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Universal Health Services

477 hedge funds and large institutions have $10.9B invested in Universal Health Services in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 151 increasing their positions, 183 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 37

3% more funds holding

Funds holding: 462477 (+15)

0.1% less ownership

Funds ownership: 94.54%94.44% (-0.1%)

4% less capital invested

Capital invested by funds: $11.3B → $10.9B (-$479M)

17% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 183

27% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $33.7M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
477
Holders Change
+15
Holders Change %
+3.25%
% of All Funds
9.4%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
65
Increased
151
Reduced
183
Closed
37
Calls
$24.7M
Puts
$33.7M
Net Calls
-$8.94M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
401
AssetMark Inc
California
$49K +$285 +2 +0.6%
EI
402
Ellevest Inc
New York
$47K +$46.6K +327 New
EIP
403
Ellis Investment Partners
Pennsylvania
$43K +$143 +1 +0.3%
EP
404
Eudaimonia Partners
Tennessee
$38K +$38.2K +268 New
Bessemer Group
405
Bessemer Group
New Jersey
$37K
CFB
406
Cullen/Frost Bankers
Texas
$35K +$28.1K +197 +448%
C
407
Cerebellum
California
$35K +$34.4K +241 New
GLI
408
Guardian Life Insurance
New York
$34K
Capstone Investment Advisors
409
Capstone Investment Advisors
New York
$32K +$32.1K +225 New
TFA
410
Tobias Financial Advisors
Florida
$32K +$32.5K +228 New
RA
411
Rational Advisors
New York
$31K -$16.7K -117 -35%
FHA
412
First Horizon Advisors
Tennessee
$30K
QCG
413
Quadrant Capital Group
Ohio
$28K +$6.99K +49 +31%
NFG
414
Next Financial Group
Texas
$28K +$15.8K +111 +132%
FPS
415
Fieldpoint Private Securities
Connecticut
$27K +$22.7K +159 +482%
AW
416
Alpha Windward
Massachusetts
$25K -$1.85K -13 -7%
BFEC
417
Benjamin F. Edwards & Company
Missouri
$25K
OSAM
418
O'Shaughnessy Asset Management
Connecticut
$23K +$22.5K +158 +15,800%
APA
419
American Portfolios Advisors
New York
$22.2K -$2.85K -20 -11%
EWA
420
Evolution Wealth Advisors
Florida
$21K +$19K +133 +1,023%
ACM
421
Allred Capital Management
Texas
$20.1K +$20K +140 New
PCG
422
Private Capital Group
Connecticut
$15K -$5.84K -41 -27%
SFSIG
423
San Francisco Sentry Investment Group
California
$15K
TCM
424
Tradewinds Capital Management
Washington
$15K
LFG
425
LifePlan Financial Group
Ohio
$14K

UHS Hedge Fund Activity: Q4 2019 in Review

477 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q4 2019, worth a combined $10.9B — down 4.2% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new UHS positions and 37 closed out — a net gain of 28 holders — while 151 added to existing stakes and 183 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $122M. The largest seller was Wellington Management Group, cutting an estimated $153M.

  • 477 institutional investors held Universal Health Services (UHS) as of Q4 2019, up from 462 in Q3 2019.
  • Funds reported $10.9B of Universal Health Services stock for Q4 2019, down 4.2% quarter-over-quarter.
  • 65 funds opened new Universal Health Services positions in Q4 2019 and 37 closed out, a net change of +28 holders.
  • The largest Universal Health Services buyer in Q4 2019 was Goldman Sachs, an estimated $122M added.
  • The largest Universal Health Services seller in Q4 2019 was Wellington Management Group, an estimated $153M sold.

Based on aggregated 13F filings for Q4 2019.