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Universal Health Services

340 hedge funds and large institutions have $7.12B invested in Universal Health Services in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 139 increasing their positions, 113 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 113

2% more capital invested

Capital invested by funds: $6.95B → $7.12B (+$170M)

0.97% more ownership

Funds ownership: 94.25%95.22% (+0.97%)

5% less funds holding

Funds holding: 358340 (-18)

11% less call options, than puts

Call options by funds: $5.51M | Put options by funds: $6.2M

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

29% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 45

Holders
340
Holders Change
-18
Holders Change %
-5.03%
% of All Funds
9.82%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
32
Increased
139
Reduced
113
Closed
45
Calls
$5.51M
Puts
$6.2M
Net Calls
-$682K
Net Calls Change
-$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$27.4M +$2.55M +31,639 +10%
Prudential Financial
52
Prudential Financial
New Jersey
$27.1M +$1.92M +23,900 +8%
ICM
53
IronBridge Capital Management
Illinois
$26.6M -$4.1M -50,891 -14%
MNA
54
Manning & Napier Advisors
New York
$26.5M +$9.58M +119,062 +59%
BlackRock
55
BlackRock
New York
$25.7M -$8.17M -101,465 -24%
GC
56
Guggenheim Capital
Illinois
$25.6M -$970K -12,048 -4%
Fidelity International
57
Fidelity International
Bermuda
$25.6M +$24.9M +308,795 +11,877%
MCM
58
Munder Capital Management
Michigan
$24.4M +$4.75M +59,063 +25%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$24.3M +$1.3M +16,100 +6%
SCM
60
Sirios Capital Management
Massachusetts
$23.3M +$12.4M +154,054 +118%
Goldman Sachs
61
Goldman Sachs
New York
$22.9M +$3.72M +46,181 +20%
AQR Capital Management
62
AQR Capital Management
Connecticut
$22.7M -$3.89M -48,300 -15%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$22.5M -$1.52M -18,900 -6%
BA
64
Broadview Advisors
Wisconsin
$21.7M +$5.95M +73,900 +39%
Deutsche Bank
65
Deutsche Bank
Germany
$21.6M +$7.38M +91,644 +54%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$20.8M -$4.71M -58,471 -19%
UBS AM
67
UBS AM
Illinois
$20.3M +$1.81M +22,475 +10%
Sumitomo Mitsui Trust Group
68
Sumitomo Mitsui Trust Group
Japan
$20.1M +$2.27M +28,244 +13%
Principal Financial Group
69
Principal Financial Group
Iowa
$19.8M +$1.13M +14,055 +6%
Capital Fund Management (CFM)
70
Capital Fund Management (CFM)
France
$19.2M +$7.45M +92,571 +65%
PC
71
Polar Capital
United Kingdom
$19.1M +$2.82M +35,000 +18%
Morgan Stanley
72
Morgan Stanley
New York
$18.4M -$8.84M -109,765 -33%
JHIU
73
Janus Henderson Investors US
Colorado
$18.2M +$6.71M +83,400 +60%
Two Sigma Advisers
74
Two Sigma Advisers
New York
$17.8M +$11.9M +148,200 +216%
Alyeska Investment Group
75
Alyeska Investment Group
Illinois
$17.1M +$16.8M +208,360 New

UHS Hedge Fund Activity: Q1 2014 in Review

340 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q1 2014, worth a combined $7.12B — up 2.4% from $6.95B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of UHS and 32 opened new positions — a net loss of 13 holders — while 113 trimmed existing stakes and 139 added.

The largest buyer was Wellington Management Group, adding an estimated $37.2M. The largest seller was AllianceBernstein, cutting an estimated $39.8M.

  • 340 institutional investors held Universal Health Services (UHS) as of Q1 2014, down from 358 in Q4 2013.
  • Funds reported $7.12B of Universal Health Services stock for Q1 2014, up 2.4% quarter-over-quarter.
  • 32 funds opened new Universal Health Services positions in Q1 2014 and 45 closed out, a net change of -13 holders.
  • The largest Universal Health Services buyer in Q1 2014 was Wellington Management Group, an estimated $37.2M added.
  • The largest Universal Health Services seller in Q1 2014 was AllianceBernstein, an estimated $39.8M sold.

Based on aggregated 13F filings for Q1 2014.