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Universal Health Services
UHS

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: 358 → 340 (-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: 10 → 8 (-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

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$37.2M
2
BIM
BlackRock Investment Management
Delaware
+$34.4M
3
Fidelity International
Fidelity International
Bermuda
+$24.9M
4
GAM
Gotham Asset Management
New York
+$22.5M
5
Boston Partners
Boston Partners
Massachusetts
+$21.5M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$39.8M
2
Jennison Associates
Jennison Associates
New York
-$29.4M
3
O
OppenheimerFunds
New York
-$24.3M
4
CCM
Cadian Capital Management
New York
-$22.3M
5
BA
BlackRock Advisors
Delaware
-$22.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Axa
26
Axa
France
$53.4M -$6.52M -81,014 -11%
Cohen & Steers
27
Cohen & Steers
New York
$49.8M -$2.3M -28,600 -4%
ACM
28
Apex Capital Management
Ohio
$48.7M +$1.57M +19,557 +3%
VBA
29
Van Berkom & Associates
Quebec, Canada
$48.7M -$6.29M -78,151 -12%
Two Sigma Investments
30
Two Sigma Investments
New York
$45.3M +$17.4M +216,299 +64%
Ameriprise
31
Ameriprise
Minnesota
$42.2M -$14.1M -175,568 -25%
TA
32
Teachers Advisors
New York
$37.8M +$11M +137,165 +42%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$36.9M +$3.1M +38,541 +9%
First Trust Advisors
34
First Trust Advisors
Illinois
$36.6M +$8.3M +103,063 +30%
Wells Fargo
35
Wells Fargo
California
$36.4M +$1.14M +14,212 +3%
Lord, Abbett & Co
36
Lord, Abbett & Co
New Jersey
$35.3M +$1.92M +23,862 +6%
GAM
37
Gotham Asset Management
New York
$35M +$22.5M +279,135 +189%
Legal & General Group
38
Legal & General Group
United Kingdom
$33.6M -$598K -7,434 -2%
JP Morgan Chase
39
JP Morgan Chase
New York
$33.3M -$250K -3,102 -0.8%
PCMF
40
Private Capital Management (Florida)
Florida
$33.3M +$329K +4,085 +1%
BAMCO Inc
41
BAMCO Inc
New York
$33.3M – – –
Bank of America
42
Bank of America
North Carolina
$33M +$16.5M +204,901 +104%
Boston Partners
43
Boston Partners
Massachusetts
$32.9M +$21.5M +266,564 +199%
WCM
44
Winton Capital Management
United Kingdom
$32.2M +$10.2M +126,933 +48%
FAM
45
Fred Alger Management
New York
$30.8M -$3.69M -45,901 -11%
DCM
46
Decade Capital Management
New York
$30.4M +$4.83M +60,000 +19%
Loomis, Sayles & Company
47
Loomis, Sayles & Company
Massachusetts
$29.3M -$939K -11,670 -3%
MAA
48
Managed Account Advisors
New Jersey
$29M +$4.96M +61,615 +21%
EAM
49
Eagle Asset Management
Florida
$28.8M -$307K -3,810 -1%
WAM
50
Westport Asset Management
Connecticut
$28M – – –
1
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3 4 5

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.