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Universal Health Services

309 hedge funds and large institutions have $6.46B invested in Universal Health Services in 2013 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 109 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 39

13% more capital invested

Capital invested by funds: $5.71B → $6.46B (+$749M)

11% more call options, than puts

Call options by funds: $26M | Put options by funds: $23.5M

1% more funds holding

Funds holding: 305309 (+4)

4% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 109

0.42% more ownership

Funds ownership: 94.5%94.92% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
309
Holders Change
+4
Holders Change %
+1.31%
% of All Funds
10.02%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
45
Increased
113
Reduced
109
Closed
39
Calls
$26M
Puts
$23.5M
Net Calls
+$2.49M
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$508M +$110M +1,576,233 +30%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$413M +$363K +5,200 +0.1%
Jennison Associates
3
Jennison Associates
New York
$359M -$11.7M -167,548 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$350M +$10.1M +144,543 +3%
BA
5
BlackRock Advisors
Delaware
$311M -$38.5M -552,466 -12%
Viking Global Investors
6
Viking Global Investors
Connecticut
$303M +$18.6M +266,400 +7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$242M +$2.26M +32,444 +1%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$232M +$49.6M +710,402 +30%
State Street
9
State Street
Massachusetts
$223M +$26.1M +374,082 +14%
Invesco
10
Invesco
Georgia
$197M -$11.9M -170,619 -6%
BFA
11
BlackRock Fund Advisors
California
$179M +$11.8M +169,138 +8%
BIT
12
BlackRock Institutional Trust
California
$176M -$4.18M -59,919 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$126M -$6.48M -92,854 -5%
O
14
OppenheimerFunds
New York
$116M +$50.1M +718,770 +87%
BG
15
BlackRock Group
United Kingdom
$99.6M +$566K +8,118 +0.6%
WA
16
Westport Advisers
Connecticut
$78.6M -$1.65M -23,614 -2%
AllianceBernstein
17
AllianceBernstein
Tennessee
$75.4M -$883K -12,651 -1%
HCM
18
Highline Capital Management
New York
$69.9M -$6.71M -96,200 -9%
Ameriprise
19
Ameriprise
Minnesota
$61.6M -$38.4M -550,869 -40%
HCM
20
Hoplite Capital Management
New York
$61.6M +$4.94M +70,854 +9%
Norges Bank
21
Norges Bank
Norway
$59M +$1.03M +14,760 +2%
Axa
22
Axa
France
$56.1M +$5.46M +78,326 +12%
NMVA
23
New Mountain Vantage Advisers
New York
$55.5M +$6.18M +88,600 +14%
Cohen & Steers
24
Cohen & Steers
New York
$52.8M +$1.3M +18,600 +3%
Northern Trust
25
Northern Trust
Illinois
$52.7M +$619K +8,869 +1%

UHS Hedge Fund Activity: Q3 2013 in Review

309 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q3 2013, worth a combined $6.46B — up 13% from $5.71B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new UHS positions and 39 closed out — a net gain of 6 holders — while 113 added to existing stakes and 109 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $110M. The largest seller was Antipodean Advisors, exiting entirely with an estimated $42.8M sold.

  • 309 institutional investors held Universal Health Services (UHS) as of Q3 2013, up from 305 in Q2 2013.
  • Funds reported $6.46B of Universal Health Services stock for Q3 2013, up 13% quarter-over-quarter.
  • 45 funds opened new Universal Health Services positions in Q3 2013 and 39 closed out, a net change of +6 holders.
  • The largest Universal Health Services buyer in Q3 2013 was Wellington Management Group, an estimated $110M added.
  • The largest Universal Health Services seller in Q3 2013 was Antipodean Advisors, an estimated $42.8M sold.

Based on aggregated 13F filings for Q3 2013.