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Universal Health Services

439 hedge funds and large institutions have $10.4B invested in Universal Health Services in 2017 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 170 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

27% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 49

18% more capital invested

Capital invested by funds: $8.8B → $10.4B (+$1.57B)

1% more funds holding

Funds holding: 433439 (+6)

1.05% more ownership

Funds ownership: 92.19%93.23% (+1%)

10% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 170

59% less call options, than puts

Call options by funds: $12.2M | Put options by funds: $29.9M

Holders
439
Holders Change
+6
Holders Change %
+1.39%
% of All Funds
10.93%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.22%
New
62
Increased
153
Reduced
170
Closed
49
Calls
$12.2M
Puts
$29.9M
Net Calls
-$17.7M
Net Calls Change
+$20M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$19.8M +$1.01M +8,566 +6%
BAMCO Inc
77
BAMCO Inc
New York
$19.4M
NM
78
Nokota Management
New York
$19.4M +$18.4M +155,769 New
NFA
79
Nationwide Fund Advisors
Ohio
$18.8M +$97.5K +825 +0.5%
Asset Management One
80
Asset Management One
Japan
$18.4M -$1.24M -10,450 -7%
TGA
81
Trilogy Global Advisors
Florida
$18.2M -$1.17M -9,923 -6%
AWCI
82
Alpine Woods Capital Investors
New York
$18.1M +$496K +4,200 +3%
MWNA
83
Marshall Wace North America
New York
$17.5M +$16.7M +141,016 New
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$17.4M +$379K +3,205 +2%
Principal Financial Group
85
Principal Financial Group
Iowa
$17.4M +$569K +4,817 +4%
CS
86
Credit Suisse
Switzerland
$16.9M +$1.03M +8,709 +7%
TC
87
Tavio Capital
New York
$16.8M +$16M +135,021 New
HCM
88
Highbridge Capital Management
New York
$16M -$15.5M -131,393 -50%
GIA
89
Gateway Investment Advisers
Ohio
$15.5M -$1.07M -9,083 -7%
Retirement Systems of Alabama
90
Retirement Systems of Alabama
Alabama
$15.4M +$79.2K +670 +0.5%
Balyasny Asset Management
91
Balyasny Asset Management
Illinois
$15.4M +$12.3M +104,417 +544%
TCG
92
Tremblant Capital Group
Florida
$15.3M +$14.5M +123,101 New
ClearBridge Investments
93
ClearBridge Investments
New York
$15.1M +$2.25M +19,061 +19%
PPA
94
Parametric Portfolio Associates
Washington
$14.6M -$197K -1,667 -1%
Capital Fund Management (CFM)
95
Capital Fund Management (CFM)
France
$14.3M +$2.79M +23,578 +26%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.1M +$2.93M +24,775 +28%
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$13.9M -$631K -5,337 -5%
Hudson Bay Capital Management
98
Hudson Bay Capital Management
Connecticut
$13.6M +$13M +109,644 New
Point72 Asset Management
99
Point72 Asset Management
Connecticut
$13.5M +$12.9M +108,830 New
PCMF
100
Private Capital Management (Florida)
Florida
$13.4M -$150K -1,269 -1%

UHS Hedge Fund Activity: Q1 2017 in Review

439 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q1 2017, worth a combined $10.4B — up 18% from $8.8B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new UHS positions and 49 closed out — a net gain of 13 holders — while 153 added to existing stakes and 170 trimmed.

The largest buyer was BlackRock, adding an estimated $756M. The largest seller was Maverick Capital, cutting an estimated $139M.

  • 439 institutional investors held Universal Health Services (UHS) as of Q1 2017, up from 433 in Q4 2016.
  • Funds reported $10.4B of Universal Health Services stock for Q1 2017, up 18% quarter-over-quarter.
  • 62 funds opened new Universal Health Services positions in Q1 2017 and 49 closed out, a net change of +13 holders.
  • The largest Universal Health Services buyer in Q1 2017 was BlackRock, an estimated $756M added.
  • The largest Universal Health Services seller in Q1 2017 was Maverick Capital, an estimated $139M sold.

Based on aggregated 13F filings for Q1 2017.