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HCA Healthcare

573 hedge funds and large institutions have $20.3B invested in HCA Healthcare in 2016 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 194 increasing their positions, 249 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $383M | Put options by funds: $254M

1% more ownership

Funds ownership: 72.19%73.2% (+1%)

1% less capital invested

Capital invested by funds: $20.5B → $20.3B (-$214M)

1% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 85

2% less funds holding

Funds holding: 586573 (-13)

22% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 249

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

Holders
573
Holders Change
-13
Holders Change %
-2.22%
% of All Funds
14.32%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.42%
New
84
Increased
194
Reduced
249
Closed
85
Calls
$383M
Puts
$254M
Net Calls
+$129M
Net Calls Change
+$346M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.16B +$18.3M +244,470 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.42B -$29M -387,412 -2%
GCM
3
Glenview Capital Management
New York
$1.35B +$164M +2,192,451 +14%
State Street
4
State Street
Massachusetts
$957M +$32.6M +435,600 +3%
Harris Associates
5
Harris Associates
Illinois
$896M +$526M +7,022,228 +138%
MAM
6
Magellan Asset Management
Australia
$735M +$184M +2,456,045 +33%
LP
7
Longview Partners
Guernsey
$679M +$2.85M +38,030 +0.4%
BIT
8
BlackRock Institutional Trust
California
$621M +$6.65M +88,831 +1%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$613M -$206M -2,745,850 -25%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$496M +$39.8M +530,870 +9%
KKRC
11
Kohlberg Kravis Roberts & Co
New York
$388M -$46.2M -616,564 -11%
BFA
12
BlackRock Fund Advisors
California
$314M +$17M +227,191 +6%
BWA
13
Brave Warrior Advisors
New York
$268M +$83.8M +1,119,201 +45%
WRF
14
Waddell & Reed Financial
Kansas
$264M -$32M -427,334 -11%
LSV Asset Management
15
LSV Asset Management
Illinois
$257M -$7.47M -99,687 -3%
Northern Trust
16
Northern Trust
Illinois
$254M -$4.35M -58,121 -2%
BG
17
BlackRock Group
United Kingdom
$250M +$84.1M +1,123,225 +50%
Norges Bank
18
Norges Bank
Norway
$234M
BA
19
BlackRock Advisors
Delaware
$198M +$175M +2,331,635 +689%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$191M -$18.7M -249,827 -9%
Invesco
21
Invesco
Georgia
$184M -$6.07M -81,026 -3%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$182M +$7.85M +104,821 +4%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$179M +$5.6M +74,771 +3%
JP Morgan Chase
24
JP Morgan Chase
New York
$166M -$103M -1,380,958 -38%
SCM
25
Sterling Capital Management
North Carolina
$149M +$14.6M +195,196 +11%

HCA Hedge Fund Activity: Q4 2016 in Review

573 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q4 2016, worth a combined $20.3B — down 1% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of HCA and 84 opened new positions — a net loss of 1 holder — while 249 trimmed existing stakes and 194 added.

The largest buyer was Harris Associates, adding an estimated $526M. The largest seller was T. Rowe Price Associates, cutting an estimated $206M.

  • 573 institutional investors held HCA Healthcare (HCA) as of Q4 2016, down from 586 in Q3 2016.
  • Funds reported $20.3B of HCA Healthcare stock for Q4 2016, down 1% quarter-over-quarter.
  • 84 funds opened new HCA Healthcare positions in Q4 2016 and 85 closed out, a net change of -1 holder.
  • The largest HCA Healthcare buyer in Q4 2016 was Harris Associates, an estimated $526M added.
  • The largest HCA Healthcare seller in Q4 2016 was T. Rowe Price Associates, an estimated $206M sold.

Based on aggregated 13F filings for Q4 2016.