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Universal Health Services

441 hedge funds and large institutions have $10.2B invested in Universal Health Services in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 149 increasing their positions, 162 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 56

0.31% less ownership

Funds ownership: 95.02%94.72% (-0.31%)

4% less capital invested

Capital invested by funds: $10.6B → $10.2B (-$404M)

8% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 162

9% less call options, than puts

Call options by funds: $23.7M | Put options by funds: $25.9M

1% less funds holding

Funds holding: 447441 (-6)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
441
Holders Change
-6
Holders Change %
-1.34%
% of All Funds
9.58%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
57
Increased
149
Reduced
162
Closed
56
Calls
$23.7M
Puts
$25.9M
Net Calls
-$2.22M
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
26
Massachusetts Financial Services
Massachusetts
$95.3M +$4.01M +31,897 +5%
Invesco
27
Invesco
Georgia
$92.9M +$8.98M +71,359 +11%
Legal & General Group
28
Legal & General Group
United Kingdom
$92.7M +$8.02M +63,691 +10%
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$89.6M +$86.5M +687,024 New
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$86.6M +$7.43M +59,039 +10%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$86.6M -$896K -7,122 -1%
CCM
32
Camber Capital Management
Massachusetts
$84.8M
Neuberger Berman Group
33
Neuberger Berman Group
New York
$80.5M +$59M +468,735 +315%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$73.4M -$4.04M -32,085 -5%
N
35
Nuveen
North Carolina
$63.4M +$59.9M +475,880 +4,451%
Principal Financial Group
36
Principal Financial Group
Iowa
$60.1M +$3.36M +26,667 +6%
H
37
Hexavest
Quebec, Canada
$58.4M -$2.73M -21,668 -5%
Deutsche Bank
38
Deutsche Bank
Germany
$55.9M +$20.6M +163,677 +62%
VBA
39
Van Berkom & Associates
Quebec, Canada
$51.4M -$227K -1,802 -0.5%
UBS AM
40
UBS AM
Illinois
$50.5M +$4.87M +38,728 +11%
Charles Schwab
41
Charles Schwab
California
$50.3M +$1.33M +10,579 +3%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$49.8M -$14.3M -113,299 -23%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$48.1M +$12.4M +98,375 +36%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$44.6M -$348K -2,763 -0.8%
Swiss National Bank
45
Swiss National Bank
Switzerland
$43.1M -$1.67M -13,300 -4%
Bank of America
46
Bank of America
North Carolina
$41.6M -$15.5M -123,365 -28%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$41.3M +$3M +23,818 +8%
Morgan Stanley
48
Morgan Stanley
New York
$41.1M -$8.37M -66,488 -17%
Canada Life
49
Canada Life
Manitoba, Canada
$39M +$1.67M +13,277 +5%
WG
50
Winton Group
United Kingdom
$38M +$5.21M +41,436 +17%

UHS Hedge Fund Activity: Q2 2019 in Review

441 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q2 2019, worth a combined $10.2B — down 3.8% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new UHS positions and 56 closed out — a net gain of 1 holder — while 149 added to existing stakes and 162 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $123M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $156M sold.

  • 441 institutional investors held Universal Health Services (UHS) as of Q2 2019, down from 447 in Q1 2019.
  • Funds reported $10.2B of Universal Health Services stock for Q2 2019, down 3.8% quarter-over-quarter.
  • 57 funds opened new Universal Health Services positions in Q2 2019 and 56 closed out, a net change of +1 holder.
  • The largest Universal Health Services buyer in Q2 2019 was American Century Companies, an estimated $123M added.
  • The largest Universal Health Services seller in Q2 2019 was Epoch Investment Partners, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2019.