We are live on ! Find out more
UHS icon

Universal Health Services

446 hedge funds and large institutions have $9.93B invested in Universal Health Services in 2015 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 168 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

29% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $22.7M

6% more capital invested

Capital invested by funds: $9.37B → $9.93B (+$560M)

4% more funds holding

Funds holding: 428446 (+18)

0.45% more ownership

Funds ownership: 91.98%92.43% (+0.45%)

8% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 168

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

Holders
446
Holders Change
+18
Holders Change %
+4.21%
% of All Funds
11.88%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.24%
New
63
Increased
155
Reduced
168
Closed
38
Calls
$29.3M
Puts
$22.7M
Net Calls
+$6.67M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$39.8M +$3.93M +35,563 +12%
Lord, Abbett & Co
52
Lord, Abbett & Co
New Jersey
$38.9M -$8.56M -77,365 -19%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$38.5M -$102K -919 -0.3%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$38.1M
WG
55
Winton Group
United Kingdom
$37.6M +$21.3M +192,757 +153%
Principal Financial Group
56
Principal Financial Group
Iowa
$36.3M -$22M -198,684 -39%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$35.5M -$55.3K -500 -0.2%
PAM
58
Panagora Asset Management
Massachusetts
$34.8M +$1.73M +15,652 +6%
UBS AM
59
UBS AM
Illinois
$34.3M -$2.06M -18,652 -6%
NFA
60
Nationwide Fund Advisors
Ohio
$34.3M +$10.6M +95,835 +49%
Victory Capital Management
61
Victory Capital Management
Texas
$33.8M +$374K +3,379 +1%
ERSOT
62
Employees Retirement System of Texas
Texas
$32.4M +$2.21M +20,000 +8%
Sumitomo Mitsui Trust Group
63
Sumitomo Mitsui Trust Group
Japan
$29.6M +$1.32M +11,977 +5%
Arrowstreet Capital
64
Arrowstreet Capital
Massachusetts
$28.7M +$11.8M +106,327 +77%
Fidelity International
65
Fidelity International
Bermuda
$28.7M +$407K +3,678 +2%
RIM
66
RS Investment Management
California
$28M -$313K -2,831 -1%
HM
67
HealthCor Management
New York
$26.5M -$24.9M -225,000 -50%
GAM
68
Gotham Asset Management
New York
$26.5M -$7.24M -65,462 -23%
Charles Schwab
69
Charles Schwab
California
$26.3M +$869K +7,858 +4%
Capital Fund Management (CFM)
70
Capital Fund Management (CFM)
France
$25.9M +$16.1M +145,301 +194%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$25.9M +$5.72M +51,718 +31%
PCMF
72
Private Capital Management (Florida)
Florida
$25.2M -$3.29M -29,725 -12%
VOYA Investment Management
73
VOYA Investment Management
Georgia
$25.2M -$48.9M -442,207 -67%
Two Sigma Advisers
74
Two Sigma Advisers
New York
$24.8M +$2.93M +26,443 +14%
Massachusetts Financial Services
75
Massachusetts Financial Services
Massachusetts
$23.4M +$832K +7,520 +4%

UHS Hedge Fund Activity: Q1 2015 in Review

446 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q1 2015, worth a combined $9.93B — up 6% from $9.37B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new UHS positions and 38 closed out — a net gain of 25 holders — while 155 added to existing stakes and 168 trimmed.

The largest buyer was Glenview Capital Management, adding an estimated $62.8M. The largest seller was Citadel Advisors, cutting an estimated $65.5M.

  • 446 institutional investors held Universal Health Services (UHS) as of Q1 2015, up from 428 in Q4 2014.
  • Funds reported $9.93B of Universal Health Services stock for Q1 2015, up 6% quarter-over-quarter.
  • 63 funds opened new Universal Health Services positions in Q1 2015 and 38 closed out, a net change of +25 holders.
  • The largest Universal Health Services buyer in Q1 2015 was Glenview Capital Management, an estimated $62.8M added.
  • The largest Universal Health Services seller in Q1 2015 was Citadel Advisors, an estimated $65.5M sold.

Based on aggregated 13F filings for Q1 2015.