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Universal Health Services

391 hedge funds and large institutions have $9.17B invested in Universal Health Services in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 147 increasing their positions, 151 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.6% more ownership

Funds ownership: 92.95%93.55% (+0.6%)

3% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 151

9% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $20.5M

4% less funds holding

Funds holding: 408391 (-17)

10% less capital invested

Capital invested by funds: $10.1B → $9.17B (-$979M)

26% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 53

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
391
Holders Change
-17
Holders Change %
-4.17%
% of All Funds
9.75%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.17%
New
39
Increased
147
Reduced
151
Closed
53
Calls
$18.6M
Puts
$20.5M
Net Calls
-$1.9M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
Aperio Group
California
$4.96M +$1.34M +11,862 +36%
KBC Group
127
KBC Group
Belgium
$4.84M +$142K +1,257 +3%
Retirement Systems of Alabama
128
Retirement Systems of Alabama
Alabama
$4.76M -$9.14M -81,149 -65%
PP
129
Pegasus Partners
Wisconsin
$4.72M +$1.01M +8,943 +27%
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$4.64M -$143K -1,269 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
131
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.38M +$78.8K +700 +2%
CL
132
Croft-Leominster
Maryland
$4.29M -$36.1K -321 -0.8%
Citigroup
133
Citigroup
New York
$4.02M +$1.15M +10,196 +39%
SLG
134
Stanley-Laman Group
Pennsylvania
$3.99M +$449K +3,987 +12%
Hudson Bay Capital Management
135
Hudson Bay Capital Management
Connecticut
$3.88M +$3.94M +35,000 New
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$3.87M +$259K +2,300 +7%
Toronto Dominion Bank
137
Toronto Dominion Bank
Ontario, Canada
$3.72M +$369K +3,274 +11%
EAM
138
Eagle Asset Management
Florida
$3.64M -$634K -5,635 -15%
NA
139
Neuburgh Advisers
California
$3.61M +$716K +6,358 +24%
Nomura Asset Management
140
Nomura Asset Management
Japan
$3.53M +$2.24M +19,930 +167%
HIMCH
141
Hartford Investment Management Co (HIMCO)
Connecticut
$3.52M -$52K -462 -1%
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.51M -$521K -4,628 -13%
NI
143
Nuance Investments
Missouri
$3.43M +$3.48M +30,952 New
Mirae Asset Global Investments
144
Mirae Asset Global Investments
South Korea
$3.38M +$677K +6,016 +25%
OAM
145
Oppenheimer Asset Management
New York
$3.25M -$88.3K -784 -3%
US Bancorp
146
US Bancorp
Minnesota
$3.05M -$367K -3,262 -11%
FQ
147
First Quadrant
California
$3M -$3.75M -33,278 -55%
O
148
OppenheimerFunds
New York
$2.99M +$1.77M +15,716 +140%
SOMRS
149
State of Michigan Retirement System
Michigan
$2.98M -$281K -2,500 -9%
FCM
150
Flinton Capital Management
Pennsylvania
$2.98M +$589K +5,236 +24%

UHS Hedge Fund Activity: Q3 2017 in Review

391 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q3 2017, worth a combined $9.17B — down 9.6% from $10.1B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of UHS and 39 opened new positions — a net loss of 14 holders — while 151 trimmed existing stakes and 147 added.

The largest buyer was Wellington Management Group, adding an estimated $92.5M. The largest seller was PFM Health Sciences, exiting entirely with an estimated $91.1M sold.

  • 391 institutional investors held Universal Health Services (UHS) as of Q3 2017, down from 408 in Q2 2017.
  • Funds reported $9.17B of Universal Health Services stock for Q3 2017, down 9.6% quarter-over-quarter.
  • 39 funds opened new Universal Health Services positions in Q3 2017 and 53 closed out, a net change of -14 holders.
  • The largest Universal Health Services buyer in Q3 2017 was Wellington Management Group, an estimated $92.5M added.
  • The largest Universal Health Services seller in Q3 2017 was PFM Health Sciences, an estimated $91.1M sold.

Based on aggregated 13F filings for Q3 2017.