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Universal Health Services

463 hedge funds and large institutions have $12.2B invested in Universal Health Services in 2015 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 179 increasing their positions, 174 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $36.3M | Put options by funds: $29.3M

6% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 52

3% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 174

1% more capital invested

Capital invested by funds: $12.2B → $12.2B (+$90.1M)

0% more funds holding

Funds holding: 462463 (+1)

0.74% less ownership

Funds ownership: 93.48%92.75% (-0.74%)

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
463
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
12.93%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.34%
New
55
Increased
179
Reduced
174
Closed
52
Calls
$36.3M
Puts
$29.3M
Net Calls
+$6.96M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$1.65B -$1.84M -13,248 Closed
Vanguard Group
2
Vanguard Group
Pennsylvania
$957M +$33.3M +239,191 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$809M -$50.3M -361,081 -5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$567M -$5.59M -40,142 -0.9%
State Street
5
State Street
Massachusetts
$464M -$8.16M -58,613 -2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$423M -$5.77M -41,489 -1%
JHIU
7
Janus Henderson Investors US
Colorado
$299M +$41.2M +295,939 +14%
BIT
8
BlackRock Institutional Trust
California
$292M +$1.03M +7,368 +0.3%
Invesco
9
Invesco
Georgia
$224M -$35.6M -255,598 -12%
BFA
10
BlackRock Fund Advisors
California
$215M +$925K +6,643 +0.4%
BA
11
BlackRock Advisors
Delaware
$201M +$9.4M +67,506 +4%
Jennison Associates
12
Jennison Associates
New York
$199M +$20.1M +144,099 +10%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$171M +$34.9M +250,515 +22%
WCM
14
Wedge Capital Management
North Carolina
$153M -$1.49M -10,700 -0.9%
JP Morgan Chase
15
JP Morgan Chase
New York
$147M -$4.54M -32,651 -3%
TCIM
16
TIAA CREF Investment Management
New York
$133M -$1.21M -8,728 -0.8%
BG
17
BlackRock Group
United Kingdom
$130M +$3.4M +24,394 +2%
Northern Trust
18
Northern Trust
Illinois
$130M -$8.25M -59,250 -5%
GCM
19
Glenview Capital Management
New York
$120M -$959K -6,892 -0.7%
Bank of America
20
Bank of America
North Carolina
$118M +$55.4M +398,235 +73%
MC
21
Maverick Capital
Texas
$113M -$15.1M -108,420 -11%
CCM
22
Conatus Capital Management
Connecticut
$113M +$60.5M +434,622 +93%
Norges Bank
23
Norges Bank
Norway
$111M
BIM
24
BlackRock Investment Management
Delaware
$108M -$352K -2,530 -0.3%
Millennium Management
25
Millennium Management
New York
$103M -$38.6M -277,050 -25%

UHS Hedge Fund Activity: Q3 2015 in Review

463 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q3 2015, worth a combined $12.2B — up 0.74% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new UHS positions and 52 closed out — a net gain of 3 holders — while 179 added to existing stakes and 174 trimmed.

The largest buyer was TimesSquare Capital Management, opening a new position worth an estimated $84.6M. The largest seller was Viking Global Investors, exiting entirely with an estimated $173M sold.

  • 463 institutional investors held Universal Health Services (UHS) as of Q3 2015, up from 462 in Q2 2015.
  • Funds reported $12.2B of Universal Health Services stock for Q3 2015, up 0.74% quarter-over-quarter.
  • 55 funds opened new Universal Health Services positions in Q3 2015 and 52 closed out, a net change of +3 holders.
  • The largest Universal Health Services buyer in Q3 2015 was TimesSquare Capital Management, an estimated $84.6M added.
  • The largest Universal Health Services seller in Q3 2015 was Viking Global Investors, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2015.