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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$999M +$17.5M +155,739 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$681M -$27.7M -246,130 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$510M +$10.3M +91,663 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$474M +$42.9M +381,683 +11%
State Street
5
State Street
Massachusetts
$450M -$15.2M -135,425 -4%
JHIU
6
Janus Henderson Investors US
Colorado
$346M -$8M -71,174 -3%
BIT
7
BlackRock Institutional Trust
California
$296M +$5.17M +45,981 +2%
Invesco
8
Invesco
Georgia
$212M -$4.78M -42,538 -2%
BFA
9
BlackRock Fund Advisors
California
$204M -$4M -35,564 -2%
JP Morgan Chase
10
JP Morgan Chase
New York
$191M +$18.8M +167,430 +12%
WCM
11
Wedge Capital Management
North Carolina
$185M +$7M +62,271 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$183M +$2.54M +22,579 +2%
Jennison Associates
13
Jennison Associates
New York
$178M -$19.2M -170,674 -11%
FPP
14
Findlay Park Partners
United Kingdom
$170M +$56.6M +503,247 +59%
AQR Capital Management
15
AQR Capital Management
Connecticut
$130M +$18.2M +161,701 +18%
BA
16
BlackRock Advisors
Delaware
$128M -$30.6M -272,513 -21%
Norges Bank
17
Norges Bank
Norway
$121M +$6.61M +58,743 +6%
Northern Trust
18
Northern Trust
Illinois
$121M -$293K -2,604 -0.3%
MC
19
Maverick Capital
Texas
$121M +$19.2M +170,712 +21%
TCIM
20
TIAA CREF Investment Management
New York
$112M -$14.5M -129,107 -13%
CCM
21
Conatus Capital Management
Connecticut
$106M -$8.18M -72,747 -8%
BG
22
BlackRock Group
United Kingdom
$105M -$13.1M -116,334 -12%
TCM
23
TimesSquare Capital Management
New York
$95.2M +$4.25M +37,800 +5%
Marshall Wace
24
Marshall Wace
United Kingdom
$94.5M +$54M +480,562 +173%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$89.7M +$2.27M +20,190 +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.