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Universal Health Services

462 hedge funds and large institutions have $12.2B invested in Universal Health Services in 2015 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 166 increasing their positions, 180 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 918 (+9)

61% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 38

22% more capital invested

Capital invested by funds: $9.93B → $12.2B (+$2.23B)

14% more call options, than puts

Call options by funds: $72.1M | Put options by funds: $63.2M

4% more funds holding

Funds holding: 446462 (+16)

1.05% more ownership

Funds ownership: 92.43%93.48% (+1%)

8% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 180

Holders
462
Holders Change
+16
Holders Change %
+3.59%
% of All Funds
12.45%
Holding in Top 10
18
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+100%
% of All Funds
0.49%
New
61
Increased
166
Reduced
180
Closed
38
Calls
$72.1M
Puts
$63.2M
Net Calls
+$8.91M
Net Calls Change
+$2.23M
Name Holding Trade Value Shares
Change
Change in
Stake
QCMC
126
Quantum Capital Management (California)
California
$14.8M +$12.6M +100,529 +2,825%
NC
127
Nicholas Company
Wisconsin
$14.7M -$362K -2,890 -3%
State of Wisconsin Investment Board
128
State of Wisconsin Investment Board
Wisconsin
$14.4M +$377K +3,010 +3%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$14.4M -$14.9M -118,903 -54%
RP
130
Reinhart Partners
Wisconsin
$14.3M -$214K -1,706 -2%
ZIM
131
Zacks Investment Management
Illinois
$13.9M -$47.5K -379 -0.4%
CCM
132
Catapult Capital Management
New York
$12.8M +$5.01M +40,000 +80%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$12.8M -$1.72M -13,724 -13%
MFBTD
134
MB Financial Bank - Trust Department
Illinois
$12.6M +$577K +4,604 +5%
NI
135
Numeric Investors
Massachusetts
$12.2M +$9.97M +79,600 +1,263%
AI
136
Axiom Investors
Connecticut
$12.2M +$10.7M +85,600 New
TCM
137
Tygh Capital Management
Oregon
$11.2M +$37.9K +303 +0.4%
ECM
138
Endurant Capital Management
California
$11.2M +$5.72M +45,700 +139%
Macquarie Group
139
Macquarie Group
Australia
$10.7M
Barclays
140
Barclays
United Kingdom
$10.5M -$368K -2,938 -4%
Chevy Chase Trust
141
Chevy Chase Trust
Maryland
$10.4M +$108K +862 +1%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$10.3M +$1.11M +8,832 +14%
CS
143
Candriam SCA
Luxembourg
$10.1M +$1.39M +11,101 +18%
GHA
144
GW Henssler & Associates
Georgia
$10.1M -$3.91M -31,203 -30%
Ameriprise
145
Ameriprise
Minnesota
$10.1M -$4.92M -39,270 -36%
LG
146
Leuthold Group
Minnesota
$10M +$423K +3,380 +5%
CC
147
Carlson Capital
Texas
$10M +$8.82M +70,400 New
Canada Pension Plan Investment Board
148
Canada Pension Plan Investment Board
Ontario, Canada
$9.89M -$4.52M -36,100 -34%
SAM
149
Sectoral Asset Management
Quebec, Canada
$9.54M +$151K +1,207 +2%
AP
150
AHL Partners
United Kingdom
$9.3M +$1.08M +8,605 +15%

UHS Hedge Fund Activity: Q2 2015 in Review

462 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q2 2015, worth a combined $12.2B — up 22% from $9.93B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new UHS positions and 38 closed out — a net gain of 23 holders — while 166 added to existing stakes and 180 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $153M. The largest seller was T. Rowe Price Associates, cutting an estimated $210M.

  • 462 institutional investors held Universal Health Services (UHS) as of Q2 2015, up from 446 in Q1 2015.
  • Funds reported $12.2B of Universal Health Services stock for Q2 2015, up 22% quarter-over-quarter.
  • 61 funds opened new Universal Health Services positions in Q2 2015 and 38 closed out, a net change of +23 holders.
  • The largest Universal Health Services buyer in Q2 2015 was Viking Global Investors, an estimated $153M added.
  • The largest Universal Health Services seller in Q2 2015 was T. Rowe Price Associates, an estimated $210M sold.

Based on aggregated 13F filings for Q2 2015.