Position in HCA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$115,786,207
+$41,788,901 QoQ
Shares Held
244,667
+54.4% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95.14319462780023.ToString("F0")%
Shared 0.ToString("F0")%
None 4.856805372199766.ToString("F0")%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Derivatives in HCA
reported options exposure · as of Mar 31, 2026CallValue
$141,972
CallShares
300
PutValue
$189,296
PutShares
400
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, 2026BANK OF MONTREAL /CAN/ holds $158,319,449 across 15 Medical Care Facilities names. HCA ranks #1 (73.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
244,667 | $115,786,207 | |
| 2 | UHS |
Universal Health Services Inc
|
85,418 | $15,287,258 | |
| 3 | ENSG |
Ensign Group, Inc
|
34,539 | $6,959,607 | |
| 4 | DVA |
Davita Inc.
|
38,351 | $5,894,162 | |
| 5 | THC |
Tenet Healthcare Corp
|
18,794 | $3,546,614 | |
| 6 | EHC |
Encompass Health Corp
|
34,888 | $3,374,714 | |
| 7 | BKD |
Brookdale Senior Living Inc.
|
238,261 | $3,259,409 | |
| 8 | FMS |
Fresenius Medical Care AG
|
45,218 | $1,020,116 |
All Filings in HCA
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $141,972 | 300 | Call | Defined | 2026-05-13 | |
| 2026-03-31 | $115,786,207 | 244,667 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $189,296 | 400 | Put | Defined | 2026-05-13 | |
| 2025-12-31 | $73,997,306 | 158,500 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $70,406,958 | 165,197 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $64,232,075 | 167,664 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $76,251,478 | 220,667 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $71,144,851 | 237,031 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $116,496,653 | 286,634 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $96,479,096 | 300,296 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $73,690,782 | 220,942 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $86,527,190 | 319,666 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $62,526,392 | 254,193 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $70,634,056 | 232,747 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $55,613,274 | 210,912 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $58,205,894 | 242,565 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $238,927 | 1,300 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $64,878,051 | 353,001 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $569,749 | 3,100 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $54,438,496 | 323,923 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $56,989,480 | 227,394 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $95,126,169 | 370,256 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $163,458,567 | 673,445 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $130,414,069 | 630,812 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $103,745,014 | 550,839 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $90,339,848 | 549,312 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $56,403,109 | 452,383 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $48,929,009 | 504,111 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $50,912,241 | 566,636 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||