Health systems’ investment income rebounds

Large health systems’ investments rebounded substantially in the third quarter, according to a Becker’s analysis of financial documents. This boost in investment income provides an essential buffer for hospitals and health systems grappling with operational losses, as they continue to face rising costs, workforce challenges and reimbursement pressures. 

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For many systems, these gains represent a significant turnaround from the losses reported in the same period last year, providing a hint of financial stability amid a challenging healthcare environment. 

Here are 10 health systems’ investment returns for the three months ending Sept. 30, 2024, compared to the same three-month period in 2023. 

Editor’s note: This is not a comprehensive list. 

Kaiser Permanente (Oakland, Calif.): $3.3 billion gain, up from a $1.1 billion gain in the third quarter of 2023

Ascension (St. Louis): $730.3 million gain, up from a $434 million loss for the three months ending Sept. 30, 2024

CommonSpirit (Chicago): $617 million gain, up from a $289 million loss for the the three months ending Sept. 30, 2023

Mayo Clinic (Rochester, Minn): $590 million, up from a $132 million loss in the third quarter of 2023

Trinity Health (Livonia, Mich.): $580.8 million gain, up from a $140.7 million loss for the three months ending Sept. 30, 2023

Mass General Brigham (Somerville, Mass): $467 million gain, up from a $168.9 million loss for the three months ending Sept. 30, 2023

Cleveland Clinic: $339.9 million gain, up from a $120.4 million loss for the third quarter of 2023

Bon Secours Mercy Health (Cincinnati): $338.7 million gain, up from a $106.8 million loss in the third quarter of 2023

UPMC (Pittsburgh): $311.1 million gain, up from a $54.7 million loss for the third quarter of 2023

Mercy (St. Louis): $156.4 million gain, up from a $3.2 million loss for the three months ended Sept. 30, 2023

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