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Universal Health Services

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: 358340 (-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: 108 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
276
Stevens Capital Management
Pennsylvania
$366K -$3.34M -41,535 -90%
AG
277
Aperio Group
California
$353K +$346K +4,299 New
TAM
278
Tocqueville Asset Management
New York
$345K -$79.8K -991 -19%
QC
279
QCM Cayman
Texas
$344K +$338K +4,195 New
RJT
280
Raymond James Trust
Florida
$338K +$1.85K +23 +0.6%
JIC
281
Johnson Investment Counsel
Ohio
$328K
CAI
282
Capital Advisors Inc
Oklahoma
$311K
HCC
283
Hirtle Callaghan & Co
Pennsylvania
$295K
SEC
284
Seven Eight Capital
New York
$295K +$201K +2,500 +227%
GVT
285
Genesee Valley Trust
New York
$292K +$52.9K +657 +23%
BF
286
BOK Financial
Oklahoma
$256K +$252K +3,128 New
MYLI
287
Meiji Yasuda Life Insurance
Japan
$254K +$250K +3,100 New
GH
288
GAM Holding
Switzerland
$247K -$1.51M -18,706 -86%
ISL
289
Ingalls & Snyder LLC
New York
$246K
LPL Financial
290
LPL Financial
California
$245K +$11.2K +139 +5%
DL
291
Delta Lloyd
Netherlands
$239K
DILH
292
Dai-ichi Life Holdings
Japan
$236K +$181K +2,249 +358%
NBC
293
Neuberger Berman Canada
Ontario, Canada
$230K -$225K -2,800 -50%
AAM
294
Advisors Asset Management
Colorado
$230K
MYAM
295
Meiji Yasuda Asset Management
Japan
$230K +$225K +2,800 New
Envestnet Asset Management
296
Envestnet Asset Management
Illinois
$229K -$2.01K -25 -0.9%
NG
297
NatWest Group
United Kingdom
$227K
CAM
298
Capstone Asset Management
Texas
$218K -$201K -2,500 -48%
CNB
299
City National Bank
California
$215K +$211K +2,616 New
RFC
300
Russell Frank Company
Washington
$213K +$40.4K +502 +24%

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.