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Universal Health Services

619 hedge funds and large institutions have $12.2B invested in Universal Health Services in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 229 increasing their positions, 174 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 46

161% more call options, than puts

Call options by funds: $125M | Put options by funds: $47.9M

32% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 174

21% more capital invested

Capital invested by funds: $10B → $12.2B (+$2.14B)

17% more funds holding

Funds holding: 531619 (+88)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.47% less ownership

Funds ownership: 91.07%89.59% (-1.5%)

Holders
619
Holders Change
+88
Holders Change %
+16.57%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
137
Increased
229
Reduced
174
Closed
46
Calls
$125M
Puts
$47.9M
Net Calls
+$77M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
SGWM
301
Sterling Group Wealth Management
California
$1.14M
OQS
302
Occudo Quantitative Strategies
Florida
$1.12M +$1.05M +4,878 New
Wealth Enhancement Advisory Services
303
Wealth Enhancement Advisory Services
Minnesota
$1.12M +$554K +2,572 +112%
Mercer Global Advisors
304
Mercer Global Advisors
Colorado
$1.11M +$156K +723 +17%
Axa
305
Axa
France
$1.1M +$800K +3,714 +340%
MLM
306
Mount Lucas Management
Pennsylvania
$1.07M -$1.52M -7,067 -60%
RFM
307
Royal Fund Management
Florida
$1.05M
TRSOTSOK
308
Teachers Retirement System of the State of Kentucky
Kentucky
$1.04M -$113K -524 -10%
DekaBank Deutsche Girozentrale
309
DekaBank Deutsche Girozentrale
Germany
$1.04M -$21.8K -101 -2%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$1.02M +$757K +3,515 +373%
VanEck Associates
311
VanEck Associates
New York
$1.02M +$686K +3,182 +274%
QI
312
Qtron Investments
Massachusetts
$1.01M -$36.6K -170 -4%
UCI
313
Uncommon Cents Investing
Wisconsin
$1.01M +$34.5K +160 +4%
CIBC World Market
314
CIBC World Market
Ontario, Canada
$1M +$943K +4,374 New
ACA
315
Atlas Capital Advisors
Wyoming
$1M +$284K +1,319 +43%
PPWM
316
Perissos Private Wealth Management
Oklahoma
$996K +$11.4K +53 +1%
DFCM
317
Dark Forest Capital Management
Puerto Rico
$981K -$581K -2,697 -39%
Mirae Asset Global ETFs Holdings
318
Mirae Asset Global ETFs Holdings
Hong Kong
$977K -$53.4K -248 -5%
HSA
319
Hussman Strategic Advisors
Maryland
$962K -$1.36M -6,300 -60%
KRS
320
Kentucky Retirement Systems
Kentucky
$949K -$76.5K -355 -8%
NA
321
NewEdge Advisors
Louisiana
$934K +$160K +744 +22%
DIA
322
Dean Investment Associates
Ohio
$920K +$866K +4,019 New
Stifel Financial
323
Stifel Financial
Missouri
$917K -$2.45M -11,365 -74%
AAS
324
Avantax Advisory Services
Texas
$916K +$862K +4,001 New
N
325
Natixis
France
$896K -$1.62M -7,532 -66%

UHS Hedge Fund Activity: Q3 2024 in Review

619 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q3 2024, worth a combined $12.2B — up 21% from $10B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new UHS positions and 46 closed out — a net gain of 91 holders — while 229 added to existing stakes and 174 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $121M. The largest seller was Invesco, cutting an estimated $205M.

  • 619 institutional investors held Universal Health Services (UHS) as of Q3 2024, up from 531 in Q2 2024.
  • Funds reported $12.2B of Universal Health Services stock for Q3 2024, up 21% quarter-over-quarter.
  • 137 funds opened new Universal Health Services positions in Q3 2024 and 46 closed out, a net change of +91 holders.
  • The largest Universal Health Services buyer in Q3 2024 was Citadel Advisors, an estimated $121M added.
  • The largest Universal Health Services seller in Q3 2024 was Invesco, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2024.