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Universal Health Services

462 hedge funds and large institutions have $11.3B invested in Universal Health Services in 2019 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 146 increasing their positions, 178 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

50% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 42

11% more capital invested

Capital invested by funds: $10.2B → $11.3B (+$1.14B)

5% more funds holding

Funds holding: 441462 (+21)

0.17% less ownership

Funds ownership: 94.72%94.54% (-0.17%)

18% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 178

22% less call options, than puts

Call options by funds: $27.6M | Put options by funds: $35.3M

Holders
462
Holders Change
+21
Holders Change %
+4.76%
% of All Funds
10.13%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.15%
New
63
Increased
146
Reduced
178
Closed
42
Calls
$27.6M
Puts
$35.3M
Net Calls
-$7.73M
Net Calls Change
-$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$107M +$8.4M +58,511 +9%
Legal & General Group
27
Legal & General Group
United Kingdom
$105M -$1.2M -8,384 -1%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$99.5M -$2.64M -18,408 -3%
Invesco
29
Invesco
Georgia
$98.8M -$6.93M -48,236 -7%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$96.6M -$2.06M -14,344 -2%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$95.9M +$3.92M +27,325 +4%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$80M -$3.57M -24,822 -4%
UBS AM
33
UBS AM
Illinois
$74.5M +$16.3M +113,671 +29%
CCM
34
Camber Capital Management
Massachusetts
$74.4M -$21.5M -150,000 -23%
Principal Financial Group
35
Principal Financial Group
Iowa
$68.5M -$114K -792 -0.2%
WG
36
Winton Group
United Kingdom
$64.4M +$20.4M +142,050 +49%
Charles Schwab
37
Charles Schwab
California
$58.3M +$849K +5,914 +2%
SCM
38
Sirios Capital Management
Massachusetts
$56.4M +$33M +229,818 +154%
Bank of America
39
Bank of America
North Carolina
$52M +$4.41M +30,704 +10%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$50.7M -$201K -1,402 -0.4%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$49M +$2.48M +17,297 +5%
Swiss National Bank
42
Swiss National Bank
Switzerland
$48.9M -$325K -2,266 -0.7%
Morgan Stanley
43
Morgan Stanley
New York
$45.5M -$1.27M -8,824 -3%
First Trust Advisors
44
First Trust Advisors
Illinois
$44.7M +$7.77M +54,084 +22%
Canada Life
45
Canada Life
Manitoba, Canada
$44M -$598K -4,162 -1%
Zurich Cantonal Bank
46
Zurich Cantonal Bank
Switzerland
$43.6M +$7.16M +49,816 +20%
PPA
47
Parametric Portfolio Associates
Washington
$42.5M +$1.61M +11,243 +4%
H
48
Hexavest
Quebec, Canada
$42.1M -$23.7M -165,281 -37%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$37.8M -$18.3M -127,749 -33%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$34.3M -$374K -2,602 -1%

UHS Hedge Fund Activity: Q3 2019 in Review

462 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q3 2019, worth a combined $11.3B — up 11% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new UHS positions and 42 closed out — a net gain of 21 holders — while 146 added to existing stakes and 178 trimmed.

The largest buyer was Boston Partners, adding an estimated $284M. The largest seller was Glenview Capital Management, cutting an estimated $150M.

  • 462 institutional investors held Universal Health Services (UHS) as of Q3 2019, up from 441 in Q2 2019.
  • Funds reported $11.3B of Universal Health Services stock for Q3 2019, up 11% quarter-over-quarter.
  • 63 funds opened new Universal Health Services positions in Q3 2019 and 42 closed out, a net change of +21 holders.
  • The largest Universal Health Services buyer in Q3 2019 was Boston Partners, an estimated $284M added.
  • The largest Universal Health Services seller in Q3 2019 was Glenview Capital Management, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2019.