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HCA Healthcare

1,000 hedge funds and large institutions have $41.6B invested in HCA Healthcare in 2023 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 360 increasing their positions, 369 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 369

4% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 110

1.09% less ownership

Funds ownership: 63.06%61.97% (-1.1%)

1% less funds holding

Funds holding: 1,0131,000 (-13)

11% less call options, than puts

Call options by funds: $509M | Put options by funds: $572M

21% less capital invested

Capital invested by funds: $52.6B → $41.6B (-$11B)

28% less funds holding in top 10

Funds holding in top 10: 3626 (-10)

Holders
1,000
Holders Change
-13
Holders Change %
-1.28%
% of All Funds
15.87%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.41%
New
106
Increased
360
Reduced
369
Closed
110
Calls
$509M
Puts
$572M
Net Calls
-$63.1M
Net Calls Change
-$80.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.21B -$96.5M -352,641 -2%
BlackRock
2
BlackRock
New York
$3.74B +$87.7M +320,596 +2%
Sanders Capital
3
Sanders Capital
Florida
$2.69B +$2.08M +7,598 +0.1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.46B -$258M -944,507 -9%
State Street
5
State Street
Massachusetts
$2.11B -$109M -399,528 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.18B +$97M +354,376 +8%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$1.11B -$13.5M -49,437 -1%
Bank of America
8
Bank of America
North Carolina
$1.08B -$194M -710,368 -14%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$931M -$1.76M -6,422 -0.2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$807M -$101M -370,360 -10%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$799M +$69.9M +255,488 +9%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$769M -$717M -2,619,322 -46%
Norges Bank
13
Norges Bank
Norway
$592M -$26.7M -97,473 -4%
LP
14
Longview Partners
Guernsey
$568M -$63.6M -232,528 -9%
Northern Trust
15
Northern Trust
Illinois
$529M +$18.4M +67,332 +3%
Morgan Stanley
16
Morgan Stanley
New York
$529M +$8.23M +30,072 +1%
Invesco
17
Invesco
Georgia
$528M +$27.9M +102,025 +5%
Harris Associates
18
Harris Associates
Illinois
$488M -$282M -1,028,978 -34%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$439M +$185M +677,870 +61%
Diamond Hill Capital Management
20
Diamond Hill Capital Management
Ohio
$392M +$15.7M +57,390 +4%
N
21
Nuveen
North Carolina
$390M -$1.54M -5,631 -0.4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$381M -$17.5M -64,031 -4%
Franklin Resources
23
Franklin Resources
California
$365M -$55.1M -201,431 -12%
Fidelity International
24
Fidelity International
Bermuda
$360M +$15.9M +58,279 +4%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$353M -$84.3M -307,901 -18%

HCA Hedge Fund Activity: Q3 2023 in Review

1,000 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q3 2023, worth a combined $41.6B — down 21% from $52.6B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of HCA and 106 opened new positions — a net loss of 4 holders — while 369 trimmed existing stakes and 360 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $229M. The largest seller was T. Rowe Price Associates, cutting an estimated $717M.

  • 1,000 institutional investors held HCA Healthcare (HCA) as of Q3 2023, down from 1,013 in Q2 2023.
  • Funds reported $41.6B of HCA Healthcare stock for Q3 2023, down 21% quarter-over-quarter.
  • 106 funds opened new HCA Healthcare positions in Q3 2023 and 110 closed out, a net change of -4 holders.
  • The largest HCA Healthcare buyer in Q3 2023 was Capital World Investors, an estimated $229M added.
  • The largest HCA Healthcare seller in Q3 2023 was T. Rowe Price Associates, an estimated $717M sold.

Based on aggregated 13F filings for Q3 2023.