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HCA Healthcare

586 hedge funds and large institutions have $20.5B invested in HCA Healthcare in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 188 increasing their positions, 280 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.74% more ownership

Funds ownership: 71.45%72.19% (+0.74%)

5% less capital invested

Capital invested by funds: $21.5B → $20.5B (-$999M)

4% less funds holding

Funds holding: 613586 (-27)

21% less funds holding in top 10

Funds holding in top 10: 2822 (-6)

30% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 80

33% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 280

37% less call options, than puts

Call options by funds: $362M | Put options by funds: $578M

Holders
586
Holders Change
-27
Holders Change %
-4.4%
% of All Funds
15.64%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.59%
New
56
Increased
188
Reduced
280
Closed
80
Calls
$362M
Puts
$578M
Net Calls
-$217M
Net Calls Change
-$324M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.19B +$430M +5,619,636 +24%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.48B -$2.71M -35,387 -0.2%
GCM
3
Glenview Capital Management
New York
$1.21B +$107M +1,401,998 +10%
State Street
4
State Street
Massachusetts
$945M +$9.78M +127,676 +1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$835M -$88.4M -1,155,143 -9%
LP
6
Longview Partners
Guernsey
$691M +$10.1M +132,360 +1%
BIT
7
BlackRock Institutional Trust
California
$627M -$77.4K -1,011 -0%
MAM
8
Magellan Asset Management
Australia
$565M +$85.5M +1,116,835 +18%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$467M -$206M -2,690,323 -30%
KKRC
10
Kohlberg Kravis Roberts & Co
New York
$444M
Harris Associates
11
Harris Associates
Illinois
$385M +$338M +4,410,239 +652%
BFA
12
BlackRock Fund Advisors
California
$304M -$426K -5,563 -0.1%
WRF
13
Waddell & Reed Financial
Kansas
$302M -$108M -1,407,594 -26%
JP Morgan Chase
14
JP Morgan Chase
New York
$274M -$62.9M -821,620 -18%
LSV Asset Management
15
LSV Asset Management
Illinois
$270M +$2.84M +37,110 +1%
Northern Trust
16
Northern Trust
Illinois
$264M -$13.7K -179 -0%
Norges Bank
17
Norges Bank
Norway
$229M -$4.07M -53,091 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$214M +$682K +8,913 +0.3%
Invesco
19
Invesco
Georgia
$194M -$21.7M -283,073 -10%
BWA
20
Brave Warrior Advisors
New York
$189M +$191M +2,498,550 New
Geode Capital Management
21
Geode Capital Management
Massachusetts
$178M +$3.08M +40,168 +2%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$177M +$9.54M +124,597 +6%
SC
23
Sculptor Capital
New York
$176M +$22.8M +297,836 +15%
BG
24
BlackRock Group
United Kingdom
$171M -$2.43M -31,787 -1%
LCM
25
Lakewood Capital Management
New York
$163M

HCA Hedge Fund Activity: Q3 2016 in Review

586 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q3 2016, worth a combined $20.5B — down 4.6% from $21.5B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of HCA and 56 opened new positions — a net loss of 24 holders — while 280 trimmed existing stakes and 188 added.

The largest buyer was Wellington Management Group, adding an estimated $430M. The largest seller was OrbiMed, cutting an estimated $213M.

  • 586 institutional investors held HCA Healthcare (HCA) as of Q3 2016, down from 613 in Q2 2016.
  • Funds reported $20.5B of HCA Healthcare stock for Q3 2016, down 4.6% quarter-over-quarter.
  • 56 funds opened new HCA Healthcare positions in Q3 2016 and 80 closed out, a net change of -24 holders.
  • The largest HCA Healthcare buyer in Q3 2016 was Wellington Management Group, an estimated $430M added.
  • The largest HCA Healthcare seller in Q3 2016 was OrbiMed, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2016.