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HCA Healthcare

613 hedge funds and large institutions have $21.5B invested in HCA Healthcare in 2016 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 256 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 50

44% more call options, than puts

Call options by funds: $349M | Put options by funds: $242M

4% more funds holding

Funds holding: 591613 (+22)

5% less capital invested

Capital invested by funds: $22.5B → $21.5B (-$1.03B)

3.76% less ownership

Funds ownership: 75.21%71.45% (-3.8%)

19% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 256

26% less funds holding in top 10

Funds holding in top 10: 3828 (-10)

Holders
613
Holders Change
+22
Holders Change %
+3.72%
% of All Funds
16.36%
Holding in Top 10
28
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-26.32%
% of All Funds
0.75%
New
78
Increased
207
Reduced
256
Closed
50
Calls
$349M
Puts
$242M
Net Calls
+$107M
Net Calls Change
-$68.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.79B +$73.3M +928,734 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.51B -$2.2M -27,883 -0.1%
GCM
3
Glenview Capital Management
New York
$1.12B -$6.99M -88,600 -0.6%
State Street
4
State Street
Massachusetts
$952M -$15.9M -201,758 -2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$939M -$93.1M -1,179,921 -9%
LP
6
Longview Partners
Guernsey
$694M -$10.7M -135,540 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$683M -$9.49M -120,220 -1%
BIT
8
BlackRock Institutional Trust
California
$639M -$45.3M -573,487 -6%
MAM
9
Magellan Asset Management
Australia
$489M +$501M +6,351,089 New
KKRC
10
Kohlberg Kravis Roberts & Co
New York
$452M -$712M -9,025,157 -61%
WRF
11
Waddell & Reed Financial
Kansas
$416M -$59.9M -758,631 -12%
JP Morgan Chase
12
JP Morgan Chase
New York
$342M +$11.4M +144,396 +3%
O
13
OrbiMed
New York
$316M -$129M -1,638,800 -29%
BFA
14
BlackRock Fund Advisors
California
$310M +$1.61M +20,343 +0.5%
LSV Asset Management
15
LSV Asset Management
Illinois
$272M +$22M +279,198 +9%
Northern Trust
16
Northern Trust
Illinois
$269M -$8.31M -105,248 -3%
Norges Bank
17
Norges Bank
Norway
$248M -$15.8M -200,325 -6%
Invesco
18
Invesco
Georgia
$219M -$9.4M -119,125 -4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$217M -$11.9M -151,138 -5%
TCIM
20
TIAA CREF Investment Management
New York
$185M +$9.51M +120,482 +5%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$178M -$9.64M -122,174 -5%
BG
22
BlackRock Group
United Kingdom
$177M -$14M -177,431 -7%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$171M +$79.8M +1,010,880 +83%
LCM
24
Lakewood Capital Management
New York
$166M
UBS AM
25
UBS AM
Illinois
$165M -$17.9M -226,882 -10%

HCA Hedge Fund Activity: Q2 2016 in Review

613 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q2 2016, worth a combined $21.5B — down 4.6% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new HCA positions and 50 closed out — a net gain of 28 holders — while 207 added to existing stakes and 256 trimmed.

The largest buyer was Magellan Asset Management, opening a new position worth an estimated $501M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $712M.

  • 613 institutional investors held HCA Healthcare (HCA) as of Q2 2016, up from 591 in Q1 2016.
  • Funds reported $21.5B of HCA Healthcare stock for Q2 2016, down 4.6% quarter-over-quarter.
  • 78 funds opened new HCA Healthcare positions in Q2 2016 and 50 closed out, a net change of +28 holders.
  • The largest HCA Healthcare buyer in Q2 2016 was Magellan Asset Management, an estimated $501M added.
  • The largest HCA Healthcare seller in Q2 2016 was Kohlberg Kravis Roberts & Co, an estimated $712M sold.

Based on aggregated 13F filings for Q2 2016.