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Universal Health Services

462 hedge funds and large institutions have $12.2B invested in Universal Health Services in 2015 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 166 increasing their positions, 180 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 918 (+9)

61% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 38

22% more capital invested

Capital invested by funds: $9.93B → $12.2B (+$2.23B)

14% more call options, than puts

Call options by funds: $72.1M | Put options by funds: $63.2M

4% more funds holding

Funds holding: 446462 (+16)

1.05% more ownership

Funds ownership: 92.43%93.48% (+1%)

8% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 180

Holders
462
Holders Change
+16
Holders Change %
+3.59%
% of All Funds
12.45%
Holding in Top 10
18
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+100%
% of All Funds
0.49%
New
61
Increased
166
Reduced
180
Closed
38
Calls
$72.1M
Puts
$63.2M
Net Calls
+$8.91M
Net Calls Change
+$2.23M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
51
Apex Capital Management
Ohio
$52.1M -$41.9M -334,164 -48%
GC
52
Guggenheim Capital
Illinois
$49.9M -$790K -6,310 -2%
Adage Capital Partners
53
Adage Capital Partners
Massachusetts
$45.7M +$21.9M +175,000 +120%
BlackRock
54
BlackRock
New York
$45.1M -$4.28M -34,199 -10%
PAM
55
Panagora Asset Management
Massachusetts
$44.6M +$2.33M +18,582 +6%
Allianz Asset Management
56
Allianz Asset Management
Germany
$44.1M +$16.3M +129,798 +72%
Neuberger Berman Group
57
Neuberger Berman Group
New York
$43.9M -$5.01M -40,000 -11%
Principal Financial Group
58
Principal Financial Group
Iowa
$43.2M -$543K -4,339 -1%
UBS AM
59
UBS AM
Illinois
$42M +$527K +4,205 +1%
ERSOT
60
Employees Retirement System of Texas
Texas
$41.4M +$2M +16,000 +6%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$40.4M -$9.04M -72,180 -20%
WG
62
Winton Group
United Kingdom
$39.9M -$4.77M -38,080 -12%
1832 Asset Management
63
1832 Asset Management
Ontario, Canada
$38.9M -$8.33M -66,475 -20%
BCM
64
Bridgeway Capital Management
Texas
$38M +$17.5M +139,765 +110%
Lord, Abbett & Co
65
Lord, Abbett & Co
New Jersey
$37.7M -$8.21M -65,552 -20%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$36.9M -$8.38M -66,931 -20%
FQ
67
First Quadrant
California
$36.4M +$9.02M +72,000 +39%
NFA
68
Nationwide Fund Advisors
Ohio
$35.4M -$5.28M -42,159 -14%
Sumitomo Mitsui Trust Group
69
Sumitomo Mitsui Trust Group
Japan
$34.5M -$1.07M -8,546 -3%
Massachusetts Financial Services
70
Massachusetts Financial Services
Massachusetts
$32.7M +$3.92M +31,319 +16%
Charles Schwab
71
Charles Schwab
California
$32.3M +$434K +3,465 +2%
CCM
72
Century Capital Management
Massachusetts
$32M +$22.3M +178,095 +379%
CS
73
Credit Suisse
Switzerland
$31.9M +$11.5M +91,542 +69%
PCMF
74
Private Capital Management (Florida)
Florida
$31.2M +$647K +5,165 +2%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$30.3M -$128K -1,025 -0.5%

UHS Hedge Fund Activity: Q2 2015 in Review

462 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q2 2015, worth a combined $12.2B — up 22% from $9.93B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new UHS positions and 38 closed out — a net gain of 23 holders — while 166 added to existing stakes and 180 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $153M. The largest seller was T. Rowe Price Associates, cutting an estimated $210M.

  • 462 institutional investors held Universal Health Services (UHS) as of Q2 2015, up from 446 in Q1 2015.
  • Funds reported $12.2B of Universal Health Services stock for Q2 2015, up 22% quarter-over-quarter.
  • 61 funds opened new Universal Health Services positions in Q2 2015 and 38 closed out, a net change of +23 holders.
  • The largest Universal Health Services buyer in Q2 2015 was Viking Global Investors, an estimated $153M added.
  • The largest Universal Health Services seller in Q2 2015 was T. Rowe Price Associates, an estimated $210M sold.

Based on aggregated 13F filings for Q2 2015.