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Universal Health Services

424 hedge funds and large institutions have $7.72B invested in Universal Health Services in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 131 increasing their positions, 164 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more call options, than puts

Call options by funds: $39.6M | Put options by funds: $30.4M

13% more capital invested

Capital invested by funds: $6.82B → $7.72B (+$903M)

9% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 54

0% more funds holding

Funds holding: 422424 (+2)

1.67% less ownership

Funds ownership: 94.89%93.22% (-1.7%)

20% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 164

Holders
424
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
8.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
59
Increased
131
Reduced
164
Closed
54
Calls
$39.6M
Puts
$30.4M
Net Calls
+$9.17M
Net Calls Change
+$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
376
Endurance Wealth Management
Rhode Island
$10K
PCG
377
Private Capital Group
Connecticut
$10K
PCM
378
Penserra Capital Management
California
$10K +$1.28K +12 +13%
AIM
379
AIA Investment Management
Singapore
$9K
PWMG
380
Prestige Wealth Management Group
New Jersey
$9K +$3.64K +34 +65%
CAW
381
Cornerstone Advisors (Washington)
Washington
$8K -$1.28K -12 -13%
CA
382
Clearstead Advisors
Ohio
$8K
GAM
383
Gemmer Asset Management
California
$8K
TFO
384
Tarbox Family Office
California
$8K +$4.92K +46 +164%
VFA
385
Valeo Financial Advisors
Indiana
$7K -$36.8K -344 -83%
IA
386
IFP Advisors
Florida
$7K -$214 -2 -3%
S
387
SignatureFD
Georgia
$6K -$535 -5 -8%
CI
388
CX Institutional
Indiana
$6K +$4.71K +44 +550%
SLF
389
Sun Life Financial
Ontario, Canada
$5K -$107 -1 -2%
LWA
390
Lenox Wealth Advisors
New York
$5K
VNA
391
Valley National Advisers
Pennsylvania
$5K
WT
392
Washington Trust
Rhode Island
$5K
FHC
393
First Horizon Corporation
Tennessee
$5K +$5.78K +54 New
APA
394
American Portfolios Advisors
New York
$4.07K -$13.7K -128 -77%
APWA
395
Atlas Private Wealth Advisors
New Jersey
$4K
EARNEST Partners
396
EARNEST Partners
Georgia
$4K
FHA
397
Flagship Harbor Advisors
Massachusetts
$4K
LC
398
Lindbrook Capital
California
$4K
PFWA
399
Paces Ferry Wealth Advisors
Georgia
$4K +$3.53K +33 New
BWM
400
BerganKDV Wealth Management
Minnesota
$3K

UHS Hedge Fund Activity: Q3 2020 in Review

424 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q3 2020, worth a combined $7.72B — up 13% from $6.82B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new UHS positions and 54 closed out — a net gain of 5 holders — while 131 added to existing stakes and 164 trimmed.

The largest buyer was Invesco, adding an estimated $179M. The largest seller was Nordea Investment Management, cutting an estimated $232M.

  • 424 institutional investors held Universal Health Services (UHS) as of Q3 2020, up from 422 in Q2 2020.
  • Funds reported $7.72B of Universal Health Services stock for Q3 2020, up 13% quarter-over-quarter.
  • 59 funds opened new Universal Health Services positions in Q3 2020 and 54 closed out, a net change of +5 holders.
  • The largest Universal Health Services buyer in Q3 2020 was Invesco, an estimated $179M added.
  • The largest Universal Health Services seller in Q3 2020 was Nordea Investment Management, an estimated $232M sold.

Based on aggregated 13F filings for Q3 2020.