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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
IRF
326
IBM Retirement Fund
New York
$335K -$25.6K -193 -7%
AA
327
ALPS Advisors
Colorado
$331K +$329K +2,483 New
M&T Bank
328
M&T Bank
New York
$324K -$38.9K -293 -11%
HCM
329
Hollencrest Capital Management
California
$312K
DIA
330
Dean Investment Associates
Ohio
$312K +$6.76K +51 +2%
RJFSA
331
Raymond James Financial Services Advisors
Florida
$297K -$273K -2,059 -48%
TU
332
TDAM USA
Ontario, Canada
$297K -$16.6K -125 -5%
MAM
333
Martingale Asset Management
Massachusetts
$293K -$1.96M -14,774 -87%
AI
334
AXS Investments
New York
$289K +$288K +2,170 New
Creative Planning
335
Creative Planning
Kansas
$283K -$2.25K -17 -0.8%
KRSITF
336
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$283K +$3.71K +28 +1%
BC
337
Bridgefront Capital
Texas
$278K +$276K +2,082 New
HSA
338
HBK Sorce Advisory
Pennsylvania
$276K
FLAM
339
First Light Asset Management
Minnesota
$273K +$272K +2,050 New
MML Investors Services
340
MML Investors Services
Massachusetts
$269K -$928 -7 -0.3%
GIP
341
Granite Investment Partners
California
$267K
NSEDCP
342
NJ State Employees Deferred Compensation Plan
New Jersey
$267K
RCA
343
Resonant Capital Advisors
Wisconsin
$265K +$13.5K +102 +5%
QIM
344
Quantitative Investment Management
Virginia
$260K +$259K +1,951 New
OSAM
345
O'Shaughnessy Asset Management
Connecticut
$255K +$26.3K +198 +12%
SP
346
Symmetry Partners
Connecticut
$250K -$98.4K -742 -28%
GT
347
Greenleaf Trust
Michigan
$250K +$26.8K +202 +12%
AWM
348
Apollon Wealth Management
South Carolina
$244K +$243K +1,831 New
Fifth Third Bancorp
349
Fifth Third Bancorp
Ohio
$241K +$38.2K +288 +19%
FDCDDQ
350
Federation des caisses Desjardins du Quebec
Quebec, Canada
$240K

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.