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Universal Health Services

441 hedge funds and large institutions have $10.2B invested in Universal Health Services in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 149 increasing their positions, 162 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 56

0.31% less ownership

Funds ownership: 95.02%94.72% (-0.31%)

4% less capital invested

Capital invested by funds: $10.6B → $10.2B (-$404M)

8% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 162

9% less call options, than puts

Call options by funds: $23.7M | Put options by funds: $25.9M

1% less funds holding

Funds holding: 447441 (-6)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
441
Holders Change
-6
Holders Change %
-1.34%
% of All Funds
9.58%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
57
Increased
149
Reduced
162
Closed
56
Calls
$23.7M
Puts
$25.9M
Net Calls
-$2.22M
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.2B -$13.2M -105,126 -1%
BlackRock
2
BlackRock
New York
$842M -$8.2M -65,169 -1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$805M -$73.7M -585,557 -9%
State Street
4
State Street
Massachusetts
$489M -$5.86M -46,598 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$465M -$126M -1,000,794 -22%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$393M +$12.9M +102,300 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$247M +$2.56M +20,362 +1%
GCM
8
Glenview Capital Management
New York
$233M -$34.2M -271,414 -13%
WCM
9
Wedge Capital Management
North Carolina
$187M -$1.01M -8,027 -0.6%
APG Asset Management
10
APG Asset Management
Netherlands
$187M +$53.4M +423,960 +35%
Goldman Sachs
11
Goldman Sachs
New York
$185M -$9M -71,513 -5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$170M -$402K -3,191 -0.2%
UBS Group
13
UBS Group
Switzerland
$168M +$14.2M +113,019 +10%
LSV Asset Management
14
LSV Asset Management
Illinois
$163M +$33.6M +266,953 +27%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$154M +$3.38M +26,878 +2%
Northern Trust
16
Northern Trust
Illinois
$142M -$920K -7,307 -0.7%
Wells Fargo
17
Wells Fargo
California
$142M +$16M +127,157 +13%
AQR Capital Management
18
AQR Capital Management
Connecticut
$139M +$36.9M +293,589 +37%
Boston Partners
19
Boston Partners
Massachusetts
$136M +$10.5M +83,245 +9%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$134M -$5.37M -42,688 -4%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$131M -$1.49M -11,863 -1%
American Century Companies
22
American Century Companies
Missouri
$128M +$123M +979,187 New
Norges Bank
23
Norges Bank
Norway
$125M
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$121M -$1.69M -13,423 -1%
MWNA
25
Marshall Wace North America
New York
$98.7M +$1.74M +13,811 +2%

UHS Hedge Fund Activity: Q2 2019 in Review

441 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q2 2019, worth a combined $10.2B — down 3.8% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new UHS positions and 56 closed out — a net gain of 1 holder — while 149 added to existing stakes and 162 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $123M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $156M sold.

  • 441 institutional investors held Universal Health Services (UHS) as of Q2 2019, down from 447 in Q1 2019.
  • Funds reported $10.2B of Universal Health Services stock for Q2 2019, down 3.8% quarter-over-quarter.
  • 57 funds opened new Universal Health Services positions in Q2 2019 and 56 closed out, a net change of +1 holder.
  • The largest Universal Health Services buyer in Q2 2019 was American Century Companies, an estimated $123M added.
  • The largest Universal Health Services seller in Q2 2019 was Epoch Investment Partners, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2019.