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Universal Health Services

441 hedge funds and large institutions have $10.2B invested in Universal Health Services in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 149 increasing their positions, 162 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 56

0.31% less ownership

Funds ownership: 95.02%94.72% (-0.31%)

4% less capital invested

Capital invested by funds: $10.6B → $10.2B (-$404M)

8% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 162

9% less call options, than puts

Call options by funds: $23.7M | Put options by funds: $25.9M

1% less funds holding

Funds holding: 447441 (-6)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
441
Holders Change
-6
Holders Change %
-1.34%
% of All Funds
9.58%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
57
Increased
149
Reduced
162
Closed
56
Calls
$23.7M
Puts
$25.9M
Net Calls
-$2.22M
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
401
Smithfield Trust
Pennsylvania
$9K
LWCFA
402
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$5.29K +42 +156%
SPIA
403
Steward Partners Investment Advisory
New York
$8K +$7.8K +62 New
BAMG
404
Brand Asset Management Group
Missouri
$7K
LWA
405
Lenox Wealth Advisors
New York
$7K
VNA
406
Valley National Advisers
Pennsylvania
$7K
BBHC
407
Brown Brothers Harriman & Co
New York
$7K +$1.51K +12 +32%
Capstone Investment Advisors
408
Capstone Investment Advisors
New York
$7K +$6.92K +55 New
PFBT
409
Parkside Financial Bank & Trust
Missouri
$6K -$4.15K -33 -40%
OSNBOA
410
Old Second National Bank of Aurora
Illinois
$6K
TFO
411
Tarbox Family Office
California
$6K +$2.77K +22 +85%
AIL
412
AGF Investments LLC
Ontario, Canada
$5K -$199K -1,584 -98%
EARNEST Partners
413
EARNEST Partners
Georgia
$5K
FHA
414
Flagship Harbor Advisors
Massachusetts
$5K
TL
415
TrueWealth LLC
Georgia
$5K
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$5K +$2.14K +17 +94%
YWP
417
YorkBridge Wealth Partners
New York
$5K +$5.29K +42 New
SWA
418
Sutton Wealth Advisors
Florida
$4.82K
PCP
419
Proficio Capital Partners
Massachusetts
$4K -$14.1K -112 -77%
BCA
420
Berman Capital Advisors
Georgia
$4K -$3.65K -29 -48%
GWS
421
Glassman Wealth Services
Virginia
$4K -$126 -1 -3%
VRM
422
Vectors Research Management
New York
$4K
GT
423
Glenmede Trust
Pennsylvania
$3.52K -$16K -127 -0.5%
GEA
424
Glen Eagle Advisors
New Jersey
$3.34K
NIM
425
NuWave Investment Management
New Jersey
$3K -$276K -2,192 -99%

UHS Hedge Fund Activity: Q2 2019 in Review

441 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q2 2019, worth a combined $10.2B — down 3.8% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new UHS positions and 56 closed out — a net gain of 1 holder — while 149 added to existing stakes and 162 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $123M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $156M sold.

  • 441 institutional investors held Universal Health Services (UHS) as of Q2 2019, down from 447 in Q1 2019.
  • Funds reported $10.2B of Universal Health Services stock for Q2 2019, down 3.8% quarter-over-quarter.
  • 57 funds opened new Universal Health Services positions in Q2 2019 and 56 closed out, a net change of +1 holder.
  • The largest Universal Health Services buyer in Q2 2019 was American Century Companies, an estimated $123M added.
  • The largest Universal Health Services seller in Q2 2019 was Epoch Investment Partners, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2019.