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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
Allianz Asset Management
76
Allianz Asset Management
Germany
$16.4M -$4.11M -51,108 -20%
AIMCA
77
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$15.9M +$1.7M +21,150 +12%
Federated Hermes
78
Federated Hermes
Pennsylvania
$15.8M -$386K -4,801 -2%
SONJCPFA
79
State of New Jersey Common Pension Fund A
New Jersey
$15.6M
AIG
80
American International Group
New York
$15.1M +$48.4K +601 +0.3%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$14.8M -$660K -8,200 -4%
Public Employees Retirement Association of Colorado
82
Public Employees Retirement Association of Colorado
Colorado
$14.5M +$3M +37,303 +27%
GIA
83
Gateway Investment Advisers
Ohio
$14.2M -$16.1K -200 -0.1%
Mitsubishi UFJ Trust & Banking
84
Mitsubishi UFJ Trust & Banking
Japan
$14.1M +$57.7K +717 +0.4%
EAM
85
Edge Asset Management
Washington
$13.7M +$338K +4,200 +3%
Citigroup
86
Citigroup
New York
$13.7M -$4.28M -53,121 -24%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$13.5M +$64.4K +800 +0.5%
BC
88
Burney Company
Virginia
$13.2M -$13.5K -168 -0.1%
SI
89
Scout Investments
Missouri
$12.6M +$187K +2,322 +2%
Arrowstreet Capital
90
Arrowstreet Capital
Massachusetts
$12.3M +$11.8M +146,862 +4,331%
NFA
91
Nationwide Fund Advisors
Ohio
$12.3M -$148K -1,836 -1%
PPA
92
Parametric Portfolio Associates
Washington
$12.1M +$192K +2,383 +2%
Citadel Advisors
93
Citadel Advisors
Florida
$12M +$8.58M +106,564 +270%
DSA
94
Davis Selected Advisers
Arizona
$11.9M -$161K -2,000 -1%
Charles Schwab
95
Charles Schwab
California
$11.8M -$1.07M -13,235 -8%
RP
96
Reinhart Partners
Wisconsin
$11.5M +$855K +10,621 +8%
Massachusetts Financial Services
97
Massachusetts Financial Services
Massachusetts
$11.4M +$3.98M +49,490 +56%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$11.1M -$1.67M -20,800 -13%
State of Wisconsin Investment Board
99
State of Wisconsin Investment Board
Wisconsin
$11.1M +$6.44K +80 +0.1%
RhumbLine Advisers
100
RhumbLine Advisers
Massachusetts
$10.8M -$241K -3,000 -2%

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.