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HCA Healthcare

885 hedge funds and large institutions have $51.2B invested in HCA Healthcare in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 275 increasing their positions, 348 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 52

24% more funds holding in top 10

Funds holding in top 10: 2936 (+7)

11% more capital invested

Capital invested by funds: $46B → $51.2B (+$5.21B)

8% more funds holding

Funds holding: 822885 (+63)

1.38% less ownership

Funds ownership: 67.28%65.9% (-1.4%)

21% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 348

33% less call options, than puts

Call options by funds: $281M | Put options by funds: $420M

Holders
885
Holders Change
+63
Holders Change %
+7.66%
% of All Funds
15.49%
Holding in Top 10
36
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+24.14%
% of All Funds
0.63%
New
125
Increased
275
Reduced
348
Closed
52
Calls
$281M
Puts
$420M
Net Calls
-$139M
Net Calls Change
-$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.19B -$139M -566,566 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.85B -$244M -997,934 -5%
BlackRock
3
BlackRock
New York
$3.9B -$183M -747,443 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.52B -$435M -1,779,526 -11%
State Street
5
State Street
Massachusetts
$2.54B -$113M -460,609 -4%
Sanders Capital
6
Sanders Capital
Florida
$1.96B +$4.97M +20,334 +0.3%
Harris Associates
7
Harris Associates
Illinois
$1.93B -$203M -829,350 -9%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.69B +$247M +1,010,030 +17%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.04B -$220M -900,189 -17%
Invesco
10
Invesco
Georgia
$1.03B -$335M -1,368,588 -24%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$915M -$63.2M -258,682 -6%
LP
12
Longview Partners
Guernsey
$821M -$314M -1,285,301 -28%
Northern Trust
13
Northern Trust
Illinois
$705M -$31.6M -129,086 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$597M -$32.2M -131,523 -5%
Norges Bank
15
Norges Bank
Norway
$589M -$72M -294,370 -11%
First Eagle Investment Management
16
First Eagle Investment Management
New York
$579M +$28.6M +116,903 +5%
Goldman Sachs
17
Goldman Sachs
New York
$575M -$74.1M -302,976 -11%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$556M +$9.77M +39,947 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$535M +$11.6M +47,522 +2%
N
20
Nuveen
North Carolina
$445M -$112M -459,244 -20%
Legal & General Group
21
Legal & General Group
United Kingdom
$429M -$5.08M -20,762 -1%
Franklin Resources
22
Franklin Resources
California
$426M +$177M +723,733 +70%
LSV Asset Management
23
LSV Asset Management
Illinois
$364M -$229M -936,780 -38%
Fidelity International
24
Fidelity International
Bermuda
$350M +$5.34M +21,856 +2%
UBS AM
25
UBS AM
Illinois
$337M +$2.28M +9,319 +0.7%

HCA Hedge Fund Activity: Q3 2021 in Review

885 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q3 2021, worth a combined $51.2B — up 11% from $46B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new HCA positions and 52 closed out — a net gain of 73 holders — while 275 added to existing stakes and 348 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $247M. The largest seller was Wellington Management Group, cutting an estimated $435M.

  • 885 institutional investors held HCA Healthcare (HCA) as of Q3 2021, up from 822 in Q2 2021.
  • Funds reported $51.2B of HCA Healthcare stock for Q3 2021, up 11% quarter-over-quarter.
  • 125 funds opened new HCA Healthcare positions in Q3 2021 and 52 closed out, a net change of +73 holders.
  • The largest HCA Healthcare buyer in Q3 2021 was Fidelity Investments, an estimated $247M added.
  • The largest HCA Healthcare seller in Q3 2021 was Wellington Management Group, an estimated $435M sold.

Based on aggregated 13F filings for Q3 2021.