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Universal Health Services

477 hedge funds and large institutions have $10.9B invested in Universal Health Services in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 151 increasing their positions, 183 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 37

3% more funds holding

Funds holding: 462477 (+15)

0.1% less ownership

Funds ownership: 94.54%94.44% (-0.1%)

4% less capital invested

Capital invested by funds: $11.3B → $10.9B (-$479M)

17% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 183

27% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $33.7M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
477
Holders Change
+15
Holders Change %
+3.25%
% of All Funds
9.4%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
65
Increased
151
Reduced
183
Closed
37
Calls
$24.7M
Puts
$33.7M
Net Calls
-$8.94M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.31B -$736K -5,160 -0.1%
BlackRock
2
BlackRock
New York
$909M -$11.4M -80,300 -1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$670M -$153M -1,073,157 -19%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$546M +$18M +126,252 +3%
State Street
5
State Street
Massachusetts
$517M -$1.9M -13,334 -0.4%
Boston Partners
6
Boston Partners
Massachusetts
$431M -$2.12M -14,887 -0.5%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$425M -$2.16M -15,156 -0.5%
Goldman Sachs
8
Goldman Sachs
New York
$331M +$122M +859,321 +59%
LSV Asset Management
9
LSV Asset Management
Illinois
$247M +$24.6M +172,644 +11%
APG Asset Management
10
APG Asset Management
Netherlands
$227M -$360K -2,524 -0.1%
JP Morgan Chase
11
JP Morgan Chase
New York
$226M -$102M -717,936 -31%
Nordea Investment Management
12
Nordea Investment Management
Sweden
$220M +$75.1M +526,731 +52%
AQR Capital Management
13
AQR Capital Management
Connecticut
$183M +$55.9M +391,921 +44%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$183M -$1.09M -7,650 -0.6%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$179M +$21.5M +150,979 +14%
Wells Fargo
16
Wells Fargo
California
$177M +$16.5M +115,552 +10%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$175M +$4.14M +29,033 +2%
Northern Trust
18
Northern Trust
Illinois
$141M -$10.4M -72,989 -7%
WCM
19
Wedge Capital Management
North Carolina
$141M -$32.2M -225,607 -19%
American Century Companies
20
American Century Companies
Missouri
$139M +$20.4M +142,843 +17%
Norges Bank
21
Norges Bank
Norway
$138M
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$115M +$2.95M +20,669 +3%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$99M +$6.51M +45,643 +7%
Invesco
24
Invesco
Georgia
$98.7M +$3.39M +23,772 +4%
Legal & General Group
25
Legal & General Group
United Kingdom
$97.8M -$3.03M -21,272 -3%

UHS Hedge Fund Activity: Q4 2019 in Review

477 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q4 2019, worth a combined $10.9B — down 4.2% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new UHS positions and 37 closed out — a net gain of 28 holders — while 151 added to existing stakes and 183 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $122M. The largest seller was Wellington Management Group, cutting an estimated $153M.

  • 477 institutional investors held Universal Health Services (UHS) as of Q4 2019, up from 462 in Q3 2019.
  • Funds reported $10.9B of Universal Health Services stock for Q4 2019, down 4.2% quarter-over-quarter.
  • 65 funds opened new Universal Health Services positions in Q4 2019 and 37 closed out, a net change of +28 holders.
  • The largest Universal Health Services buyer in Q4 2019 was Goldman Sachs, an estimated $122M added.
  • The largest Universal Health Services seller in Q4 2019 was Wellington Management Group, an estimated $153M sold.

Based on aggregated 13F filings for Q4 2019.