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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
QIM
201
Quantitative Investment Management
Virginia
$3M +$1.24M +11,000 +84%
Los Angeles Capital Management
202
Los Angeles Capital Management
California
$2.96M -$1.16M -10,285 -30%
CL
203
Croft-Leominster
Maryland
$2.95M
HIMCH
204
Hartford Investment Management Co (HIMCO)
Connecticut
$2.89M -$19.5K -173 -0.7%
AIM
205
Artemis Investment Management
United Kingdom
$2.86M +$971K +8,638 +60%
Lazard Asset Management
206
Lazard Asset Management
New York
$2.83M +$1.64M +14,561 +180%
Natixis Advisors
207
Natixis Advisors
Massachusetts
$2.82M +$59.7K +531 +2%
EIM
208
ExxonMobil Investment Management
Texas
$2.75M +$176K +1,568 +8%
Robeco Institutional Asset Management
209
Robeco Institutional Asset Management
Netherlands
$2.73M +$89.9K +799 +4%
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$2.66M -$132K -1,173 -5%
PFM
211
Premier Fund Managers
United Kingdom
$2.63M +$337K +3,000 +17%
FAF
212
Fjarde Ap-fonden
Sweden
$2.61M +$280K +2,494 +14%
Grantham, Mayo, Van Otterloo & Co (GMO)
213
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.58M +$540K +4,800 +30%
RIL
214
Rothschild Investment LLC
Illinois
$2.49M
Point72 Asset Management
215
Point72 Asset Management
Connecticut
$2.47M -$56.2K -500 -2%
CCMH
216
Cornerstone Capital Management Holdings
New York
$2.44M -$3.14M -27,959 -59%
RJA
217
Raymond James & Associates
Florida
$2.42M +$107K +950 +5%
ProShare Advisors
218
ProShare Advisors
Maryland
$2.4M -$672K -5,975 -24%
LPL Financial
219
LPL Financial
California
$2.34M +$2.15M +19,092 New
DC
220
Deere & Company
Illinois
$2.29M +$506K +4,501 +32%
SAM
221
Symphony Asset Management
California
$2.28M -$739K -6,574 -26%
Federated Hermes
222
Federated Hermes
Pennsylvania
$2.26M +$1.2M +10,709 +144%
TI
223
Trexquant Investment
Connecticut
$2.15M -$810K -7,200 -30%
AG
224
Aperio Group
California
$2.13M +$547K +4,864 +40%
Envestnet Asset Management
225
Envestnet Asset Management
Illinois
$2.12M -$68.1K -606 -3%

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.