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Universal Health Services

455 hedge funds and large institutions have $11.6B invested in Universal Health Services in 2015 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 152 increasing their positions, 179 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more call options, than puts

Call options by funds: $27.8M | Put options by funds: $26.1M

0.44% less ownership

Funds ownership: 92.75%92.31% (-0.44%)

5% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 65

2% less funds holding

Funds holding: 463455 (-8)

5% less capital invested

Capital invested by funds: $12.2B → $11.6B (-$614M)

15% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 179

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
455
Holders Change
-8
Holders Change %
-1.73%
% of All Funds
11.94%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
62
Increased
152
Reduced
179
Closed
65
Calls
$27.8M
Puts
$26.1M
Net Calls
+$1.76M
Net Calls Change
-$5.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$46.8M -$22M -180,202 -32%
GAM
52
Gotham Asset Management
New York
$45.9M +$44.2M +361,552 +1,622%
ACM
53
Apex Capital Management
Ohio
$45.5M -$49.9K -408 -0.1%
HM
54
HealthCor Management
New York
$43.8M -$13.3M -108,610 -23%
Skandinaviska Enskilda Banken (SEB)
55
Skandinaviska Enskilda Banken (SEB)
Sweden
$41.7M +$42.6M +348,700 New
Allianz Asset Management
56
Allianz Asset Management
Germany
$41.1M +$3.94M +32,208 +10%
AI
57
Axiom Investors
Connecticut
$38M -$2.61M -21,360 -6%
Millennium Management
58
Millennium Management
New York
$37.6M -$62M -507,362 -62%
BlackRock
59
BlackRock
New York
$34.5M -$2.85M -23,325 -7%
FQ
60
First Quadrant
California
$33.9M -$238K -1,947 -0.7%
Deutsche Bank
61
Deutsche Bank
Germany
$33.8M +$10.7M +87,427 +45%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$33.3M +$183K +1,500 +0.5%
Marshall Wace
63
Marshall Wace
United Kingdom
$33.1M +$6.36M +52,038 +23%
Principal Financial Group
64
Principal Financial Group
Iowa
$32.4M -$424K -3,468 -1%
BAMCO Inc
65
BAMCO Inc
New York
$32.3M -$17.1M -139,745 -34%
Sumitomo Mitsui Trust Group
66
Sumitomo Mitsui Trust Group
Japan
$30.5M +$713K +5,834 +2%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$30M +$220K +1,800 +0.7%
Two Sigma Investments
68
Two Sigma Investments
New York
$29.5M +$17.5M +142,859 +137%
Charles Schwab
69
Charles Schwab
California
$29.5M +$930K +7,610 +3%
BCM
70
Bridgeway Capital Management
Texas
$28.8M +$128K +1,050 +0.4%
FAM
71
Fred Alger Management
New York
$28.3M +$2.87M +23,497 +11%
Massachusetts Financial Services
72
Massachusetts Financial Services
Massachusetts
$27.9M +$1.49M +12,207 +6%
RIM
73
RS Investment Management
California
$26.9M -$4.9M -40,061 -15%
PCMF
74
Private Capital Management (Florida)
Florida
$26.2M -$489K -4,003 -2%
Two Sigma Advisers
75
Two Sigma Advisers
New York
$25.8M +$12.4M +101,821 +89%

UHS Hedge Fund Activity: Q4 2015 in Review

455 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q4 2015, worth a combined $11.6B — down 5% from $12.2B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of UHS and 62 opened new positions — a net loss of 3 holders — while 179 trimmed existing stakes and 152 added.

The largest buyer was Bessemer Group, adding an estimated $81.7M. The largest seller was Wellington Management Group, cutting an estimated $94.8M.

  • 455 institutional investors held Universal Health Services (UHS) as of Q4 2015, down from 463 in Q3 2015.
  • Funds reported $11.6B of Universal Health Services stock for Q4 2015, down 5% quarter-over-quarter.
  • 62 funds opened new Universal Health Services positions in Q4 2015 and 65 closed out, a net change of -3 holders.
  • The largest Universal Health Services buyer in Q4 2015 was Bessemer Group, an estimated $81.7M added.
  • The largest Universal Health Services seller in Q4 2015 was Wellington Management Group, an estimated $94.8M sold.

Based on aggregated 13F filings for Q4 2015.