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HCA Healthcare

598 hedge funds and large institutions have $24.6B invested in HCA Healthcare in 2015 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 239 increasing their positions, 183 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 65

31% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 183

10% more funds holding

Funds holding: 546598 (+52)

2.77% more ownership

Funds ownership: 74.42%77.19% (+2.8%)

3% more capital invested

Capital invested by funds: $23.9B → $24.6B (+$659M)

2% more call options, than puts

Call options by funds: $348M | Put options by funds: $343M

26% less funds holding in top 10

Funds holding in top 10: 3929 (-10)

Holders
598
Holders Change
+52
Holders Change %
+9.52%
% of All Funds
15.93%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.77%
New
122
Increased
239
Reduced
183
Closed
65
Calls
$348M
Puts
$343M
Net Calls
+$5.26M
Net Calls Change
+$799K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.47B -$148M -2,057,607 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.26B +$343M +4,776,247 +40%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.19B +$47.8M +666,157 +4%
KKRC
4
Kohlberg Kravis Roberts & Co
New York
$1.12B
LP
5
Longview Partners
Guernsey
$947M +$19.3M +269,346 +2%
State Street
6
State Street
Massachusetts
$932M +$478M +6,658,066 +116%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$821M +$19.7M +273,837 +3%
BIT
8
BlackRock Institutional Trust
California
$746M +$41.9M +583,229 +6%
BCI
9
Bain Capital Investors
Massachusetts
$573M
LPC
10
Lone Pine Capital
Connecticut
$439M
BFA
11
BlackRock Fund Advisors
California
$390M +$138M +1,922,368 +59%
GCM
12
Glenview Capital Management
New York
$390M -$71.8M -1,000,000 -16%
WRF
13
Waddell & Reed Financial
Kansas
$370M +$4.29M +59,722 +1%
AM
14
Appaloosa Management
Florida
$369M -$7.47M -104,000 -2%
PC
15
Paulson & Co
New York
$354M
O
16
OrbiMed
New York
$332M +$7.18M +100,000 +2%
Invesco
17
Invesco
Georgia
$310M -$97.6M -1,359,687 -25%
O
18
OppenheimerFunds
New York
$307M +$32.5M +452,802 +12%
BTS
19
BB&T Securities
Virginia
$304M -$1.57M -21,862 -5%
BG
20
BlackRock Group
United Kingdom
$303M +$13.9M +193,816 +5%
UBS AM
21
UBS AM
Illinois
$300M +$46.9M +653,197 +20%
FTCM
22
Fir Tree Capital Management
New York
$297M +$77.2M +1,074,467 +37%
MCM
23
Marsico Capital Management
Colorado
$296M -$70.7M -984,380 -20%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$283M +$97.4M +1,356,084 +56%
Northern Trust
25
Northern Trust
Illinois
$276M +$83.6M +1,163,837 +47%

HCA Hedge Fund Activity: Q1 2015 in Review

598 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q1 2015, worth a combined $24.6B — up 2.8% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new HCA positions and 65 closed out — a net gain of 57 holders — while 239 added to existing stakes and 183 trimmed.

The largest buyer was State Street, adding an estimated $478M. The largest seller was Columbus Circle Investors, cutting an estimated $261M.

  • 598 institutional investors held HCA Healthcare (HCA) as of Q1 2015, up from 546 in Q4 2014.
  • Funds reported $24.6B of HCA Healthcare stock for Q1 2015, up 2.8% quarter-over-quarter.
  • 122 funds opened new HCA Healthcare positions in Q1 2015 and 65 closed out, a net change of +57 holders.
  • The largest HCA Healthcare buyer in Q1 2015 was State Street, an estimated $478M added.
  • The largest HCA Healthcare seller in Q1 2015 was Columbus Circle Investors, an estimated $261M sold.

Based on aggregated 13F filings for Q1 2015.