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HCA Healthcare

640 hedge funds and large institutions have $26.1B invested in HCA Healthcare in 2015 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 284 increasing their positions, 233 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 233

0.95% less ownership

Funds ownership: 76.23%75.28% (-0.95%)

2% less funds holding

Funds holding: 656640 (-16)

9% less capital invested

Capital invested by funds: $28.6B → $26.1B (-$2.52B)

16% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 82

28% less call options, than puts

Call options by funds: $311M | Put options by funds: $435M

40% less funds holding in top 10

Funds holding in top 10: 5734 (-23)

Holders
640
Holders Change
-16
Holders Change %
-2.44%
% of All Funds
17.87%
Holding in Top 10
34
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-40.35%
% of All Funds
0.95%
New
69
Increased
284
Reduced
233
Closed
82
Calls
$311M
Puts
$435M
Net Calls
-$124M
Net Calls Change
-$177M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$1.96B +$292K +3,303 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.43B +$135M +1,524,514 +9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.32B -$21.1M -238,719 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.29B +$75.7M +855,313 +5%
KKRC
5
Kohlberg Kravis Roberts & Co
New York
$1.15B
State Street
6
State Street
Massachusetts
$980M +$49.7M +561,799 +5%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$952M +$34.4M +388,814 +3%
BIT
8
BlackRock Institutional Trust
California
$682M +$81.6M +921,438 +12%
LP
9
Longview Partners
Guernsey
$623M -$73.7M -831,916 -9%
WRF
10
Waddell & Reed Financial
Kansas
$511M +$43.9M +495,408 +8%
O
11
OrbiMed
New York
$452M +$72.7M +820,500 +16%
GCM
12
Glenview Capital Management
New York
$427M +$29.6M +334,700 +6%
Invesco
13
Invesco
Georgia
$418M -$15.9M -179,981 -3%
PC
14
Paulson & Co
New York
$365M
BFA
15
BlackRock Fund Advisors
California
$322M +$26.4M +298,374 +8%
UBS AM
16
UBS AM
Illinois
$297M -$9.3M -104,990 -3%
Northern Trust
17
Northern Trust
Illinois
$295M +$7.7M +86,924 +2%
JP Morgan Chase
18
JP Morgan Chase
New York
$276M -$26.6M -300,846 -8%
AM
19
Appaloosa Management
Florida
$275M -$55.9M -630,988 -15%
BG
20
BlackRock Group
United Kingdom
$266M +$4.94M +55,778 +2%
JHIU
21
Janus Henderson Investors US
Colorado
$261M +$2.59M +29,256 +0.9%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$255M +$4M +45,146 +1%
MCM
23
Marsico Capital Management
Colorado
$255M -$54.4M -614,583 -16%
FAM
24
Fred Alger Management
New York
$235M +$29M +327,321 +12%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$235M +$181M +2,047,141 +207%

HCA Hedge Fund Activity: Q3 2015 in Review

640 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q3 2015, worth a combined $26.1B — down 8.8% from $28.6B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of HCA and 69 opened new positions — a net loss of 13 holders — while 233 trimmed existing stakes and 284 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $181M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $454M sold.

  • 640 institutional investors held HCA Healthcare (HCA) as of Q3 2015, down from 656 in Q2 2015.
  • Funds reported $26.1B of HCA Healthcare stock for Q3 2015, down 8.8% quarter-over-quarter.
  • 69 funds opened new HCA Healthcare positions in Q3 2015 and 82 closed out, a net change of -13 holders.
  • The largest HCA Healthcare buyer in Q3 2015 was D.E. Shaw & Co, an estimated $181M added.
  • The largest HCA Healthcare seller in Q3 2015 was Lone Pine Capital, an estimated $454M sold.

Based on aggregated 13F filings for Q3 2015.