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Universal Health Services

419 hedge funds and large institutions have $10.3B invested in Universal Health Services in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 180 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% less ownership

Funds ownership: 93.56%93.49% (-0.07%)

1% less call options, than puts

Call options by funds: $12.8M | Put options by funds: $12.9M

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1B)

10% less funds holding

Funds holding: 465419 (-46)

27% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 180

51% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 80

55% less funds holding in top 10

Funds holding in top 10: 115 (-6)

Holders
419
Holders Change
-46
Holders Change %
-9.89%
% of All Funds
11.18%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.13%
New
39
Increased
131
Reduced
180
Closed
80
Calls
$12.8M
Puts
$12.9M
Net Calls
-$147K
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
326
Federated Hermes
Pennsylvania
$265K -$1.9M -14,993 -87%
AIP
327
Ameritas Investment Partners
Nebraska
$265K +$58.8K +464 +27%
LIA
328
LS Investment Advisors
Michigan
$262K -$67.6K -534 -20%
NIPH
329
NN Investment Partners Holdings
Netherlands
$261K +$192K +1,519 +254%
PI
330
Putnam Investments
Massachusetts
$255K -$5.19K -41 -2%
V
331
Veritable
Delaware
$254K -$49.5K -391 -16%
JMPWA
332
JP Morgan Private Wealth Advisors
California
$254K -$30.5K -241 -10%
CC
333
ClearArc Capital
Ohio
$254K +$2.91K +23 +1%
PFBT
334
Parkside Financial Bank & Trust
Missouri
$248K
GIP
335
Granite Investment Partners
California
$246K
HTHT
336
Hemenway Trust Hemenway Trust
New Hampshire
$246K
PNC
337
Park National Corp
Ohio
$246K
CCM
338
CrestPoint Capital Management
Missouri
$246K +$63.3K +500 +33%
BCM
339
BlueCrest Capital Management
Jersey
$242K -$180K -1,425 -42%
UCFA
340
United Capital Financial Advisors
Texas
$239K -$50.3K -397 -17%
Commonwealth Equity Services
341
Commonwealth Equity Services
Massachusetts
$239K -$22.5K -178 -8%
IGIM
342
I.G. Investment Management
Manitoba, Canada
$238K
CCM
343
Cadence Capital Management
Massachusetts
$238K +$53.7K +424 +28%
VIA
344
Virtus Investment Advisers
Connecticut
$235K +$242K +1,908 New
W
345
Wealthfront
California
$229K -$21K -166 -8%
Calamos Advisors
346
Calamos Advisors
Illinois
$227K
RFS
347
Rockefeller Financial Services
New York
$227K
MC
348
Miles Capital
Iowa
$227K +$39.6K +313 +20%
OTPPB
349
Ontario Teachers' Pension Plan Board
Ontario, Canada
$226K -$207K -1,631 -47%
Bank of Nova Scotia
350
Bank of Nova Scotia
Ontario, Canada
$223K +$1.27K +10 +0.6%

UHS Hedge Fund Activity: Q3 2016 in Review

419 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q3 2016, worth a combined $10.3B — down 8.9% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of UHS and 39 opened new positions — a net loss of 41 holders — while 180 trimmed existing stakes and 131 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $244M. The largest seller was Wellington Management Group, cutting an estimated $115M.

  • 419 institutional investors held Universal Health Services (UHS) as of Q3 2016, down from 465 in Q2 2016.
  • Funds reported $10.3B of Universal Health Services stock for Q3 2016, down 8.9% quarter-over-quarter.
  • 39 funds opened new Universal Health Services positions in Q3 2016 and 80 closed out, a net change of -41 holders.
  • The largest Universal Health Services buyer in Q3 2016 was Viking Global Investors, an estimated $244M added.
  • The largest Universal Health Services seller in Q3 2016 was Wellington Management Group, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2016.