Genus Capital Management Inc. HCA — HCA HEALTHCARE INC

Ownership history in Genus Capital Management Inc.  ·  4 quarters on record

AI Ownership Summary

Genus Capital Management Inc. reported HCA HEALTHCARE INC (HCA) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.97% in 2025 Q4. The latest visible filing shows HCA at 0.97% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HCA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Genus Capital Management Inc.'s position in HCA HEALTHCARE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HCA was reported at 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HCA stock page Genus Capital Management Inc. fund profile Genus Capital Management Inc. full holdings
How Genus Capital Management Inc. held HCA — position size vs. price
% of Fund (quarterly)    HCA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 17,896 +6,741 +60.4% 0.97% $8.4M 2026-02-14 (Est.) $539.49
2025 Q3 REDUCED 12.0% +11.4% ❌ 11,155 -1,525 -12.0% 0.55% $4.8M 2025-11-14 $471.25
2025 Q2 REDUCED 21.2% +10.1% ❌ 12,680 -3,420 -21.2% 0.62% $4.9M 2025-08-06 $364.41
2025 Q1 INITIATED — — — 16,100 — — 0.81% $5.6M 2025-04-30 $342.78

🏢 Other funds also holding HCA

As of 2026 Q1 — sorted by position size

SHAYNE & JACOBS, LLC 3Y 7Y 13.38% LEE DANNER & BASS INC 3Y 7Y 11.52% Spurstone Advisory Services, LLC 9.59% Metropolis Capital Ltd 3Y 7Y 4.93% Kessler Investment Group, LLC 3Y 7Y 3.88% Maj Invest Holding A/S 3Y 7Y 3.59% LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3Y 7Y 3.53% EQUITABLE TRUST CO 3Y 7Y 3.51% Tranquility Partners, LLC 3Y 2.83% Sandro Wealth Management LLC 2.51%

FAQ About Genus Capital Management Inc. and HCA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Genus Capital Management Inc. reported owning HCA?

Genus Capital Management Inc. reported HCA across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported HCA position in Genus Capital Management Inc.'s portfolio?

The largest reported portfolio weight for HCA was 0.97% in 2025 Q4.

What is the latest reported HCA position on this page?

The most recent filing on this page is 2025 Q4, when Genus Capital Management Inc. reported 17,896 shares, equal to 0.97% of portfolio, with an estimated market value of $8.4M.

What does the chart on this HCA ownership page compare?

The chart compares Genus Capital Management Inc.'s quarterly HCA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Genus Capital Management Inc. time their HCA position?

Based on 13F filing dates vs. subsequent HCA price moves, Genus Capital Management Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on HCA relative to SPY over the holding period was +35.0%.

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