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HCA Healthcare

822 hedge funds and large institutions have $46B invested in HCA Healthcare in 2021 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 292 increasing their positions, 291 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 65

6% more capital invested

Capital invested by funds: $43.4B → $46B (+$2.52B)

5% more funds holding

Funds holding: 786822 (+36)

0% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 291

1.24% less ownership

Funds ownership: 68.52%67.28% (-1.2%)

9% less funds holding in top 10

Funds holding in top 10: 3229 (-3)

31% less call options, than puts

Call options by funds: $240M | Put options by funds: $347M

Holders
822
Holders Change
+36
Holders Change %
+4.58%
% of All Funds
14.31%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.5%
New
107
Increased
292
Reduced
291
Closed
65
Calls
$240M
Puts
$347M
Net Calls
-$107M
Net Calls Change
-$257M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.54B -$310M -1,521,734 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.34B -$6.17M -30,265 -0.1%
BlackRock
3
BlackRock
New York
$3.48B -$57.5M -281,882 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.37B -$190M -931,461 -5%
State Street
5
State Street
Massachusetts
$2.26B +$34.4M +168,671 +2%
Harris Associates
6
Harris Associates
Illinois
$1.82B -$32.1M -157,622 -2%
Sanders Capital
7
Sanders Capital
Florida
$1.67B +$54.3M +266,566 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.23B +$210M +1,028,059 +21%
Invesco
9
Invesco
Georgia
$1.16B -$49.3M -242,049 -4%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.07B +$86M +422,082 +9%
LP
11
Longview Partners
Guernsey
$965M -$90.6M -444,557 -9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$833M +$13.9M +68,147 +2%
Northern Trust
13
Northern Trust
Illinois
$627M -$11.1M -54,703 -2%
Norges Bank
14
Norges Bank
Norway
$562M -$31.3M -153,432 -5%
Goldman Sachs
15
Goldman Sachs
New York
$552M +$2.43M +11,903 +0.4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$536M -$76.4M -374,952 -13%
LSV Asset Management
17
LSV Asset Management
Illinois
$504M -$38.5M -188,785 -7%
N
18
Nuveen
North Carolina
$474M +$39.9M +195,781 +9%
First Eagle Investment Management
19
First Eagle Investment Management
New York
$469M +$3.09M +15,168 +0.7%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$466M +$95.5M +468,669 +26%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$446M -$14.4M -70,896 -3%
Legal & General Group
22
Legal & General Group
United Kingdom
$370M +$19.3M +94,555 +6%
LAM
23
Lyrical Asset Management
New York
$368M -$67.9M -333,158 -16%
Fidelity International
24
Fidelity International
Bermuda
$294M -$32.2M -157,804 -10%
Charles Schwab
25
Charles Schwab
California
$286M +$1.02M +5,006 +0.4%

HCA Hedge Fund Activity: Q2 2021 in Review

822 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q2 2021, worth a combined $46B — up 5.8% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new HCA positions and 65 closed out — a net gain of 42 holders — while 292 added to existing stakes and 291 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $210M. The largest seller was T. Rowe Price Associates, cutting an estimated $310M.

  • 822 institutional investors held HCA Healthcare (HCA) as of Q2 2021, up from 786 in Q1 2021.
  • Funds reported $46B of HCA Healthcare stock for Q2 2021, up 5.8% quarter-over-quarter.
  • 107 funds opened new HCA Healthcare positions in Q2 2021 and 65 closed out, a net change of +42 holders.
  • The largest HCA Healthcare buyer in Q2 2021 was Fidelity Investments, an estimated $210M added.
  • The largest HCA Healthcare seller in Q2 2021 was T. Rowe Price Associates, an estimated $310M sold.

Based on aggregated 13F filings for Q2 2021.