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Universal Health Services

425 hedge funds and large institutions have $8.89B invested in Universal Health Services in 2014 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 145 increasing their positions, 152 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 32

15% more funds holding

Funds holding: 369425 (+56)

7% more capital invested

Capital invested by funds: $8.31B → $8.89B (+$580M)

5% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 152

2.14% less ownership

Funds ownership: 94.8%92.66% (-2.1%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

33% less call options, than puts

Call options by funds: $13.3M | Put options by funds: $19.7M

Holders
425
Holders Change
+56
Holders Change %
+15.18%
% of All Funds
12.33%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
93
Increased
145
Reduced
152
Closed
32
Calls
$13.3M
Puts
$19.7M
Net Calls
-$6.48M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
LBG
376
Lloyds Banking Group
United Kingdom
$152K +$155K +1,463 New
CTC
377
Central Trust Company
Missouri
$134K +$137K +1,286 New
MA
378
MUFG Americas
New York
$128K +$154K +1,451 +2,166%
PA
379
Perceptive Advisors
New York
$115K -$121K -1,135 -51%
FNYS
380
First New York Securities
New York
$109K +$111K +1,047 New
OMCS
381
Old Mutual Customised Solutions
South Africa
$105K
JWM
382
Jacobus Wealth Management
Wisconsin
$105K +$106K +1,000 New
HHMI
383
Howard Hughes Medical Institute
Maryland
$101K -$4.89K -46 -5%
WA
384
WFG Advisors
Texas
$91K +$28.3K +266 +44%
Creative Planning
385
Creative Planning
Kansas
$89K +$1.59K +15 +2%
PCM
386
Prelude Capital Management
New York
$80K +$81.3K +765 New
ST
387
SpiderRock Trading
Illinois
$77K
GIS
388
Guardian Investor Services
New York
$68K +$68.7K +647 New
FHA
389
First Horizon Advisors
Tennessee
$66K -$6.69K -63 -9%
FNBT
390
FineMark National Bank & Trust
Florida
$58K
GLI
391
Guardian Life Insurance
New York
$54K +$55K +518 New
BBHC
392
Brown Brothers Harriman & Co
New York
$49K
NYLT
393
New York Life Trust
New York
$48K +$49.2K +463 New
Parallax Volatility Advisers
394
Parallax Volatility Advisers
California
$46K -$265K -2,496 -85%
SAMC
395
Shinko Asset Management Company
Japan
$43K
PG
396
PEAK6 Group
Illinois
$42K -$280K -2,636 -87%
NCMG
397
NCM Capital Management Group
North Carolina
$42K
MAM
398
Mizuho Asset Management
Japan
$41K
PSI
399
Pinnacle Summer Investments
Virginia
$37K -$34.2K -322 -48%
PTC
400
Private Trust Company
Ohio
$35K +$6.16K +58 +21%

UHS Hedge Fund Activity: Q3 2014 in Review

425 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q3 2014, worth a combined $8.89B — up 7% from $8.31B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new UHS positions and 32 closed out — a net gain of 61 holders — while 145 added to existing stakes and 152 trimmed.

The largest buyer was Vanguard Group, adding an estimated $142M. The largest seller was BlackRock Fund Advisors, cutting an estimated $134M.

  • 425 institutional investors held Universal Health Services (UHS) as of Q3 2014, up from 369 in Q2 2014.
  • Funds reported $8.89B of Universal Health Services stock for Q3 2014, up 7% quarter-over-quarter.
  • 93 funds opened new Universal Health Services positions in Q3 2014 and 32 closed out, a net change of +61 holders.
  • The largest Universal Health Services buyer in Q3 2014 was Vanguard Group, an estimated $142M added.
  • The largest Universal Health Services seller in Q3 2014 was BlackRock Fund Advisors, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2014.