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Universal Health Services

430 hedge funds and large institutions have $9.6B invested in Universal Health Services in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 135 increasing their positions, 154 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 49

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

19% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $18.2M

7% more funds holding

Funds holding: 401430 (+29)

2% more capital invested

Capital invested by funds: $9.41B → $9.6B (+$190M)

1.35% less ownership

Funds ownership: 94.79%93.44% (-1.3%)

12% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 154

Holders
430
Holders Change
+29
Holders Change %
+7.23%
% of All Funds
9.86%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
83
Increased
135
Reduced
154
Closed
49
Calls
$21.7M
Puts
$18.2M
Net Calls
+$3.47M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.04B -$19.5M -164,218 -2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$875M -$10.7M -90,050 -1%
BlackRock
3
BlackRock
New York
$766M +$15.1M +127,106 +2%
GCM
4
Glenview Capital Management
New York
$482M -$6.63M -55,837 -1%
MC
5
Maverick Capital
Texas
$456M -$189M -1,592,617 -29%
State Street
6
State Street
Massachusetts
$420M -$19.5M -164,157 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$418M -$2.82M -23,765 -0.7%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$302M -$18.5M -155,909 -6%
WCM
9
Wedge Capital Management
North Carolina
$228M +$9.89M +83,298 +5%
JP Morgan Chase
10
JP Morgan Chase
New York
$222M -$10.2M -86,238 -4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$145M +$1.75M +14,756 +1%
UBS Group
12
UBS Group
Switzerland
$139M +$25.6M +215,897 +23%
Wells Fargo
13
Wells Fargo
California
$138M -$19.3M -162,705 -12%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$129M +$12.8M +107,926 +11%
Northern Trust
15
Northern Trust
Illinois
$123M -$1.4M -11,800 -1%
Boston Partners
16
Boston Partners
Massachusetts
$122M -$70.4M -592,610 -37%
EIP
17
Epoch Investment Partners
New York
$110M +$46.4M +390,659 +73%
Norges Bank
18
Norges Bank
Norway
$109M -$5.25M -44,180 -5%
Goldman Sachs
19
Goldman Sachs
New York
$108M -$5.52M -46,516 -5%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$103M -$18.9M -158,876 -15%
SCM
21
Sirios Capital Management
Massachusetts
$103M +$19.7M +165,879 +24%
CCM
22
Camber Capital Management
Massachusetts
$92.4M
O
23
OrbiMed
New York
$91.5M +$71M +598,100 +342%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$89.9M -$161K -1,357 -0.2%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$72.8M +$11.2M +94,018 +18%

UHS Hedge Fund Activity: Q1 2018 in Review

430 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q1 2018, worth a combined $9.6B — up 2% from $9.41B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new UHS positions and 49 closed out — a net gain of 34 holders — while 135 added to existing stakes and 154 trimmed.

The largest buyer was OrbiMed, adding an estimated $71M. The largest seller was Maverick Capital, cutting an estimated $189M.

  • 430 institutional investors held Universal Health Services (UHS) as of Q1 2018, up from 401 in Q4 2017.
  • Funds reported $9.6B of Universal Health Services stock for Q1 2018, up 2% quarter-over-quarter.
  • 83 funds opened new Universal Health Services positions in Q1 2018 and 49 closed out, a net change of +34 holders.
  • The largest Universal Health Services buyer in Q1 2018 was OrbiMed, an estimated $71M added.
  • The largest Universal Health Services seller in Q1 2018 was Maverick Capital, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2018.