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Universal Health Services

465 hedge funds and large institutions have $9.8B invested in Universal Health Services in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 161 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 52

20% more call options, than puts

Call options by funds: $58.2M | Put options by funds: $48.4M

2% more funds holding

Funds holding: 456465 (+9)

1.22% more ownership

Funds ownership: 93.16%94.39% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 155

2% less capital invested

Capital invested by funds: $10B → $9.8B (-$241M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
465
Holders Change
+9
Holders Change %
+1.97%
% of All Funds
8.17%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
63
Increased
161
Reduced
155
Closed
52
Calls
$58.2M
Puts
$48.4M
Net Calls
+$9.78M
Net Calls Change
-$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
301
Thompson Investment Management
Wisconsin
$520K
HI
302
Horizon Investments
North Carolina
$502K +$499K +3,762 New
CAM
303
Centre Asset Management
New York
$500K -$19.9K -150 -4%
CB
304
Commerce Bank
Missouri
$496K +$13K +98 +3%
PCS
305
Personal CFO Solutions
New Jersey
$482K +$7.69K +58 +2%
TCM
306
Tuttle Capital Management
Connecticut
$479K +$477K +3,594 New
NMIMC
307
Northwestern Mutual Investment Management Company
Wisconsin
$471K -$97.6K -736 -17%
Twin Tree Management
308
Twin Tree Management
Texas
$471K +$442K +3,335 +1,702%
X
309
Xponance
Pennsylvania
$450K +$1.46K +11 +0.3%
Fuller & Thaler Asset Management
310
Fuller & Thaler Asset Management
California
$447K -$62.3K -470 -12%
Thrivent Financial for Lutherans
311
Thrivent Financial for Lutherans
Minnesota
$445K -$72.2M -544,294 -99%
DT
312
Diversified Trust
Tennessee
$429K +$53.2K +401 +14%
QCM
313
Quantinno Capital Management
New York
$414K
SBWIC
314
Schaper Benz & Wise Investment Counsel
Wisconsin
$411K
KeyBank National Association
315
KeyBank National Association
Ohio
$408K +$2.52K +19 +0.6%
SCM
316
Stevens Capital Management
Pennsylvania
$404K +$402K +3,032 New
BRWA
317
B. Riley Wealth Advisors
Florida
$396K -$2.79K -21 -0.7%
SMH
318
Sanders Morris Harris
Texas
$395K
PP
319
Prudential plc
United Kingdom
$386K +$34.6K +261 +10%
BCM
320
Bayesian Capital Management
New York
$372K +$370K +2,790 New
CI
321
Cigna Investments
Connecticut
$370K -$3.45K -26 -0.9%
Commonwealth Equity Services
322
Commonwealth Equity Services
Massachusetts
$367K -$3.18K -24 -0.9%
Cambridge Investment Research Advisors
323
Cambridge Investment Research Advisors
Iowa
$359K +$47.3K +357 +15%
CC
324
Centiva Capital
New York
$357K +$354K +2,673 New
Vontobel Holding
325
Vontobel Holding
Switzerland
$348K +$5.97K +45 +2%

UHS Hedge Fund Activity: Q1 2021 in Review

465 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q1 2021, worth a combined $9.8B — down 2.4% from $10B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new UHS positions and 52 closed out — a net gain of 11 holders — while 161 added to existing stakes and 155 trimmed.

The largest buyer was Boston Partners, adding an estimated $75.3M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $72.2M.

  • 465 institutional investors held Universal Health Services (UHS) as of Q1 2021, up from 456 in Q4 2020.
  • Funds reported $9.8B of Universal Health Services stock for Q1 2021, down 2.4% quarter-over-quarter.
  • 63 funds opened new Universal Health Services positions in Q1 2021 and 52 closed out, a net change of +11 holders.
  • The largest Universal Health Services buyer in Q1 2021 was Boston Partners, an estimated $75.3M added.
  • The largest Universal Health Services seller in Q1 2021 was Thrivent Financial for Lutherans, an estimated $72.2M sold.

Based on aggregated 13F filings for Q1 2021.