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Universal Health Services

428 hedge funds and large institutions have $10.7B invested in Universal Health Services in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 158 increasing their positions, 163 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

528% more call options, than puts

Call options by funds: $143M | Put options by funds: $22.7M

19% more capital invested

Capital invested by funds: $9.02B → $10.7B (+$1.68B)

2.5% more ownership

Funds ownership: 94.95%97.45% (+2.5%)

9% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 47

0% more funds holding

Funds holding: 428428 (0)

3% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 163

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
428
Holders Change
Holders Change %
0%
% of All Funds
9.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
51
Increased
158
Reduced
163
Closed
47
Calls
$143M
Puts
$22.7M
Net Calls
+$120M
Net Calls Change
+$84.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
401
Ledyard National Bank
$6K
LWA
402
Lenox Wealth Advisors
New York
$6K
OSNBOA
403
Old Second National Bank of Aurora
Illinois
$6K
VCM
404
Versant Capital Management
Arizona
$6K +$368 +3 +6%
APP
405
Avantax Planning Partners
Iowa
$6K +$5.52K +45 New
FHA
406
Flagship Harbor Advisors
Massachusetts
$5K -$24.4K -199 -83%
EARNEST Partners
407
EARNEST Partners
Georgia
$5K
TL
408
TrueWealth LLC
Georgia
$5K
TPWA
409
TRUE Private Wealth Advisors
Oregon
$4.22K +$4.05K +33 New
PFBT
410
Parkside Financial Bank & Trust
Missouri
$4K +$368 +3 +11%
EFSCE
411
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$3.56K +29 New
MPWT
412
MassMutual Private Wealth & Trust
Connecticut
$3.96K
GEA
413
Glen Eagle Advisors
New Jersey
$3.27K
GWS
414
Glassman Wealth Services
Virginia
$3K -$368 -3 -10%
TFO
415
Tarbox Family Office
California
$3K
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$2K -$736 -6 -25%
HR
417
Howe & Rusling
New York
$2K +$491 +4 +33%
CAW
418
Cornerstone Advisors (Washington)
Washington
$1K -$2.46K -20 -65%
AC
419
Avestar Capital
New York
$1K -$1.6K -13 -45%
RFC
420
Regions Financial Corp
Alabama
$1K -$1.23K -10 -53%
AAM
421
Advisors Asset Management
Colorado
$1K
SWM
422
SeaCrest Wealth Management
New York
$1K
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$1K +$982 +8 New
Fidelity International
424
Fidelity International
Bermuda
$1K +$982 +8 New
VFA
425
Valeo Financial Advisors
Indiana
$1K +$1.35K +11 New

UHS Hedge Fund Activity: Q3 2018 in Review

428 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q3 2018, worth a combined $10.7B — up 19% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new UHS positions and 47 closed out — a net gain of 4 holders — while 158 added to existing stakes and 163 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $147M. The largest seller was Sirios Capital Management, cutting an estimated $57.8M.

  • 428 institutional investors held Universal Health Services (UHS) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $10.7B of Universal Health Services stock for Q3 2018, up 19% quarter-over-quarter.
  • 51 funds opened new Universal Health Services positions in Q3 2018 and 47 closed out, a net change of +4 holders.
  • The largest Universal Health Services buyer in Q3 2018 was JP Morgan Chase, an estimated $147M added.
  • The largest Universal Health Services seller in Q3 2018 was Sirios Capital Management, an estimated $57.8M sold.

Based on aggregated 13F filings for Q3 2018.