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Universal Health Services

309 hedge funds and large institutions have $6.46B invested in Universal Health Services in 2013 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 109 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 39

13% more capital invested

Capital invested by funds: $5.71B → $6.46B (+$749M)

11% more call options, than puts

Call options by funds: $26M | Put options by funds: $23.5M

1% more funds holding

Funds holding: 305309 (+4)

4% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 109

0.42% more ownership

Funds ownership: 94.5%94.92% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
309
Holders Change
+4
Holders Change %
+1.31%
% of All Funds
10.02%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
45
Increased
113
Reduced
109
Closed
39
Calls
$26M
Puts
$23.5M
Net Calls
+$2.49M
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
126
PAR Capital Management
Massachusetts
$5.77M -$17.8M -254,600 -77%
MLICM
127
Metropolitan Life Insurance Company (MetLife)
New York
$5.65M +$69.5K +996 +1%
Barclays
128
Barclays
United Kingdom
$5.6M +$1.06M +15,253 +25%
WRF
129
Waddell & Reed Financial
Kansas
$5.41M +$41.9K +600 +0.8%
ARC
130
Absolute Return Capital
Massachusetts
$5.4M +$4.26M +61,081 +557%
GHA
131
GW Henssler & Associates
Georgia
$5.36M +$354K +5,078 +8%
SCM
132
Saba Capital Management
New York
$5.28M
CCM
133
Catapult Capital Management
New York
$5.25M +$4.88M +70,000 New
ASRS
134
Arizona State Retirement System
Arizona
$5.2M -$83.7K -1,200 -2%
UBS AM
135
UBS AM
Illinois
$5.12M +$14K +200 +0.3%
State of Wisconsin Investment Board
136
State of Wisconsin Investment Board
Wisconsin
$5M -$361K -5,170 -7%
FQ
137
First Quadrant
California
$4.86M
EA
138
Emerald Advisers
Pennsylvania
$4.37M +$49.9K +715 +1%
TRSOTSOK
139
Teachers Retirement System of the State of Kentucky
Kentucky
$4.37M +$595K +8,534 +17%
Canada Life
140
Canada Life
Manitoba, Canada
$4.25M +$2.36M +33,777 +147%
RJA
141
Raymond James & Associates
Florida
$4.17M +$113K +1,614 +3%
MOACM
142
Mutual of America Capital Management
New York
$4.05M +$51.8K +743 +1%
SG Americas Securities
143
SG Americas Securities
New York
$4.05M +$3.26M +46,731 +645%
DCM
144
Daruma Capital Management
New York
$3.44M +$338K +4,839 +12%
Neuberger Berman Group
145
Neuberger Berman Group
New York
$3.38M -$164K -2,350 -5%
MSA
146
Mason Street Advisors
Wisconsin
$3.22M -$3.54M -50,710 -54%
Canada Pension Plan Investment Board
147
Canada Pension Plan Investment Board
Ontario, Canada
$3.17M +$2.95M +42,300 New
SOMRS
148
State of Michigan Retirement System
Michigan
$3.12M +$41.9K +600 +1%
PCM
149
Penn Capital Management
Pennsylvania
$3.06M -$100K -1,435 -3%
HSBC Holdings
150
HSBC Holdings
United Kingdom
$3.05M +$811K +11,623 +40%

UHS Hedge Fund Activity: Q3 2013 in Review

309 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q3 2013, worth a combined $6.46B — up 13% from $5.71B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new UHS positions and 39 closed out — a net gain of 6 holders — while 113 added to existing stakes and 109 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $110M. The largest seller was Antipodean Advisors, exiting entirely with an estimated $42.8M sold.

  • 309 institutional investors held Universal Health Services (UHS) as of Q3 2013, up from 305 in Q2 2013.
  • Funds reported $6.46B of Universal Health Services stock for Q3 2013, up 13% quarter-over-quarter.
  • 45 funds opened new Universal Health Services positions in Q3 2013 and 39 closed out, a net change of +6 holders.
  • The largest Universal Health Services buyer in Q3 2013 was Wellington Management Group, an estimated $110M added.
  • The largest Universal Health Services seller in Q3 2013 was Antipodean Advisors, an estimated $42.8M sold.

Based on aggregated 13F filings for Q3 2013.