We are live on ! Find out more
UHS icon

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
DADC
376
D.A. Davidson & Co
Montana
$194K +$113K +1,002 +175%
PI
377
PineBridge Investments
New York
$190K -$123K -1,090 -42%
QI
378
QS Investors
New York
$151K
LTFS
379
Ladenburg Thalmann Financial Services
Florida
$151K +$27.7K +246 +25%
MAM
380
Meeder Asset Management
Ohio
$140K -$16.3K -145 -11%
CCM
381
Cupps Capital Management
Illinois
$135K -$390K -3,469 -76%
Creative Planning
382
Creative Planning
Kansas
$131K +$14.7K +131 +14%
CCA
383
Checchi Capital Advisers
California
$127K +$114K +1,018 New
OMCS
384
Old Mutual Customised Solutions
South Africa
$125K
IA
385
IFP Advisors
Florida
$122K -$62.1K -552 -38%
Fuller & Thaler Asset Management
386
Fuller & Thaler Asset Management
California
$112K -$22.5K -200 -18%
FNBT
387
FineMark National Bank & Trust
Florida
$109K -$18.2K -162 -16%
TAF
388
Tredje AP-fonden
Sweden
$105K +$86.6K +770 New
Geode Capital Management
389
Geode Capital Management
Massachusetts
$94.9K +$1.72M +15,270 +2%
GXMC
390
Global X Management Company
New York
$88K +$70.5K +627 +814%
AIM
391
Acrospire Investment Management
Illinois
$87K +$78.7K +700 New
Toronto Dominion Bank
392
Toronto Dominion Bank
Ontario, Canada
$85K -$237K -2,110 -75%
PAM
393
PartnerRe Asset Management
Connecticut
$77K
NIPH
394
NN Investment Partners Holdings
Netherlands
$75K +$67.2K +598 New
FHA
395
First Horizon Advisors
Tennessee
$74K +$7.87K +70 +14%
PAIA
396
Park Avenue Institutional Advisers
New York
$72K -$2.7K -24 -4%
MAM
397
Mizuho Asset Management
Japan
$71K -$46.8K -416 -41%
AWM
398
AllSquare Wealth Management
New York
$65K
HCP
399
Holt Capital Partners
Texas
$56K +$50.6K +450 New
NCMG
400
NCM Capital Management Group
North Carolina
$50K

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.