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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
PI
351
Putnam Investments
Massachusetts
-$3.75M -46,217 Closed
DCM
352
Dynamic Capital Management
Jersey
-$2.15M -26,516 Closed
Franklin Resources
353
Franklin Resources
California
-$1.98M -24,371 Closed
NCM
354
Novare Capital Management
North Carolina
-$1.71M -21,031 Closed
HMS
355
Hanseatic Management Services
New Mexico
-$1.4M -17,180 Closed
LI
356
LMCG Investments
Massachusetts
-$1.33M -16,352 Closed
CPC
357
Cookson Peirce & Co
Pennsylvania
-$1.18M -14,520 Closed
VKH
358
Virtu KCG Holdings
New York
-$1.11M -13,715 Closed
HT
359
HAP Trading
New York
-$872K -10,733 Closed
HCA
360
Harbour Capital Advisors
Virginia
-$860K -10,585 Closed
JIP
361
Jaffetilchin Investment Partners
Florida
-$734K -9,028 Closed
WT
362
Whittier Trust
California
-$710K -8,735 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
363
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$641K -7,889 Closed
LOM
364
Loeb Offshore Management
New York
-$511K -6,285 Closed
SH
365
Scepter Holdings
Texas
-$488K -6,000 Closed
CIBC World Market
366
CIBC World Market
Ontario, Canada
-$467K -5,749 Closed
IC
367
IKOS CIF
Cyprus
-$423K -5,342 Closed
TBA
368
Tower Bridge Advisors
Pennsylvania
-$404K -4,975 Closed
MSU
369
Maple Securities USA
New Jersey
-$333K -4,098 Closed
IRS
370
Invictus RG (Singapore)
Singapore
-$317K -3,900 Closed
Nomura Holdings
371
Nomura Holdings
Japan
-$261K -3,222 Closed
TAM
372
Telluride Asset Management
Minnesota
-$256K -3,146 Closed
QT
373
Quantbot Technologies
New York
-$253K -3,125 Closed
HIM
374
Hillsdale Investment Management
Ontario, Canada
-$244K -3,000 Closed
TC
375
TradeLink Capital
Illinois
-$233K -2,871 Closed

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.