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Universal Health Services

369 hedge funds and large institutions have $8.31B invested in Universal Health Services in 2014 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 104 increasing their positions, 156 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 26

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

17% more capital invested

Capital invested by funds: $7.12B → $8.31B (+$1.18B)

9% more funds holding

Funds holding: 340369 (+29)

0.42% less ownership

Funds ownership: 95.22%94.8% (-0.42%)

33% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 156

41% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $20.5M

Holders
369
Holders Change
+29
Holders Change %
+8.53%
% of All Funds
10.61%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.37%
New
57
Increased
104
Reduced
156
Closed
26
Calls
$12.1M
Puts
$20.5M
Net Calls
-$8.4M
Net Calls Change
-$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Alyeska Investment Group
76
Alyeska Investment Group
Illinois
$22.1M +$1.9M +22,006 +11%
PC
77
Polar Capital
United Kingdom
$22M -$230K -2,659 -1%
Sumitomo Mitsui Trust Group
78
Sumitomo Mitsui Trust Group
Japan
$20.6M -$2.52M -29,134 -12%
BIM
79
BRC Investment Management
Colorado
$20.1M +$18.1M +209,560 New
HJMC
80
Hellman Jordan Management Company
Massachusetts
$19M +$8.78M +101,632 +105%
AIMCA
81
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$18.5M
Morgan Stanley
82
Morgan Stanley
New York
$18.3M -$2.84M -32,918 -15%
Federated Hermes
83
Federated Hermes
Pennsylvania
$18M -$347K -4,018 -2%
NFA
84
Nationwide Fund Advisors
Ohio
$17.7M +$3.05M +35,291 +24%
AIG
85
American International Group
New York
$17.6M -$40.5K -469 -0.3%
Public Employees Retirement Association of Colorado
86
Public Employees Retirement Association of Colorado
Colorado
$16.8M -$76.5K -886 -0.5%
Mitsubishi UFJ Trust & Banking
87
Mitsubishi UFJ Trust & Banking
Japan
$16.5M +$33.2K +384 +0.2%
CS
88
Credit Suisse
Switzerland
$16.5M +$3.54M +40,962 +31%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$16.4M -$760K -8,800 -5%
EAM
90
Edge Asset Management
Washington
$16.3M +$259K +3,000 +2%
Massachusetts Financial Services
91
Massachusetts Financial Services
Massachusetts
$15.9M +$2.4M +27,808 +20%
GIA
92
Gateway Investment Advisers
Ohio
$15.7M -$785K -9,087 -5%
California State Teachers Retirement System (CalSTRS)
93
California State Teachers Retirement System (CalSTRS)
California
$15.5M -$242K -2,800 -2%
BC
94
Burney Company
Virginia
$15.2M -$133K -1,536 -1%
DSA
95
Davis Selected Advisers
Arizona
$13.9M
Janus Henderson Group
96
Janus Henderson Group
United Kingdom
$13.7M +$11.1M +128,072 +830%
Acadian Asset Management
97
Acadian Asset Management
Massachusetts
$13.7M +$12.3M +142,600 New
PPA
98
Parametric Portfolio Associates
Washington
$13.6M -$430K -4,981 -3%
Charles Schwab
99
Charles Schwab
California
$13.6M -$156K -1,809 -1%
RP
100
Reinhart Partners
Wisconsin
$13.4M -$46.6K -540 -0.4%

UHS Hedge Fund Activity: Q2 2014 in Review

369 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q2 2014, worth a combined $8.31B — up 17% from $7.12B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new UHS positions and 26 closed out — a net gain of 31 holders — while 104 added to existing stakes and 156 trimmed.

The largest buyer was Scout Investments, adding an estimated $100M. The largest seller was Viking Global Investors, cutting an estimated $128M.

  • 369 institutional investors held Universal Health Services (UHS) as of Q2 2014, up from 340 in Q1 2014.
  • Funds reported $8.31B of Universal Health Services stock for Q2 2014, up 17% quarter-over-quarter.
  • 57 funds opened new Universal Health Services positions in Q2 2014 and 26 closed out, a net change of +31 holders.
  • The largest Universal Health Services buyer in Q2 2014 was Scout Investments, an estimated $100M added.
  • The largest Universal Health Services seller in Q2 2014 was Viking Global Investors, an estimated $128M sold.

Based on aggregated 13F filings for Q2 2014.