Pzena Investment Management HCA trades
Richard Pzena
Richard Pzena HCA Healthcare, Inc stake
total: 584
Trades details
- Total transactions:
- 6
- New positions:
- 1
- Added:
- 2
- Reduced:
- 3
- Held since:
- 2025 Q1
- Held for:
- 6 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Richard Pzena holds 96,598 HCA Healthcare, Inc (HCA) shares with a market value of roughly $37.66M accounting for 0.11% of the overall portfolio. To date, the estimated cost basis is nearly $347.17 for "buy" trades and estimated average "sell" price is $412.26. Pzena Investment Management first purchased HCA in 2025 Q1, initially acquiring 114,151 shares. Since the initial investment in HCA Healthcare, Inc (HCA), Pzena Investment Management has made 5 more transactions.
When did Richard Pzena buy HCA Healthcare, Inc (HCA)?
Richard Pzena first invested in HCA Healthcare, Inc (HCA) in 2025 Q1 at the reported quarter-end price of $345.55 per share.
What's the cost basis of Pzena Investment Management's HCA stake?
The estimated cost basis for HCA Healthcare, Inc (HCA) stake is around $347.17 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $347.17
- Weighted AVG sell price:
- $412.26
Richard Pzena's historical trades in HCA Healthcare, Inc
6 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.11%
|
96,598
|
$389.89
|
$37,662,594
|
+2.48% (+2,337)
|
+0%
|
|
2026 Q1
|
0.14%
|
94,261
|
$473.24
|
$44,608,076
|
-6.51% (-6,569)
|
-0.01%
|
|
2025 Q4
|
0.14%
|
100,830
|
$466.86
|
$47,073,494
|
-0.23% (-230)
|
-0%
|
|
2025 Q3
|
0.14%
|
101,060
|
$426.20
|
$43,071,772
|
+1.08% (+1,078)
|
+0%
|
|
2025 Q2
|
0.12%
|
99,982
|
$383.10
|
$38,303,104
|
-12.41% (-14,169)
|
-0.02%
|
|
2025 Q1
|
0.14%
|
114,151
|
$345.55
|
$39,444,878
|
new
|
+0.14%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.