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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
MC
351
Miles Capital
Iowa
$207K +$5.66K +45 +3%
SWP
352
Stratos Wealth Partners
Ohio
$203K
William Blair & Company
353
William Blair & Company
Illinois
$201K +$194K +1,544 New
AIP
354
Ameritas Investment Partners
Nebraska
$198K
AWM
355
AllSquare Wealth Management
New York
$191K -$15.1K -120 -8%
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$184K
RA
357
Rational Advisors
New York
$146K -$22.9K -182 -14%
RCAG
358
Rehmann Capital Advisory Group
Michigan
$139K -$9.06K -72 -6%
SF
359
Synovus Financial
Georgia
$104K
LS
360
Livforsakringsbolaget Skandia
Sweden
$102K
S
361
SignatureFD
Georgia
$102K +$22.7K +180 +30%
WT
362
Whittier Trust
California
$94K
PA
363
Parallel Advisors
California
$67K -$55.4K -440 -46%
DWM
364
Doyle Wealth Management
Florida
$65K +$62.9K +500 New
MAM
365
Marquette Asset Management
Minnesota
$64K
T
366
TOBAM
France
$63K -$4.48M -35,605 -99%
NIT
367
NumerixS Investment Technologies
British Columbia, Canada
$61K +$58.8K +467 New
DZ Bank
368
DZ Bank
Germany
$59K
RIA
369
Realta Investment Advisors
Delaware
$56K +$54.4K +432 New
PFO
370
Pathstone Family Office
New Jersey
$55K +$15.7K +125 +42%
MAM
371
Meeder Asset Management
Ohio
$50K +$7.3K +58 +18%
CFGS
372
Concourse Financial Group Securities
Alabama
$48K +$46.7K +371 New
CIA
373
CSat Investment Advisory
Michigan
$47K +$19.4K +154 +74%
VFA
374
Valeo Financial Advisors
Indiana
$47K +$45.6K +362 New
AssetMark Inc
375
AssetMark Inc
California
$46K

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.