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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
QCG
426
Quadrant Capital Group
Ohio
$12K +$4.95K +44 +56%
HIM
427
Hillsdale Investment Management
Ontario, Canada
$10K -$2.25K -20 -20%
LNB
428
Ledyard National Bank
$9K
CF
429
CenterStar Fund
Illinois
$8K
HR
430
Howe & Rusling
New York
$7K -$5.29K -47 -44%
LWM
431
LBA Wealth Management
Florida
$7K
BL
432
Balentine LLC
Georgia
$6K
VNA
433
Valley National Advisers
Pennsylvania
$6K
S
434
SignatureFD
Georgia
$6K +$2.02K +18 +64%
TFO
435
Tarbox Family Office
California
$6K +$5.29K +47 New
CGT
436
Capital Guardian Trust
California
$6K +$5.51K +49 New
IIC
437
Integrated Investment Consultants
Michigan
$5K +$4.27K +38 New
RFS
438
Rockefeller Financial Services
New York
$5K +$4.72K +42 New
VCM
439
Versant Capital Management
Arizona
$4K -$1.24K -11 -24%
OSAM
440
O'Shaughnessy Asset Management
Connecticut
$4K
FANJ
441
Financial Architects (New Jersey)
New Jersey
$4K +$3.26K +29 New
HW
442
Hancock Whitney
Mississippi
$3.67K -$33.7K -300 -1%
ZB
443
Zions Bancorporation
Utah
$3K
CFA
444
Carroll Financial Associates
North Carolina
$3K +$3.04K +27 New
PCP
445
Proficio Capital Partners
Massachusetts
$2K -$1.24K -11 -46%
GWM
446
Gupta Wealth Management
California
$2K
TSU
447
TD Securities (USA)
New York
$2K
N
448
Nuveen
North Carolina
$1.72K -$22.7K -202 -1%
MA
449
MUFG Americas
New York
$1K -$351K -3,123 -100%
RWA
450
Ropes Wealth Advisors
Massachusetts
$1K +$562 +5 +83%

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.