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Universal Health Services

431 hedge funds and large institutions have $9.55B invested in Universal Health Services in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 148 increasing their positions, 157 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,000% more call options, than puts

Call options by funds: $266M | Put options by funds: $12.6M

11% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 55

1% more funds holding

Funds holding: 428431 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.27% less ownership

Funds ownership: 97.45%97.18% (-0.27%)

6% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 157

11% less capital invested

Capital invested by funds: $10.7B → $9.55B (-$1.15B)

Holders
431
Holders Change
+3
Holders Change %
+0.7%
% of All Funds
9.6%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
61
Increased
148
Reduced
157
Closed
55
Calls
$266M
Puts
$12.6M
Net Calls
+$253M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$75.4M +$49.6M +394,974 +157%
Invesco
27
Invesco
Georgia
$74.5M -$13.1M -104,043 -14%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$73.5M +$736K +5,852 +0.9%
Legal & General Group
29
Legal & General Group
United Kingdom
$65.3M +$6.28M +49,930 +10%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$64.6M +$14.8M +118,032 +27%
ClearBridge Investments
31
ClearBridge Investments
New York
$61M -$1.5M -11,940 -2%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$56.3M -$25.5M -202,543 -30%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$52M -$1.34M -10,696 -2%
Morgan Stanley
34
Morgan Stanley
New York
$51.8M -$29.9M -238,197 -35%
H
35
Hexavest
Quebec, Canada
$51.5M -$2.47M -19,621 -4%
Principal Financial Group
36
Principal Financial Group
Iowa
$48.6M +$8.38M +66,641 +19%
VBA
37
Van Berkom & Associates
Quebec, Canada
$47M -$1.72M -13,710 -3%
First Trust Advisors
38
First Trust Advisors
Illinois
$44.8M +$5.63M +44,757 +13%
Charles Schwab
39
Charles Schwab
California
$43.1M +$1,000K +7,953 +2%
SCM
40
Sirios Capital Management
Massachusetts
$42.9M -$5.25M -41,769 -10%
Bank of America
41
Bank of America
North Carolina
$41.7M +$10.4M +82,619 +30%
UBS AM
42
UBS AM
Illinois
$40.3M +$2.93M +23,341 +7%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$40.2M +$8.56M +68,063 +24%
TCIM
44
TIAA CREF Investment Management
New York
$39.6M -$859K -6,835 -2%
Swiss National Bank
45
Swiss National Bank
Switzerland
$39.4M +$427K +3,400 +1%
DM
46
Deerfield Management
New York
$38.7M +$8.8M +70,000 +27%
PC
47
Polar Capital
United Kingdom
$38.5M +$41.5M +330,000 New
Barclays
48
Barclays
United Kingdom
$37.5M -$1.6M -12,696 -4%
T
49
TOBAM
France
$33.3M -$6.63M -52,733 -16%
TA
50
Teachers Advisors
New York
$33.3M -$2.96M -23,581 -8%

UHS Hedge Fund Activity: Q4 2018 in Review

431 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q4 2018, worth a combined $9.55B — down 11% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new UHS positions and 55 closed out — a net gain of 6 holders — while 148 added to existing stakes and 157 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Maverick Capital, cutting an estimated $299M.

  • 431 institutional investors held Universal Health Services (UHS) as of Q4 2018, up from 428 in Q3 2018.
  • Funds reported $9.55B of Universal Health Services stock for Q4 2018, down 11% quarter-over-quarter.
  • 61 funds opened new Universal Health Services positions in Q4 2018 and 55 closed out, a net change of +6 holders.
  • The largest Universal Health Services buyer in Q4 2018 was JP Morgan Chase, an estimated $133M added.
  • The largest Universal Health Services seller in Q4 2018 was Maverick Capital, an estimated $299M sold.

Based on aggregated 13F filings for Q4 2018.