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Universal Health Services

447 hedge funds and large institutions have $10.6B invested in Universal Health Services in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 141 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 37

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more capital invested

Capital invested by funds: $9.55B → $10.6B (+$1.05B)

4% more funds holding

Funds holding: 431447 (+16)

2% less call options, than puts

Call options by funds: $19.4M | Put options by funds: $19.7M

2.16% less ownership

Funds ownership: 97.18%95.02% (-2.2%)

22% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 180

Holders
447
Holders Change
+16
Holders Change %
+3.71%
% of All Funds
9.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
56
Increased
141
Reduced
180
Closed
37
Calls
$19.4M
Puts
$19.7M
Net Calls
-$295K
Net Calls Change
-$253M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
26
Massachusetts Financial Services
Massachusetts
$93.5M +$2.12M +16,135 +2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$89.8M -$1.69M -12,862 -2%
CCM
28
Camber Capital Management
Massachusetts
$87M -$32.9M -250,000 -28%
Legal & General Group
29
Legal & General Group
United Kingdom
$86.7M +$11.5M +87,351 +16%
Invesco
30
Invesco
Georgia
$85.7M +$203K +1,538 +0.2%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$80.9M +$6.64M +50,452 +9%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$79.6M -$8.71M -66,162 -10%
ClearBridge Investments
33
ClearBridge Investments
New York
$66.8M -$3.14M -23,879 -5%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$66.3M +$1.67M +12,693 +3%
H
35
Hexavest
Quebec, Canada
$62.8M +$3.73M +28,292 +6%
Bank of America
36
Bank of America
North Carolina
$59.2M +$11.2M +85,121 +24%
Principal Financial Group
37
Principal Financial Group
Iowa
$58.1M +$2.31M +17,552 +4%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$57.9M -$1.8M -13,680 -3%
First Trust Advisors
39
First Trust Advisors
Illinois
$56M +$4.58M +34,802 +9%
VBA
40
Van Berkom & Associates
Quebec, Canada
$53M -$880K -6,686 -2%
Morgan Stanley
41
Morgan Stanley
New York
$51M -$8.3M -63,053 -14%
Charles Schwab
42
Charles Schwab
California
$50.2M +$758K +5,760 +2%
UBS AM
43
UBS AM
Illinois
$46.6M +$349K +2,651 +0.8%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$46.1M -$164K -1,245 -0.4%
Swiss National Bank
45
Swiss National Bank
Switzerland
$46M +$830K +6,300 +2%
PC
46
Polar Capital
United Kingdom
$44.1M
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$39.2M -$1.36M -10,341 -3%
AAMU
48
Amundi Asset Management US
Massachusetts
$38.2M -$14M -106,578 -27%
Canada Life
49
Canada Life
Manitoba, Canada
$38.2M +$2.11M +16,046 +6%
State of Tennessee, Department of Treasury
50
State of Tennessee, Department of Treasury
Tennessee
$37.4M +$4.46M +33,907 +14%

UHS Hedge Fund Activity: Q1 2019 in Review

447 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q1 2019, worth a combined $10.6B — up 11% from $9.55B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new UHS positions and 37 closed out — a net gain of 19 holders — while 141 added to existing stakes and 180 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $99M. The largest seller was JP Morgan Chase, cutting an estimated $320M.

  • 447 institutional investors held Universal Health Services (UHS) as of Q1 2019, up from 431 in Q4 2018.
  • Funds reported $10.6B of Universal Health Services stock for Q1 2019, up 11% quarter-over-quarter.
  • 56 funds opened new Universal Health Services positions in Q1 2019 and 37 closed out, a net change of +19 holders.
  • The largest Universal Health Services buyer in Q1 2019 was LSV Asset Management, an estimated $99M added.
  • The largest Universal Health Services seller in Q1 2019 was JP Morgan Chase, an estimated $320M sold.

Based on aggregated 13F filings for Q1 2019.