Universal Health Services
449 hedge funds and large institutions have $10.3B invested in Universal Health Services in 2016 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 173 increasing their positions, 170 reducing their positions, and 51 closing their positions.
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
2.51% more ownership
Funds ownership: 92.31% → 94.82% (+2.5%)
2% more repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 170
6% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 51
1% less funds holding
Funds holding: 455 → 449 (-6)
12% less capital invested
Capital invested by funds: $11.6B → $10.3B (-$1.36B)
17% less call options, than puts
Call options by funds: $17.2M | Put options by funds: $20.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$305M |
| 2 |
FPP
Findlay Park Partners
London,
United Kingdom
|
+$56.6M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$54M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
+$48.3M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$42.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Glenview Capital Management
New York
|
-$145M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$79.3M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$51.7M |
| 4 |
O
OppenheimerFunds
New York
|
-$41.2M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$32.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
501
AssetMark Inc
Concord,
California
| – | -$1K | -6 | Closed |
|
|
WT
502
Whittier Trust
South Pasadena,
California
| – | -$1K | -5 | Closed |
|
UHS Hedge Fund Activity: Q1 2016 in Review
449 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q1 2016, worth a combined $10.3B — down 12% from $11.6B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of UHS and 48 opened new positions — a net loss of 3 holders — while 170 trimmed existing stakes and 173 added.
The largest buyer was Royal London Asset Management, adding an estimated $305M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $145M sold.
- 449 institutional investors held Universal Health Services (UHS) as of Q1 2016, down from 455 in Q4 2015.
- Funds reported $10.3B of Universal Health Services stock for Q1 2016, down 12% quarter-over-quarter.
- 48 funds opened new Universal Health Services positions in Q1 2016 and 51 closed out, a net change of -3 holders.
- The largest Universal Health Services buyer in Q1 2016 was Royal London Asset Management, an estimated $305M added.
- The largest Universal Health Services seller in Q1 2016 was Glenview Capital Management, an estimated $145M sold.
Based on aggregated 13F filings for Q1 2016.