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HCA Healthcare

707 hedge funds and large institutions have $21.1B invested in HCA Healthcare in 2020 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 252 increasing their positions, 261 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 2432 (+8)

9% more call options, than puts

Call options by funds: $190M | Put options by funds: $174M

1% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 115

0.85% less ownership

Funds ownership: 70.39%69.54% (-0.85%)

3% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 261

1% less funds holding

Funds holding: 716707 (-9)

40% less capital invested

Capital invested by funds: $35.2B → $21.1B (-$14.1B)

Holders
707
Holders Change
-9
Holders Change %
-1.26%
% of All Funds
15.58%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.71%
New
116
Increased
252
Reduced
261
Closed
115
Calls
$190M
Puts
$174M
Net Calls
+$15.4M
Net Calls Change
+$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.04B +$337M +2,605,622 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.92B +$54.1M +417,842 +2%
BlackRock
3
BlackRock
New York
$1.9B +$22.7M +175,160 +0.8%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.72B +$336M +2,593,238 +16%
State Street
5
State Street
Massachusetts
$1.04B -$16.9M -130,324 -1%
MAM
6
Magellan Asset Management
Australia
$913M -$2.32M -17,884 -0.2%
LP
7
Longview Partners
Guernsey
$853M +$5.48M +42,298 +0.4%
Harris Associates
8
Harris Associates
Illinois
$535M +$35.5M +274,061 +5%
LSV Asset Management
9
LSV Asset Management
Illinois
$355M -$25.3M -195,161 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$329M +$6.83M +52,783 +1%
Northern Trust
11
Northern Trust
Illinois
$273M -$4.02M -31,056 -1%
N
12
Nuveen
North Carolina
$271M +$18.7M +144,760 +5%
Norges Bank
13
Norges Bank
Norway
$266M +$1.22M +9,388 +0.3%
GCM
14
Glenview Capital Management
New York
$253M -$408M -3,152,172 -53%
LAM
15
Lyrical Asset Management
New York
$237M -$56.1M -433,490 -14%
First Eagle Investment Management
16
First Eagle Investment Management
New York
$212M -$167K -1,286 -0.1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$179M -$3.83M -29,586 -1%
Legal & General Group
18
Legal & General Group
United Kingdom
$162M +$5.55M +42,874 +2%
Goldman Sachs
19
Goldman Sachs
New York
$161M -$195M -1,502,594 -46%
Principal Financial Group
20
Principal Financial Group
Iowa
$146M +$17.2M +132,811 +9%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$136M +$53M +409,176 +37%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$136M -$555M -4,286,160 -74%
C
23
Consulta
United Kingdom
$135M +$136M +1,050,000 +233%
Charles Schwab
24
Charles Schwab
California
$134M +$482K +3,723 +0.3%
Fidelity International
25
Fidelity International
Bermuda
$132M +$20.3M +156,629 +12%

HCA Hedge Fund Activity: Q1 2020 in Review

707 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q1 2020, worth a combined $21.1B — down 40% from $35.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new HCA positions and 115 closed out — a net gain of 1 holder — while 252 added to existing stakes and 261 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $337M. The largest seller was Fidelity Investments, cutting an estimated $555M.

  • 707 institutional investors held HCA Healthcare (HCA) as of Q1 2020, down from 716 in Q4 2019.
  • Funds reported $21.1B of HCA Healthcare stock for Q1 2020, down 40% quarter-over-quarter.
  • 116 funds opened new HCA Healthcare positions in Q1 2020 and 115 closed out, a net change of +1 holder.
  • The largest HCA Healthcare buyer in Q1 2020 was T. Rowe Price Associates, an estimated $337M added.
  • The largest HCA Healthcare seller in Q1 2020 was Fidelity Investments, an estimated $555M sold.

Based on aggregated 13F filings for Q1 2020.