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Universal Health Services

358 hedge funds and large institutions have $6.95B invested in Universal Health Services in 2013 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 115 increasing their positions, 128 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

16% more funds holding

Funds holding: 309358 (+49)

12% more call options, than puts

Call options by funds: $27.2M | Put options by funds: $24.4M

8% more capital invested

Capital invested by funds: $6.46B → $6.95B (+$493M)

0.66% less ownership

Funds ownership: 94.92%94.25% (-0.66%)

10% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 128

Holders
358
Holders Change
+49
Holders Change %
+15.86%
% of All Funds
10.39%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.29%
New
76
Increased
115
Reduced
128
Closed
26
Calls
$27.2M
Puts
$24.4M
Net Calls
+$2.84M
Net Calls Change
+$346K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$588M +$37.1M +463,832 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$414M +$34.2M +428,334 +9%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$400M -$46.3M -580,100 -11%
Jennison Associates
4
Jennison Associates
New York
$334M -$53.4M -668,673 -14%
BA
5
BlackRock Advisors
Delaware
$306M -$30M -376,035 -9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$255M -$6.68M -83,633 -3%
Viking Global Investors
7
Viking Global Investors
Connecticut
$245M -$82.9M -1,037,016 -26%
State Street
8
State Street
Massachusetts
$234M -$7.96M -99,663 -3%
BFA
9
BlackRock Fund Advisors
California
$228M +$32.6M +407,741 +17%
BIT
10
BlackRock Institutional Trust
California
$203M +$11.9M +148,610 +6%
Invesco
11
Invesco
Georgia
$198M -$14.7M -183,653 -7%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$193M -$57.3M -716,942 -23%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$147M +$10.5M +131,665 +8%
O
14
OppenheimerFunds
New York
$133M +$7.31M +91,510 +6%
BG
15
BlackRock Group
United Kingdom
$117M +$8.85M +110,781 +8%
SFM
16
Systematic Financial Management
New Jersey
$87.4M +$86M +1,075,889 New
Northern Trust
17
Northern Trust
Illinois
$81.3M +$23.8M +298,236 +42%
HCM
18
Highline Capital Management
New York
$77.1M +$1.35M +16,900 +2%
WA
19
Westport Advisers
Connecticut
$77M -$8.07M -101,000 -10%
TCIM
20
TIAA CREF Investment Management
New York
$70.6M +$23.1M +288,742 +50%
Norges Bank
21
Norges Bank
Norway
$64.9M +$992K +12,418 +2%
Millennium Management
22
Millennium Management
New York
$63.8M +$43.1M +539,118 +219%
Axa
23
Axa
France
$59.5M -$1.27M -15,900 -2%
Ameriprise
24
Ameriprise
Minnesota
$56M -$10.6M -132,609 -16%
VBA
25
Van Berkom & Associates
Quebec, Canada
$54.5M -$217K -2,717 -0.4%

UHS Hedge Fund Activity: Q4 2013 in Review

358 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q4 2013, worth a combined $6.95B — up 7.6% from $6.46B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new UHS positions and 26 closed out — a net gain of 50 holders — while 115 added to existing stakes and 128 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $86M. The largest seller was Viking Global Investors, cutting an estimated $82.9M.

  • 358 institutional investors held Universal Health Services (UHS) as of Q4 2013, up from 309 in Q3 2013.
  • Funds reported $6.95B of Universal Health Services stock for Q4 2013, up 7.6% quarter-over-quarter.
  • 76 funds opened new Universal Health Services positions in Q4 2013 and 26 closed out, a net change of +50 holders.
  • The largest Universal Health Services buyer in Q4 2013 was Systematic Financial Management, an estimated $86M added.
  • The largest Universal Health Services seller in Q4 2013 was Viking Global Investors, an estimated $82.9M sold.

Based on aggregated 13F filings for Q4 2013.