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Universal Health Services

449 hedge funds and large institutions have $10.3B invested in Universal Health Services in 2016 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 173 increasing their positions, 170 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

2.51% more ownership

Funds ownership: 92.31%94.82% (+2.5%)

2% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 170

6% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 51

1% less funds holding

Funds holding: 455449 (-6)

12% less capital invested

Capital invested by funds: $11.6B → $10.3B (-$1.36B)

17% less call options, than puts

Call options by funds: $17.2M | Put options by funds: $20.6M

Holders
449
Holders Change
-6
Holders Change %
-1.32%
% of All Funds
11.96%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.29%
New
48
Increased
173
Reduced
170
Closed
51
Calls
$17.2M
Puts
$20.6M
Net Calls
-$3.47M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
126
Nicholas Company
Wisconsin
$11.3M +$51.2K +455 +0.5%
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3M -$7.65K -68 -0.1%
State of New Jersey Common Pension Fund D
128
State of New Jersey Common Pension Fund D
New Jersey
$11.2M
SAM
129
Senzar Asset Management
New York
$11.2M -$5.14M -45,700 -34%
Ameriprise
130
Ameriprise
Minnesota
$11.1M +$1.68M +14,963 +20%
RCM
131
Riverhead Capital Management
Delaware
$11M -$2.85M -25,337 -22%
Capital Fund Management (CFM)
132
Capital Fund Management (CFM)
France
$10.8M -$2.6M -23,096 -21%
CG
133
Colony Group
Massachusetts
$10.7M +$62.4K +555 +0.7%
BGIM
134
Brandywine Global Investment Management
Pennsylvania
$10.6M -$101K -900 -1%
UBS Group
135
UBS Group
Switzerland
$10.2M -$8.41M -74,827 -48%
Fidelity International
136
Fidelity International
Bermuda
$10.1M +$9.15M +81,361 New
Morgan Stanley
137
Morgan Stanley
New York
$9.83M -$3.85M -34,226 -30%
Chevy Chase Trust
138
Chevy Chase Trust
Maryland
$9.61M +$292K +2,593 +3%
Macquarie Group
139
Macquarie Group
Australia
$9.54M -$16.9K -150 -0.2%
SGH
140
Sivik Global Healthcare
Connecticut
$9.35M +$1.12M +10,000 +15%
Comerica Bank
141
Comerica Bank
Texas
$9.29M -$171K -1,521 -2%
AWCI
142
Alpine Woods Capital Investors
New York
$9.07M +$11.2K +100 +0.1%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$8.96M +$437K +3,888 +6%
Axa
144
Axa
France
$8.61M +$493K +4,381 +7%
BCIM
145
British Columbia Investment Management
British Columbia, Canada
$8.35M +$885K +7,867 +13%
Korea Investment Corp
146
Korea Investment Corp
South Korea
$8.06M +$3.14M +27,900 +76%
National Pension Service
147
National Pension Service
South Korea
$7.48M +$296K +2,630 +5%
CIC
148
Cornercap Investment Counsel
Georgia
$7.12M +$2.66M +23,665 +71%
VRS
149
Virginia Retirement System
Virginia
$7.06M +$6.36M +56,579 New
PC
150
Paulson & Co
New York
$6.74M +$6.07M +54,000 New

UHS Hedge Fund Activity: Q1 2016 in Review

449 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q1 2016, worth a combined $10.3B — down 12% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of UHS and 48 opened new positions — a net loss of 3 holders — while 170 trimmed existing stakes and 173 added.

The largest buyer was Royal London Asset Management, adding an estimated $305M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $145M sold.

  • 449 institutional investors held Universal Health Services (UHS) as of Q1 2016, down from 455 in Q4 2015.
  • Funds reported $10.3B of Universal Health Services stock for Q1 2016, down 12% quarter-over-quarter.
  • 48 funds opened new Universal Health Services positions in Q1 2016 and 51 closed out, a net change of -3 holders.
  • The largest Universal Health Services buyer in Q1 2016 was Royal London Asset Management, an estimated $305M added.
  • The largest Universal Health Services seller in Q1 2016 was Glenview Capital Management, an estimated $145M sold.

Based on aggregated 13F filings for Q1 2016.