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Universal Health Services

447 hedge funds and large institutions have $10.6B invested in Universal Health Services in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 141 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 37

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more capital invested

Capital invested by funds: $9.55B → $10.6B (+$1.05B)

4% more funds holding

Funds holding: 431447 (+16)

2% less call options, than puts

Call options by funds: $19.4M | Put options by funds: $19.7M

2.16% less ownership

Funds ownership: 97.18%95.02% (-2.2%)

22% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 180

Holders
447
Holders Change
+16
Holders Change %
+3.71%
% of All Funds
9.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
56
Increased
141
Reduced
180
Closed
37
Calls
$19.4M
Puts
$19.7M
Net Calls
-$295K
Net Calls Change
-$253M
Name Holding Trade Value Shares
Change
Change in
Stake
BRC
401
Bell Rock Capital
Delaware
$13K
BFEC
402
Benjamin F. Edwards & Company
Missouri
$13K
EWM
403
Endurance Wealth Management
Rhode Island
$13K
RWA
404
Ropes Wealth Advisors
Massachusetts
$13K +$12.4K +94 New
ZB
405
Zions Bancorporation
Utah
$13K +$12.6K +96 New
Rockefeller Capital Management
406
Rockefeller Capital Management
New York
$12K +$11.8K +90 New
PFBT
407
Parkside Financial Bank & Trust
Missouri
$11K +$6.06K +46 +128%
GAM
408
Gemmer Asset Management
California
$10K
ST
409
Smithfield Trust
Pennsylvania
$9K +$2.11K +16 +29%
VCM
410
Versant Capital Management
Arizona
$8K +$2.11K +16 +31%
BCA
411
Berman Capital Advisors
Georgia
$8K +$6.32K +48 +400%
AS
412
Altshuler Shaham
Israel
$8K +$8.03K +61 New
LWA
413
Lenox Wealth Advisors
New York
$7K
OSNBOA
414
Old Second National Bank of Aurora
Illinois
$7K
VNA
415
Valley National Advisers
Pennsylvania
$7K
CAW
416
Cornerstone Advisors (Washington)
Washington
$7K +$3.03K +23 +77%
BAMG
417
Brand Asset Management Group
Missouri
$7K +$6.98K +53 New
BBHC
418
Brown Brothers Harriman & Co
New York
$5K
EARNEST Partners
419
EARNEST Partners
Georgia
$5K
FHA
420
Flagship Harbor Advisors
Massachusetts
$5K
TL
421
TrueWealth LLC
Georgia
$5K
SWA
422
Sutton Wealth Advisors
Florida
$4.95K
FCA
423
FinTrust Capital Advisors
South Carolina
$4K
VRM
424
Vectors Research Management
New York
$4K
GWS
425
Glassman Wealth Services
Virginia
$4K +$395 +3 +12%

UHS Hedge Fund Activity: Q1 2019 in Review

447 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q1 2019, worth a combined $10.6B — up 11% from $9.55B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new UHS positions and 37 closed out — a net gain of 19 holders — while 141 added to existing stakes and 180 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $99M. The largest seller was JP Morgan Chase, cutting an estimated $320M.

  • 447 institutional investors held Universal Health Services (UHS) as of Q1 2019, up from 431 in Q4 2018.
  • Funds reported $10.6B of Universal Health Services stock for Q1 2019, up 11% quarter-over-quarter.
  • 56 funds opened new Universal Health Services positions in Q1 2019 and 37 closed out, a net change of +19 holders.
  • The largest Universal Health Services buyer in Q1 2019 was LSV Asset Management, an estimated $99M added.
  • The largest Universal Health Services seller in Q1 2019 was JP Morgan Chase, an estimated $320M sold.

Based on aggregated 13F filings for Q1 2019.