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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
ERSOT
126
Employees Retirement System of Texas
Texas
$6.81M
Renaissance Technologies
127
Renaissance Technologies
New York
$6.71M +$6.58M +81,800 New
TA
128
Teton Advisors
New York
$6.65M +$16.2K +201 +0.2%
MLICM
129
Metropolitan Life Insurance Company (MetLife)
New York
$6.35M +$134K +1,668 +2%
LMGAM
130
Liberty Mutual Group Asset Management
Massachusetts
$6.22M +$365K +4,539 +6%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$6.22M -$1.1M -13,624 -15%
Macquarie Group
132
Macquarie Group
Australia
$6.15M -$21.6M -268,133 -78%
WRF
133
Waddell & Reed Financial
Kansas
$6.01M +$32.2K +400 +0.5%
Stifel Financial
134
Stifel Financial
Missouri
$5.88M +$5.77M +71,670 New
State of Tennessee, Department of Treasury
135
State of Tennessee, Department of Treasury
Tennessee
$5.84M -$2.8M -34,800 -33%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$5.78M +$149K +1,850 +3%
TI
137
Turner Investments
Pennsylvania
$5.42M -$1.94M -24,107 -27%
SGH
138
Sivik Global Healthcare
Connecticut
$5.33M +$724K +9,000 +16%
AAF
139
Andra AP-fonden
Sweden
$5.26M
TRSOTSOK
140
Teachers Retirement System of the State of Kentucky
Kentucky
$4.96M -$186K -2,305 -4%
Canada Life
141
Canada Life
Manitoba, Canada
$4.95M +$39.2K +487 +0.8%
CCM
142
Century Capital Management
Massachusetts
$4.91M -$5.69M -70,698 -54%
KCM
143
Kingdon Capital Management
New York
$4.87M +$402K +5,000 +9%
USAA
144
United Services Automobile Association
Texas
$4.78M -$290K -3,600 -6%
ASRS
145
Arizona State Retirement System
Arizona
$4.68M -$411K -5,100 -8%
KCM
146
KeyPoint Capital Management
Texas
$4.61M +$4.52M +56,200 New
Korea Investment Corp
147
Korea Investment Corp
South Korea
$4.57M +$2.58M +32,000 +135%
MOACM
148
Mutual of America Capital Management
New York
$4.53M -$122K -1,511 -3%
PI
149
PineBridge Investments
New York
$4.47M +$3.8M +47,211 +647%
RJA
150
Raymond James & Associates
Florida
$4.4M +$25.8K +321 +0.6%

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.