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Universal Health Services

428 hedge funds and large institutions have $9.02B invested in Universal Health Services in 2018 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 138 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more call options, than puts

Call options by funds: $47.4M | Put options by funds: $12.5M

29% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 138

1.51% more ownership

Funds ownership: 93.44%94.95% (+1.5%)

4% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 52

0% less funds holding

Funds holding: 430428 (-2)

6% less capital invested

Capital invested by funds: $9.6B → $9.02B (-$586M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
428
Holders Change
-2
Holders Change %
-0.47%
% of All Funds
9.8%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
54
Increased
178
Reduced
138
Closed
52
Calls
$47.4M
Puts
$12.5M
Net Calls
+$34.9M
Net Calls Change
+$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B +$31.6M +269,610 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$820M -$4.09M -34,905 -0.5%
BlackRock
3
BlackRock
New York
$728M +$7.48M +63,817 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$460M +$69.9M +596,965 +17%
State Street
5
State Street
Massachusetts
$389M -$6.92M -59,061 -2%
GCM
6
Glenview Capital Management
New York
$326M -$134M -1,147,625 -28%
MC
7
Maverick Capital
Texas
$315M -$120M -1,027,251 -27%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$278M +$293M +2,497,833 New
JP Morgan Chase
9
JP Morgan Chase
New York
$232M +$24.8M +212,075 +11%
WCM
10
Wedge Capital Management
North Carolina
$213M -$1.96M -16,765 -0.9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$138M +$1.1M +9,418 +0.8%
UBS Group
12
UBS Group
Switzerland
$137M +$6.3M +53,739 +5%
Wells Fargo
13
Wells Fargo
California
$134M +$4.63M +39,531 +3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$123M +$1.08M +9,219 +0.8%
Nordea Investment Management
15
Nordea Investment Management
Sweden
$122M +$58.1M +496,313 +84%
Boston Partners
16
Boston Partners
Massachusetts
$118M +$3.77M +32,152 +3%
Northern Trust
17
Northern Trust
Illinois
$116M +$167K +1,425 +0.1%
Norges Bank
18
Norges Bank
Norway
$103M
CCM
19
Camber Capital Management
Massachusetts
$100M +$14.1M +120,000 +15%
SCM
20
Sirios Capital Management
Massachusetts
$98.1M +$1.48M +12,620 +1%
Goldman Sachs
21
Goldman Sachs
New York
$96.3M -$5.36M -45,721 -5%
Invesco
22
Invesco
Georgia
$85M +$53.3M +455,186 +148%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$83.2M -$1.45M -12,351 -2%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$83M -$14.9M -127,093 -15%
APG Asset Management
25
APG Asset Management
Netherlands
$72M +$70.8M +604,500 +402%

UHS Hedge Fund Activity: Q2 2018 in Review

428 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q2 2018, worth a combined $9.02B — down 6.1% from $9.6B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new UHS positions and 52 closed out — a net gain of 2 holders — while 178 added to existing stakes and 138 trimmed.

The largest buyer was First Eagle Investment Management, opening a new position worth an estimated $293M. The largest seller was Janus Henderson Group, cutting an estimated $226M.

  • 428 institutional investors held Universal Health Services (UHS) as of Q2 2018, down from 430 in Q1 2018.
  • Funds reported $9.02B of Universal Health Services stock for Q2 2018, down 6.1% quarter-over-quarter.
  • 54 funds opened new Universal Health Services positions in Q2 2018 and 52 closed out, a net change of +2 holders.
  • The largest Universal Health Services buyer in Q2 2018 was First Eagle Investment Management, an estimated $293M added.
  • The largest Universal Health Services seller in Q2 2018 was Janus Henderson Group, an estimated $226M sold.

Based on aggregated 13F filings for Q2 2018.