Position in HCA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$131,479,322
+$14,042,557 QoQ
Shares Held
277,828
+10.4% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $167,384,415 across 15 Medical Care Facilities names. HCA ranks #1 (78.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
277,828 | $131,479,322 | |
| 2 | THC |
Tenet Healthcare Corp
|
55,005 | $10,379,993 | |
| 3 | MD |
Pediatrix Medical Group, Inc.
|
286,303 | $6,124,021 | |
| 4 | FMS |
Fresenius Medical Care AG
|
205,876 | $4,644,562 | |
| 5 | HCSG |
Healthcare Services Group Inc
|
216,812 | $4,021,862 | |
| 6 | UHS |
Universal Health Services Inc
|
15,409 | $2,757,748 | |
| 7 | DVA |
Davita Inc.
|
14,434 | $2,218,361 | |
| 8 | INNV |
InnovAge Holding Corp.
|
272,540 | $2,185,770 |
All Filings in HCA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $131,479,322 | 277,828 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $117,436,765 | 251,546 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $89,274,834 | 209,467 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $56,540,579 | 147,587 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $22,908,927 | 66,297 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,800,496 | 42,647 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $19,903,689 | 48,972 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,802,510 | 42,961 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,156,167 | 36,447 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $17,262,075 | 63,773 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $16,654,320 | 67,706 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $24,656,536 | 81,246 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $26,138,598 | 99,130 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $28,796,878 | 120,007 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $21,762,389 | 118,409 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,446,136 | 127,610 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $33,256,772 | 132,698 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $13,821,267 | 53,796 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $13,719,019 | 56,522 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $12,711,408 | 61,485 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $10,353,238 | 54,971 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,386,556 | 44,914 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,574,010 | 36,686 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $320,006 | 3,297 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $30,549 | 340 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||