Position in HCA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$91,245,402
-$2,964,609 QoQ
Shares Held
192,810
-4.5% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96.67807686323323.ToString("F0")%
Shared 0.ToString("F0")%
None 3.3219231367667654.ToString("F0")%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Derivatives in HCA
reported options exposure · as of Jun 30, 2025CallValue
$1,225,920
CallShares
3,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $285,507,901 across 43 Medical Care Facilities names. HCA ranks #1 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
192,810 | $91,245,402 | |
| 2 | THC |
Tenet Healthcare Corp
|
249,633 | $47,108,242 | |
| 3 | UHS |
Universal Health Services Inc
|
133,531 | $23,898,041 | |
| 4 | CHE |
Chemed Corp
|
53,909 | $20,363,584 | |
| 5 | EHC |
Encompass Health Corp
|
173,413 | $16,774,237 | |
| 6 | ENSG |
Ensign Group, Inc
|
72,853 | $14,679,878 | |
| 7 | BKD |
Brookdale Senior Living Inc.
|
928,111 | $12,696,557 | |
| 8 | USPH |
U S Physical Therapy Inc /Nv
|
126,168 | $9,457,551 |
All Filings in HCA
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $91,245,402 | 192,810 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $94,210,011 | 201,795 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $88,636,812 | 207,970 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,225,920 | 3,200 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $103,229,741 | 269,459 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $621,990 | 1,800 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $9,191,630 | 26,600 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $77,635,061 | 224,671 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $69,967,364 | 233,108 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $104,332,611 | 256,705 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $6,168,576 | 19,200 | Call | Defined | 2024-08-13 | |
| 2024-06-30 | $79,363,869 | 247,024 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $80,770,957 | 242,170 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,651,148 | 6,100 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $73,328,294 | 270,904 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $78,136,282 | 317,653 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $111,873,955 | 368,637 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $98,058,107 | 371,883 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,999,500 | 12,500 | Call | Defined | 2023-02-13 | |
| 2022-12-31 | $94,205,414 | 392,588 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,914,727 | 21,300 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $74,216,421 | 403,811 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $71,443,479 | 425,107 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $129,416,156 | 516,384 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $125,593,285 | 488,842 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $140,933,666 | 580,643 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $117,753,312 | 569,572 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $110,588,536 | 587,175 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $108,306,774 | 658,560 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $76,692,036 | 615,111 | Shares | Defined | 2020-11-05 | |
| 2020-09-30 | $2,506,068 | 20,100 | Call | Defined | 2020-11-05 | |
| 2020-06-30 | $64,606,821 | 665,638 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $74,059,308 | 824,255 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||