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Universal Health Services

449 hedge funds and large institutions have $10.3B invested in Universal Health Services in 2016 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 173 increasing their positions, 170 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

2.51% more ownership

Funds ownership: 92.31%94.82% (+2.5%)

2% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 170

6% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 51

1% less funds holding

Funds holding: 455449 (-6)

12% less capital invested

Capital invested by funds: $11.6B → $10.3B (-$1.36B)

17% less call options, than puts

Call options by funds: $17.2M | Put options by funds: $20.6M

Holders
449
Holders Change
-6
Holders Change %
-1.32%
% of All Funds
11.96%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.29%
New
48
Increased
173
Reduced
170
Closed
51
Calls
$17.2M
Puts
$20.6M
Net Calls
-$3.47M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
276
EULAV Asset Management
Florida
$998K
Citadel Advisors
277
Citadel Advisors
Florida
$997K -$5.08M -45,216 -85%
NIT
278
NumerixS Investment Technologies
British Columbia, Canada
$935K -$630K -5,600 -43%
FI
279
FormulaFolio Investments
Michigan
$930K +$104K +923 +14%
Truist Financial
280
Truist Financial
North Carolina
$911K +$329K +2,925 +67%
RJFSA
281
Raymond James Financial Services Advisors
Florida
$893K +$805K +7,162 New
Brown Advisory
282
Brown Advisory
Maryland
$885K +$798K +7,096 New
SMDAM
283
Sumitomo Mitsui DS Asset Management
Japan
$873K +$10.9K +97 +1%
CBOA
284
Commonwealth Bank of Australia
Australia
$872K +$82.5K +734 +12%
NCA
285
NCM Capital Advisers
North Carolina
$850K
COPPSERS
286
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$836K +$84.2K +749 +13%
DL
287
Delta Lloyd
Netherlands
$814K
CMANY
288
Capital Management Associates (New York)
New York
$811K
SIM
289
Sentry Investment Management
Wisconsin
$780K -$67.5K -600 -9%
WTC
290
WhitTier Trust Company
Nevada
$773K
Victory Capital Management
291
Victory Capital Management
Texas
$760K +$5.62K +50 +0.8%
ECM
292
Element Capital Management
New York
$759K +$684K +6,082 New
USGIU
293
U.S. Global Investors (USGI)
Texas
$754K +$679K +6,042 New
LSERS
294
Louisiana State Employees Retirement System
Louisiana
$748K -$45K -400 -6%
DIA
295
Denver Investment Advisors
Colorado
$725K -$139K -1,233 -18%
RC
296
RegentAtlantic Capital
New Jersey
$714K +$1.13K +10 +0.2%
1SB
297
1ST Source Bank
Indiana
$699K +$675 +6 +0.1%
LMGAM
298
Liberty Mutual Group Asset Management
Massachusetts
$692K +$19.1K +170 +3%
SFSIG
299
San Francisco Sentry Investment Group
California
$685K -$169K -1,500 -21%
AP
300
AHL Partners
United Kingdom
$677K -$3.49M -30,992 -85%

UHS Hedge Fund Activity: Q1 2016 in Review

449 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q1 2016, worth a combined $10.3B — down 12% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of UHS and 48 opened new positions — a net loss of 3 holders — while 170 trimmed existing stakes and 173 added.

The largest buyer was Royal London Asset Management, adding an estimated $305M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $145M sold.

  • 449 institutional investors held Universal Health Services (UHS) as of Q1 2016, down from 455 in Q4 2015.
  • Funds reported $10.3B of Universal Health Services stock for Q1 2016, down 12% quarter-over-quarter.
  • 48 funds opened new Universal Health Services positions in Q1 2016 and 51 closed out, a net change of -3 holders.
  • The largest Universal Health Services buyer in Q1 2016 was Royal London Asset Management, an estimated $305M added.
  • The largest Universal Health Services seller in Q1 2016 was Glenview Capital Management, an estimated $145M sold.

Based on aggregated 13F filings for Q1 2016.