What smart money is saying about Hapvida
1 fund in our archive has pitched Hapvida — most recently Squadra Investimentos Long-Biased and Long-Only Funds in June 2026.
Hapvida Participações e Investimentos S.A., together with its subsidiaries, operates in the healthcare sector in Brazil. It sells health insurance plans through its own clinical, outpatient, and hospital networks, as well as dental plans through an accredited network. Hapvida Participações e Investimentos S.A. was founded in 1979 and is headquartered in Fortaleza, Brazil.
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Position history
Between Q4 2025 and Q2 2026, 2 fund letters reported a position in Hapvida, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 1 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 1 move
- TrimmedSquadra Investimentos Long-Biased and Long-Only FundsJune 2026
“As commented in the opening section, the funds' performance in the recent period fell short of what we aim for. Worsening the situation, the mistake in Hapvida was large and costly to the funds' capital, which left a mark on our performance track record. Due to the notable decline in the stock, the position has become quite reduced in the current long portfolio.”
Hapvida - December 2025
“Brazilian healthcare service provider Hapvida endured the most notable drag on fund returns.”
Hapvida
Fund coverage · 1 thesis
- Squadra Investimentos Long-Biased and Long-Only FundsJune 2026
Hapvida is a leveraged healthcare operator whose competitive advantages are clearest in its Northeast/North core, where a divestment and simplification agenda could multiply the stock several times despite past management and integration failures.
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