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Universal Health Services
UHS

340 hedge funds and large institutions have $7.12B invested in Universal Health Services in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 139 increasing their positions, 113 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 113

2% more capital invested

Capital invested by funds: $6.95B → $7.12B (+$170M)

0.97% more ownership

Funds ownership: 94.25% → 95.22% (+0.97%)

5% less funds holding

Funds holding: 358 → 340 (-18)

11% less call options, than puts

Call options by funds: $5.51M | Put options by funds: $6.2M

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

29% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 45

Holders
340
Holders Change
-18
Holders Change %
-5.03%
% of All Funds
9.82%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
32
Increased
139
Reduced
113
Closed
45
Calls
$5.51M
Puts
$6.2M
Net Calls
-$682K
Net Calls Change
-$3.52M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$37.2M
2
BIM
BlackRock Investment Management
Delaware
+$34.4M
3
Fidelity International
Fidelity International
Bermuda
+$24.9M
4
GAM
Gotham Asset Management
New York
+$22.5M
5
Boston Partners
Boston Partners
Massachusetts
+$21.5M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$39.8M
2
Jennison Associates
Jennison Associates
New York
-$29.4M
3
O
OppenheimerFunds
New York
-$24.3M
4
CCM
Cadian Capital Management
New York
-$22.3M
5
BA
BlackRock Advisors
Delaware
-$22.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ProShare Advisors
226
ProShare Advisors
Maryland
$978K -$4.42M -54,902 -82%
GMIM
227
General Motors Investment Management
New York
$975K -$129K -1,606 -12%
Mackenzie Financial
228
Mackenzie Financial
Ontario, Canada
$968K +$40.2K +500 +4%
GC
229
Globeflex Capital
California
$934K – – –
Jacobs Levy Equity Management
230
Jacobs Levy Equity Management
New Jersey
$927K – – –
ARC
231
Absolute Return Capital
Massachusetts
$919K -$3.21M -39,906 -78%
B
232
Barings
North Carolina
$903K – – –
Asset Management One
233
Asset Management One
Japan
$828K -$329K -4,088 -28%
RC
234
RBF Capital
California
$821K – – –
SCM
235
Shelton Capital Management
Colorado
$814K – – –
Nomura Asset Management
236
Nomura Asset Management
Japan
$808K -$8.85K -110 -1%
OI
237
Oakbrook Investments
Illinois
$792K -$28.2K -350 -4%
NCA
238
NCM Capital Advisers
North Carolina
$771K -$753K -9,350 -50%
SMDAM
239
Sumitomo Mitsui DS Asset Management
Japan
$757K -$13.5K -168 -2%
PAM
240
Panagora Asset Management
Massachusetts
$753K – – –
SFSIG
241
San Francisco Sentry Investment Group
California
$739K – – –
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$693K -$47.4K -589 -7%
DekaBank Deutsche Girozentrale
243
DekaBank Deutsche Girozentrale
Germany
$687K +$14K +174 +2%
American Century Companies
244
American Century Companies
Missouri
$684K – – –
CC
245
Cipher Capital
New York
$668K +$435K +5,401 +197%
EAM
246
EULAV Asset Management
Florida
$657K -$1.05M -13,000 -62%
WSCM
247
Wellington Shields Capital Management
New York
$657K +$644K +8,000 New
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$653K -$839K -10,428 -57%
KeyBank National Association
249
KeyBank National Association
Ohio
$652K +$18.5K +230 +3%
AB
250
Amalgamated Bank
New York
$651K -$5.15K -64 -0.8%
8 9
10
11 12

UHS Hedge Fund Activity: Q1 2014 in Review

340 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q1 2014, worth a combined $7.12B — up 2.4% from $6.95B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of UHS and 32 opened new positions — a net loss of 13 holders — while 113 trimmed existing stakes and 139 added.

The largest buyer was Wellington Management Group, adding an estimated $37.2M. The largest seller was AllianceBernstein, cutting an estimated $39.8M.

  • 340 institutional investors held Universal Health Services (UHS) as of Q1 2014, down from 358 in Q4 2013.
  • Funds reported $7.12B of Universal Health Services stock for Q1 2014, up 2.4% quarter-over-quarter.
  • 32 funds opened new Universal Health Services positions in Q1 2014 and 45 closed out, a net change of -13 holders.
  • The largest Universal Health Services buyer in Q1 2014 was Wellington Management Group, an estimated $37.2M added.
  • The largest Universal Health Services seller in Q1 2014 was AllianceBernstein, an estimated $39.8M sold.

Based on aggregated 13F filings for Q1 2014.