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Universal Health Services

419 hedge funds and large institutions have $10.3B invested in Universal Health Services in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 180 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% less ownership

Funds ownership: 93.56%93.49% (-0.07%)

1% less call options, than puts

Call options by funds: $12.8M | Put options by funds: $12.9M

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1B)

10% less funds holding

Funds holding: 465419 (-46)

27% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 180

51% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 80

55% less funds holding in top 10

Funds holding in top 10: 115 (-6)

Holders
419
Holders Change
-46
Holders Change %
-9.89%
% of All Funds
11.18%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.13%
New
39
Increased
131
Reduced
180
Closed
80
Calls
$12.8M
Puts
$12.9M
Net Calls
-$147K
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
101
RhumbLine Advisers
Massachusetts
$15.4M +$527K +4,162 +3%
HI
102
HBK Investments
Texas
$14.7M +$7.78M +61,443 +106%
PCMF
103
Private Capital Management (Florida)
Florida
$14.7M -$336K -2,655 -2%
BJ
104
BlackRock Japan
Japan
$14.3M +$150K +1,183 +1%
OAM
105
Origin Asset Management
United Kingdom
$14M
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$14M +$130K +1,027 +0.9%
ERSOT
107
Employees Retirement System of Texas
Texas
$13.7M -$2.66M -21,000 -16%
PAM
108
Panagora Asset Management
Massachusetts
$13.7M -$10.8M -85,546 -43%
Credit Agricole
109
Credit Agricole
France
$12.7M +$5.66M +44,702 +77%
BC
110
Burney Company
Virginia
$12.6M +$489K +3,862 +4%
Ameriprise
111
Ameriprise
Minnesota
$12.5M -$732K -5,783 -5%
Capital Fund Management (CFM)
112
Capital Fund Management (CFM)
France
$12.2M +$9.99M +78,855 +392%
MFBTD
113
MB Financial Bank - Trust Department
Illinois
$11.8M -$110K -870 -0.9%
Morgan Stanley
114
Morgan Stanley
New York
$11.5M -$4.72M -37,285 -29%
NC
115
Nicholas Company
Wisconsin
$11.2M -$17.7K -140 -0.2%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$11.1M +$540K +4,264 +5%
NM
117
Nokota Management
New York
$10.9M +$11.2M +88,800 New
UBS Group
118
UBS Group
Switzerland
$10.9M +$2.04M +16,136 +22%
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.8M -$223K -1,764 -2%
Loomis, Sayles & Company
120
Loomis, Sayles & Company
Massachusetts
$10.8M -$3.07M -24,234 -22%
State of Wisconsin Investment Board
121
State of Wisconsin Investment Board
Wisconsin
$10.6M -$279K -2,200 -2%
AWCI
122
Alpine Woods Capital Investors
New York
$10.4M +$1.52M +12,000 +17%
Canada Pension Plan Investment Board
123
Canada Pension Plan Investment Board
Ontario, Canada
$9.92M -$101K -800 -1%
BGIM
124
Brandywine Global Investment Management
Pennsylvania
$9.91M -$282K -2,224 -3%
CG
125
Colony Group
Massachusetts
$9.91M -$584K -4,610 -5%

UHS Hedge Fund Activity: Q3 2016 in Review

419 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q3 2016, worth a combined $10.3B — down 8.9% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of UHS and 39 opened new positions — a net loss of 41 holders — while 180 trimmed existing stakes and 131 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $244M. The largest seller was Wellington Management Group, cutting an estimated $115M.

  • 419 institutional investors held Universal Health Services (UHS) as of Q3 2016, down from 465 in Q2 2016.
  • Funds reported $10.3B of Universal Health Services stock for Q3 2016, down 8.9% quarter-over-quarter.
  • 39 funds opened new Universal Health Services positions in Q3 2016 and 80 closed out, a net change of -41 holders.
  • The largest Universal Health Services buyer in Q3 2016 was Viking Global Investors, an estimated $244M added.
  • The largest Universal Health Services seller in Q3 2016 was Wellington Management Group, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2016.