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Universal Health Services

401 hedge funds and large institutions have $9.41B invested in Universal Health Services in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 138 increasing their positions, 141 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $32.4M | Put options by funds: $8.97M

25% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 53

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3% more funds holding

Funds holding: 391401 (+10)

1.24% more ownership

Funds ownership: 93.55%94.79% (+1.2%)

3% more capital invested

Capital invested by funds: $9.17B → $9.41B (+$247M)

2% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 141

Holders
401
Holders Change
+10
Holders Change %
+2.56%
% of All Funds
9.1%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
66
Increased
138
Reduced
141
Closed
53
Calls
$32.4M
Puts
$8.97M
Net Calls
+$23.4M
Net Calls Change
+$25.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
376
Steward Partners Investment Advisory
New York
$5K -$321 -3 -6%
GFP
377
Gryphon Financial Partners
Ohio
$5K +$4.7K +44 New
Carson Wealth (CWM LLC)
378
Carson Wealth (CWM LLC)
Nebraska
$4K
TL
379
TrueWealth LLC
Georgia
$4K +$4.06K +38 New
EARNEST Partners
380
EARNEST Partners
Georgia
$4K +$4.17K +39 New
TFO
381
Tarbox Family Office
California
$3K -$1.6K -15 -37%
PFBT
382
Parkside Financial Bank & Trust
Missouri
$3K -$1.28K -12 -32%
HR
383
Howe & Rusling
New York
$3K +$214 +2 +8%
AssetMark Inc
384
AssetMark Inc
California
$3K +$748 +7 +33%
GEA
385
Glen Eagle Advisors
New Jersey
$2.89K -$6.95K -65 -72%
GWS
386
Glassman Wealth Services
Virginia
$2K -$1.07K -10 -34%
IWM
387
IHT Wealth Management
Illinois
$2K
TRCT
388
Tower Research Capital (TRC)
New York
$2K +$1.71K +16 New
AC
389
Avestar Capital
New York
$2K +$2.24K +21 New
AAM
390
Advisors Asset Management
Colorado
$1K
AFNAS
391
American Financial Network Advisory Services
California
$1K
CAW
392
Cornerstone Advisors (Washington)
Washington
$1K
LWCFA
393
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K
SWM
394
SeaCrest Wealth Management
New York
$1K +$748 +7 New
RFC
395
Regions Financial Corp
Alabama
$1K +$1.28K +12 New
Walleye Trading
396
Walleye Trading
New York
$707 +$317K +2,968 +91%
PCG
397
Private Capital Group
Connecticut
$17 +$16K +150 New
JP
398
Jana Partners
New York
-$210M -1,891,986 Closed
TCM
399
TimesSquare Capital Management
New York
-$92M -829,200 Closed
CCM
400
Clearfield Capital Management
New York
-$32.3M -291,033 Closed

UHS Hedge Fund Activity: Q4 2017 in Review

401 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q4 2017, worth a combined $9.41B — up 2.7% from $9.17B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new UHS positions and 53 closed out — a net gain of 13 holders — while 138 added to existing stakes and 141 trimmed.

The largest buyer was Glenview Capital Management, adding an estimated $195M. The largest seller was Jana Partners, exiting entirely with an estimated $210M sold.

  • 401 institutional investors held Universal Health Services (UHS) as of Q4 2017, up from 391 in Q3 2017.
  • Funds reported $9.41B of Universal Health Services stock for Q4 2017, up 2.7% quarter-over-quarter.
  • 66 funds opened new Universal Health Services positions in Q4 2017 and 53 closed out, a net change of +13 holders.
  • The largest Universal Health Services buyer in Q4 2017 was Glenview Capital Management, an estimated $195M added.
  • The largest Universal Health Services seller in Q4 2017 was Jana Partners, an estimated $210M sold.

Based on aggregated 13F filings for Q4 2017.