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Universal Health Services

462 hedge funds and large institutions have $12.2B invested in Universal Health Services in 2015 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 166 increasing their positions, 180 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 918 (+9)

61% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 38

22% more capital invested

Capital invested by funds: $9.93B → $12.2B (+$2.23B)

14% more call options, than puts

Call options by funds: $72.1M | Put options by funds: $63.2M

4% more funds holding

Funds holding: 446462 (+16)

1.05% more ownership

Funds ownership: 92.43%93.48% (+1%)

8% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 180

Holders
462
Holders Change
+16
Holders Change %
+3.59%
% of All Funds
12.45%
Holding in Top 10
18
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+100%
% of All Funds
0.49%
New
61
Increased
166
Reduced
180
Closed
38
Calls
$72.1M
Puts
$63.2M
Net Calls
+$8.91M
Net Calls Change
+$2.23M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$109M +$41.3M +329,982 +76%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$106M +$2.05M +16,338 +2%
First Trust Advisors
28
First Trust Advisors
Illinois
$104M +$13.4M +106,723 +17%
WA
29
Westport Advisers
Connecticut
$103M -$3.76M -30,000 -4%
Goldman Sachs
30
Goldman Sachs
New York
$95.2M +$23.7M +189,626 +40%
American Century Companies
31
American Century Companies
Missouri
$94.2M +$82.4M +658,288 +13,261%
TA
32
Teachers Advisors
New York
$86M +$1.2M +9,563 +2%
CI
33
Cambiar Investors
Colorado
$78.2M -$19.2M -153,350 -22%
NMVA
34
New Mountain Vantage Advisers
New York
$78.2M -$2.91M -23,272 -4%
Bank of America
35
Bank of America
North Carolina
$77.9M +$4.09M +32,631 +6%
FCM
36
Frontier Capital Management
Massachusetts
$77.1M +$626K +4,995 +0.9%
FPP
37
Findlay Park Partners
United Kingdom
$76.2M +$10.2M +81,400 +18%
PHS
38
PFM Health Sciences
California
$72.1M +$63.6M +507,441 New
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$72M +$12.3M +98,280 +24%
CCM
40
Conatus Capital Management
Connecticut
$66.7M +$58.8M +469,189 New
SCM
41
Sirios Capital Management
Massachusetts
$61M +$3.54M +28,250 +7%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$60.4M +$15.9M +127,100 +42%
VBA
43
Van Berkom & Associates
Quebec, Canada
$59.8M -$11.1M -88,965 -17%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$59M +$2.94M +23,507 +6%
BAMCO Inc
45
BAMCO Inc
New York
$58.2M -$447K -3,569 -0.9%
Wells Fargo
46
Wells Fargo
California
$58M +$3.44M +27,496 +7%
Legal & General Group
47
Legal & General Group
United Kingdom
$54.5M +$336K +2,679 +0.7%
MAA
48
Managed Account Advisors
New Jersey
$53.9M -$11.6M -92,262 -20%
APG Asset Management
49
APG Asset Management
Netherlands
$53M +$32.6M +260,684 +232%
Alyeska Investment Group
50
Alyeska Investment Group
Illinois
$52.9M +$44.9M +358,152 +2,567%

UHS Hedge Fund Activity: Q2 2015 in Review

462 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q2 2015, worth a combined $12.2B — up 22% from $9.93B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new UHS positions and 38 closed out — a net gain of 23 holders — while 166 added to existing stakes and 180 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $153M. The largest seller was T. Rowe Price Associates, cutting an estimated $210M.

  • 462 institutional investors held Universal Health Services (UHS) as of Q2 2015, up from 446 in Q1 2015.
  • Funds reported $12.2B of Universal Health Services stock for Q2 2015, up 22% quarter-over-quarter.
  • 61 funds opened new Universal Health Services positions in Q2 2015 and 38 closed out, a net change of +23 holders.
  • The largest Universal Health Services buyer in Q2 2015 was Viking Global Investors, an estimated $153M added.
  • The largest Universal Health Services seller in Q2 2015 was T. Rowe Price Associates, an estimated $210M sold.

Based on aggregated 13F filings for Q2 2015.