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Universal Health Services

428 hedge funds and large institutions have $10.7B invested in Universal Health Services in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 158 increasing their positions, 163 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

528% more call options, than puts

Call options by funds: $143M | Put options by funds: $22.7M

19% more capital invested

Capital invested by funds: $9.02B → $10.7B (+$1.68B)

2.5% more ownership

Funds ownership: 94.95%97.45% (+2.5%)

9% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 47

0% more funds holding

Funds holding: 428428 (0)

3% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 163

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
428
Holders Change
Holders Change %
0%
% of All Funds
9.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
51
Increased
158
Reduced
163
Closed
47
Calls
$143M
Puts
$22.7M
Net Calls
+$120M
Net Calls Change
+$84.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$39.5M -$8.96M -73,007 -19%
NI
52
Nuance Investments
Missouri
$38.2M +$551K +4,487 +2%
Allianz Asset Management
53
Allianz Asset Management
Germany
$37.4M +$3.94M +32,080 +12%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$35.5M +$693K +5,646 +2%
Bank of America
55
Bank of America
North Carolina
$35.1M -$4.68M -38,125 -12%
TCG
56
Tremblant Capital Group
Florida
$34.9M +$1.05M +8,532 +3%
DM
57
Deerfield Management
New York
$33.5M
AQR Capital Management
58
AQR Capital Management
Connecticut
$32.2M -$21.7M -177,136 -41%
Man Group
59
Man Group
United Kingdom
$32M +$4.53M +36,930 +17%
Canada Pension Plan Investment Board
60
Canada Pension Plan Investment Board
Ontario, Canada
$30.6M -$4M -32,600 -12%
Canada Life
61
Canada Life
Manitoba, Canada
$30M -$1.69M -13,767 -6%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$29.6M -$660K -5,381 -2%
Prudential Financial
63
Prudential Financial
New Jersey
$28.9M +$3.11M +25,354 +13%
N
64
Natixis
France
$28.2M +$23.2M +189,235 +608%
Arrowstreet Capital
65
Arrowstreet Capital
Massachusetts
$27.9M -$6.75M -55,004 -20%
SCP
66
Seizert Capital Partners
Michigan
$27.7M +$2.52M +20,529 +10%
RP
67
Reinhart Partners
Wisconsin
$27.6M +$90.6K +738 +0.3%
Zurich Cantonal Bank
68
Zurich Cantonal Bank
Switzerland
$25.9M +$15.3M +124,543 +160%
PPA
69
Parametric Portfolio Associates
Washington
$24.9M +$2.51M +20,424 +12%
PWAG
70
Polaris Wealth Advisory Group
California
$23.4M +$22.5M +183,317 New
Asset Management One
71
Asset Management One
Japan
$23M +$120K +978 +0.5%
CHP
72
Castle Hook Partners
New York
$22.8M +$21.9M +178,720 New
KBC Group
73
KBC Group
Belgium
$22.8M -$1.22M -9,907 -5%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$22.6M +$2.67M +21,743 +14%
LSV Asset Management
75
LSV Asset Management
Illinois
$22.4M +$9.03M +73,582 +72%

UHS Hedge Fund Activity: Q3 2018 in Review

428 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q3 2018, worth a combined $10.7B — up 19% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new UHS positions and 47 closed out — a net gain of 4 holders — while 158 added to existing stakes and 163 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $147M. The largest seller was Sirios Capital Management, cutting an estimated $57.8M.

  • 428 institutional investors held Universal Health Services (UHS) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $10.7B of Universal Health Services stock for Q3 2018, up 19% quarter-over-quarter.
  • 51 funds opened new Universal Health Services positions in Q3 2018 and 47 closed out, a net change of +4 holders.
  • The largest Universal Health Services buyer in Q3 2018 was JP Morgan Chase, an estimated $147M added.
  • The largest Universal Health Services seller in Q3 2018 was Sirios Capital Management, an estimated $57.8M sold.

Based on aggregated 13F filings for Q3 2018.