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Universal Health Services

477 hedge funds and large institutions have $10.9B invested in Universal Health Services in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 151 increasing their positions, 183 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 37

3% more funds holding

Funds holding: 462477 (+15)

0.1% less ownership

Funds ownership: 94.54%94.44% (-0.1%)

4% less capital invested

Capital invested by funds: $11.3B → $10.9B (-$479M)

17% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 183

27% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $33.7M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
477
Holders Change
+15
Holders Change %
+3.25%
% of All Funds
9.4%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
65
Increased
151
Reduced
183
Closed
37
Calls
$24.7M
Puts
$33.7M
Net Calls
-$8.94M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$96.9M -$6.77M -47,486 -7%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$95.7M -$10.9M -76,606 -10%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$91.1M -$2.1M -14,699 -2%
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$89.8M -$6.13M -42,991 -6%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$80.4M +$3.19M +22,408 +4%
UBS AM
31
UBS AM
Illinois
$72.3M +$495K +3,469 +0.7%
CCM
32
Camber Capital Management
Massachusetts
$71.7M
Principal Financial Group
33
Principal Financial Group
Iowa
$65.7M -$287K -2,012 -0.4%
VBA
34
Van Berkom & Associates
Quebec, Canada
$57.3M +$84.4K +592 +0.1%
Charles Schwab
35
Charles Schwab
California
$56.7M +$490K +3,436 +0.9%
NI
36
Nuance Investments
Missouri
$50.5M +$33.8M +237,387 +208%
Bank of America
37
Bank of America
North Carolina
$49.9M -$265K -1,857 -0.5%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$49.6M +$768K +5,391 +2%
UBS Group
39
UBS Group
Switzerland
$49.1M -$98.1M -688,129 -67%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$48.3M +$416K +2,918 +0.9%
Swiss National Bank
41
Swiss National Bank
Switzerland
$44.8M -$2.34M -16,400 -5%
Barclays
42
Barclays
United Kingdom
$40.1M +$23.6M +165,760 +145%
Ensign Peak Advisors
43
Ensign Peak Advisors
Utah
$38.4M +$38.2M +267,984 New
PPA
44
Parametric Portfolio Associates
Washington
$38.2M -$2.77M -19,443 -7%
Zurich Cantonal Bank
45
Zurich Cantonal Bank
Switzerland
$36.7M -$5.31M -37,229 -13%
Deutsche Bank
46
Deutsche Bank
Germany
$36.6M +$12.4M +86,736 +51%
Man Group
47
Man Group
United Kingdom
$36.2M +$7.17M +50,271 +25%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$35.5M -$993K -6,966 -3%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$31.6M -$1.66M -11,617 -5%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$31.5M +$20.3M +142,176 +184%

UHS Hedge Fund Activity: Q4 2019 in Review

477 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q4 2019, worth a combined $10.9B — down 4.2% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new UHS positions and 37 closed out — a net gain of 28 holders — while 151 added to existing stakes and 183 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $122M. The largest seller was Wellington Management Group, cutting an estimated $153M.

  • 477 institutional investors held Universal Health Services (UHS) as of Q4 2019, up from 462 in Q3 2019.
  • Funds reported $10.9B of Universal Health Services stock for Q4 2019, down 4.2% quarter-over-quarter.
  • 65 funds opened new Universal Health Services positions in Q4 2019 and 37 closed out, a net change of +28 holders.
  • The largest Universal Health Services buyer in Q4 2019 was Goldman Sachs, an estimated $122M added.
  • The largest Universal Health Services seller in Q4 2019 was Wellington Management Group, an estimated $153M sold.

Based on aggregated 13F filings for Q4 2019.