We are live on ! Find out more
UHS icon

Universal Health Services

462 hedge funds and large institutions have $11.3B invested in Universal Health Services in 2019 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 146 increasing their positions, 178 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

50% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 42

11% more capital invested

Capital invested by funds: $10.2B → $11.3B (+$1.14B)

5% more funds holding

Funds holding: 441462 (+21)

0.17% less ownership

Funds ownership: 94.72%94.54% (-0.17%)

18% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 178

22% less call options, than puts

Call options by funds: $27.6M | Put options by funds: $35.3M

Holders
462
Holders Change
+21
Holders Change %
+4.76%
% of All Funds
10.13%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.15%
New
63
Increased
146
Reduced
178
Closed
42
Calls
$27.6M
Puts
$35.3M
Net Calls
-$7.73M
Net Calls Change
-$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
376
Crossmark Global Holdings
Texas
$202K -$38.8K -270 -17%
Carson Wealth (CWM LLC)
377
Carson Wealth (CWM LLC)
Nebraska
$184K
AWM
378
AllSquare Wealth Management
New York
$167K -$48.5K -338 -23%
PA
379
Parallel Advisors
California
$161K +$81.4K +567 +110%
RCAG
380
Rehmann Capital Advisory Group
Michigan
$159K
ALAM
381
Asahi Life Asset Management
Japan
$149K +$144K +1,000 New
NIM
382
NuWave Investment Management
New Jersey
$148K +$141K +980 +4,261%
S
383
SignatureFD
Georgia
$128K +$10.3K +72 +9%
SF
384
Synovus Financial
Georgia
$119K
LS
385
Livforsakringsbolaget Skandia
Sweden
$117K
WT
386
Whittier Trust
California
$107K
MAM
387
Marquette Asset Management
Minnesota
$73K
FDCDDQ
388
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.4K +$30.9K +215 +88%
PFO
389
Pathstone Family Office
New Jersey
$63K
CFGS
390
Concourse Financial Group Securities
Alabama
$60K +$4.6K +32 +9%
NCM
391
Nelson Capital Management
California
$60K +$57.5K +400 New
VBA
392
Van Berkom & Associates
Quebec, Canada
$59.4K +$676K +4,703 +1%
VFA
393
Valeo Financial Advisors
Indiana
$54K
RA
394
Rational Advisors
New York
$50K -$113K -789 -70%
AssetMark Inc
395
AssetMark Inc
California
$50K -$1.87K -13 -4%
CIA
396
CSat Investment Advisory
Michigan
$44K -$9.05K -63 -17%
EIP
397
Ellis Investment Partners
Pennsylvania
$44K
Bessemer Group
398
Bessemer Group
New Jersey
$39K
GLI
399
Guardian Life Insurance
New York
$36K
FHA
400
First Horizon Advisors
Tennessee
$30K +$15.2K +106 +103%

UHS Hedge Fund Activity: Q3 2019 in Review

462 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q3 2019, worth a combined $11.3B — up 11% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new UHS positions and 42 closed out — a net gain of 21 holders — while 146 added to existing stakes and 178 trimmed.

The largest buyer was Boston Partners, adding an estimated $284M. The largest seller was Glenview Capital Management, cutting an estimated $150M.

  • 462 institutional investors held Universal Health Services (UHS) as of Q3 2019, up from 441 in Q2 2019.
  • Funds reported $11.3B of Universal Health Services stock for Q3 2019, up 11% quarter-over-quarter.
  • 63 funds opened new Universal Health Services positions in Q3 2019 and 42 closed out, a net change of +21 holders.
  • The largest Universal Health Services buyer in Q3 2019 was Boston Partners, an estimated $284M added.
  • The largest Universal Health Services seller in Q3 2019 was Glenview Capital Management, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2019.