management Group, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2014.