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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
LNB
401
Ledyard National Bank
$9K
HR
402
Howe & Rusling
New York
$9K +$1.14K +9 +15%
Fifth Third Bancorp
403
Fifth Third Bancorp
Ohio
$8K -$2.28K -18 -22%
VOYA Investment Management
404
VOYA Investment Management
Georgia
$6.68K -$19.5M -153,731 -74%
BL
405
Balentine LLC
Georgia
$6K
VNA
406
Valley National Advisers
Pennsylvania
$6K
S
407
SignatureFD
Georgia
$6K +$253 +2 +4%
JFA
408
JNBA Financial Advisors
Minnesota
$6K +$6.08K +48 New
TFO
409
Tarbox Family Office
California
$5K
VCM
410
Versant Capital Management
Arizona
$5K +$1.65K +13 +37%
GWS
411
Glassman Wealth Services
Virginia
$5K +$4.81K +38 New
ZB
412
Zions Bancorporation
Utah
$3K
CBT
413
Central Bank & Trust
Kentucky
$3K +$2.79K +22 New
TWA
414
TCI Wealth Advisors
Arizona
$2K +$1.65K +13 New
FIB
415
First Interstate Bank
Montana
$2K +$1.77K +14 New
LCS
416
Levin Capital Strategies
New York
$1.29K -$446K -3,524 -25%
LWM
417
LBA Wealth Management
Florida
$1K -$7.47K -59 -88%
HCM
418
Herndon Capital Management
Georgia
$1K
MA
419
MUFG Americas
New York
$1K
WTB
420
Washington Trust Bank
Washington
$1K +$1.01K +8 New
Millennium Management
421
Millennium Management
New York
-$63.1M -470,458 Closed
PHS
422
PFM Health Sciences
California
-$33.5M -249,510 Closed
HM
423
HealthCor Management
New York
-$32.7M -243,490 Closed
PC
424
Polar Capital
United Kingdom
-$18.8M -140,000 Closed
QCMC
425
Quantum Capital Management (California)
California
-$17.2M -127,930 Closed

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.