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Universal Health Services

447 hedge funds and large institutions have $10.6B invested in Universal Health Services in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 141 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 37

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more capital invested

Capital invested by funds: $9.55B → $10.6B (+$1.05B)

4% more funds holding

Funds holding: 431447 (+16)

2% less call options, than puts

Call options by funds: $19.4M | Put options by funds: $19.7M

2.16% less ownership

Funds ownership: 97.18%95.02% (-2.2%)

22% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 180

Holders
447
Holders Change
+16
Holders Change %
+3.71%
% of All Funds
9.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
56
Increased
141
Reduced
180
Closed
37
Calls
$19.4M
Puts
$19.7M
Net Calls
-$295K
Net Calls Change
-$253M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.24B +$5.56M +42,251 +0.5%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$904M -$85.4M -648,524 -9%
BlackRock
3
BlackRock
New York
$872M +$6.3M +47,844 +0.7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$610M -$80.9M -614,420 -12%
State Street
5
State Street
Massachusetts
$508M +$14.9M +113,435 +3%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$390M -$3.59M -27,249 -0.9%
GCM
7
Glenview Capital Management
New York
$275M +$12.6M +95,577 +5%
JP Morgan Chase
8
JP Morgan Chase
New York
$255M -$320M -2,432,006 -56%
Goldman Sachs
9
Goldman Sachs
New York
$199M +$90.4M +686,916 +86%
WCM
10
Wedge Capital Management
North Carolina
$193M -$4.32M -32,827 -2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$174M -$890K -6,759 -0.5%
UBS Group
12
UBS Group
Switzerland
$157M -$7.2M -54,680 -4%
EIP
13
Epoch Investment Partners
New York
$156M -$11.3M -85,568 -7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$155M -$2.84M -21,536 -2%
Northern Trust
15
Northern Trust
Illinois
$147M +$6.5M +49,356 +5%
APG Asset Management
16
APG Asset Management
Netherlands
$144M -$34.8M -264,660 -18%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$143M -$1.33M -10,065 -0.9%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$136M +$9.67M +73,461 +8%
LSV Asset Management
19
LSV Asset Management
Illinois
$132M +$99M +751,959 +325%
Wells Fargo
20
Wells Fargo
California
$129M -$50.1M -380,672 -28%
Norges Bank
21
Norges Bank
Norway
$129M
Boston Partners
22
Boston Partners
Massachusetts
$128M +$3.5M +26,547 +3%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$126M +$40.8M +310,062 +49%
AQR Capital Management
24
AQR Capital Management
Connecticut
$106M +$19.1M +144,685 +22%
MWNA
25
Marshall Wace North America
New York
$99.4M +$61.2M +464,789 +167%

UHS Hedge Fund Activity: Q1 2019 in Review

447 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q1 2019, worth a combined $10.6B — up 11% from $9.55B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new UHS positions and 37 closed out — a net gain of 19 holders — while 141 added to existing stakes and 180 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $99M. The largest seller was JP Morgan Chase, cutting an estimated $320M.

  • 447 institutional investors held Universal Health Services (UHS) as of Q1 2019, up from 431 in Q4 2018.
  • Funds reported $10.6B of Universal Health Services stock for Q1 2019, up 11% quarter-over-quarter.
  • 56 funds opened new Universal Health Services positions in Q1 2019 and 37 closed out, a net change of +19 holders.
  • The largest Universal Health Services buyer in Q1 2019 was LSV Asset Management, an estimated $99M added.
  • The largest Universal Health Services seller in Q1 2019 was JP Morgan Chase, an estimated $320M sold.

Based on aggregated 13F filings for Q1 2019.