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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
Wellington Management Group
1
Wellington Management Group
Massachusetts
$632M +$37.2M +462,292 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$431M +$12.7M +157,842 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$403M -$1.11M -13,833 -0.3%
Jennison Associates
4
Jennison Associates
New York
$308M -$29.4M -365,728 -9%
BA
5
BlackRock Advisors
Delaware
$287M -$22.1M -274,227 -7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$272M +$14M +173,345 +6%
State Street
7
State Street
Massachusetts
$245M +$9.02M +112,069 +4%
Viking Global Investors
8
Viking Global Investors
Connecticut
$226M -$20.1M -250,091 -8%
BFA
9
BlackRock Fund Advisors
California
$219M -$10.9M -135,897 -5%
BIT
10
BlackRock Institutional Trust
California
$218M +$12.3M +153,369 +6%
Invesco
11
Invesco
Georgia
$204M +$3.68M +45,660 +2%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$179M -$15.6M -194,361 -8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$149M +$655K +8,134 +0.4%
BG
14
BlackRock Group
United Kingdom
$120M +$2.15M +26,678 +2%
O
15
OppenheimerFunds
New York
$110M -$24.3M -301,920 -18%
SFM
16
Systematic Financial Management
New Jersey
$108M +$19.3M +239,522 +22%
TCIM
17
TIAA CREF Investment Management
New York
$90.8M +$19.1M +236,892 +27%
Northern Trust
18
Northern Trust
Illinois
$81.2M -$848K -10,536 -1%
HCM
19
Highline Capital Management
New York
$80.6M +$2.74M +34,000 +4%
Millennium Management
20
Millennium Management
New York
$74.9M +$10.2M +126,358 +16%
BIM
21
BlackRock Investment Management
Delaware
$74.3M +$34.4M +427,946 +90%
WA
22
Westport Advisers
Connecticut
$70.3M -$7.31M -90,774 -10%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$67.4M +$16.4M +203,202 +33%
Norges Bank
24
Norges Bank
Norway
$65.6M – – –
NMVA
25
New Mountain Vantage Advisers
New York
$58.4M +$13.3M +165,715 +30%
1
2 3 4 5

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.