LongHCAJul 2026
HCA Healthcare, Inc.
Alluvium added to HCA Healthcare after the shares fell despite management reaffirming 2026 guidance. The fund believes investors overreacted to weaker respiratory volumes caused…
HCA
Which hedge funds are long HCA?
3 published ideas on HCA Healthcare, Inc. across 3 funds — 3 long and 0 short.
HCA Healthcare hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on HCA Healthcare: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongHCAJun 2026
HCA Healthcare
Miller/Howard initiated a position in HCA Healthcare after recent share-price weakness created what it considers an attractive entry point. The firm expects HCA to benefit from…
LongHCAJun 2026
HCA Healthcare Inc.
HCA operates a difficult-to-replicate network of large urban hospitals and remains a favored holding despite softer patient-volume trends. First Eagle highlighted sales and…