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Universal Health Services
UHS

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: 358 → 340 (-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: 10 → 8 (-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

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$37.2M
2
BIM
BlackRock Investment Management
Delaware
+$34.4M
3
Fidelity International
Fidelity International
Bermuda
+$24.9M
4
GAM
Gotham Asset Management
New York
+$22.5M
5
Boston Partners
Boston Partners
Massachusetts
+$21.5M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$39.8M
2
Jennison Associates
Jennison Associates
New York
-$29.4M
3
O
OppenheimerFunds
New York
-$24.3M
4
CCM
Cadian Capital Management
New York
-$22.3M
5
BA
BlackRock Advisors
Delaware
-$22.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
151
HBK Investments
Texas
$4.36M +$4.27M +53,100 New
GACM
152
Green Arrow Capital Management
New York
$4.1M -$4.02M -50,000 -50%
CCM
153
Catapult Capital Management
New York
$4.1M -$2.01M -25,000 -33%
N
154
Nuveen
North Carolina
$4.09M -$20.1M -249,847 -83%
GT
155
Glenmede Trust
Pennsylvania
$3.99M +$2.94M +36,506 +301%
HSBC Holdings
156
HSBC Holdings
United Kingdom
$3.79M +$159K +1,971 +4%
Neuberger Berman Group
157
Neuberger Berman Group
New York
$3.72M +$41K +509 +1%
RSCM
158
Rock Springs Capital Management
Maryland
$3.69M +$1.33M +16,500 +58%
DCM
159
Daruma Capital Management
New York
$3.65M -$97.8K -1,215 -3%
MSA
160
Mason Street Advisors
Wisconsin
$3.5M +$7.24K +90 +0.2%
SOMRS
161
State of Michigan Retirement System
Michigan
$3.46M +$24.1K +300 +0.7%
ACI
162
AMP Capital Investors
Australia
$3.23M +$345K +4,288 +12%
Aviva
163
Aviva
United Kingdom
$3.06M +$185K +2,300 +7%
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$3.04M +$48.3K +600 +2%
PAMU
165
Pictet Asset Management (UK)
United Kingdom
$2.99M +$145K +1,800 +5%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$2.93M +$1.94M +24,060 +206%
U
167
UBS
Switzerland
$2.9M +$1.11M +13,771 +64%
SFP
168
Santa Fe Partners
New Mexico
$2.88M +$40K +497 +1%
SAM
169
Shell Asset Management
Netherlands
$2.84M -$6.76K -84 -0.2%
SCM
170
Saba Capital Management
New York
$2.8M – – –
BGIM
171
Brandywine Global Investment Management
Pennsylvania
$2.75M +$18.5K +230 +0.7%
BNP Paribas Financial Markets
172
BNP Paribas Financial Markets
France
$2.7M +$1.88M +23,307 +241%
FAF
173
Fjarde Ap-fonden
Sweden
$2.69M – – –
MPAM
174
Monarch Partners Asset Management
Massachusetts
$2.65M +$2.6M +32,350 New
SB
175
Suntrust Banks
Georgia
$2.62M +$162K +2,016 +7%
5 6
7
8 9

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.