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Universal Health Services

465 hedge funds and large institutions have $9.8B invested in Universal Health Services in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 161 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 52

20% more call options, than puts

Call options by funds: $58.2M | Put options by funds: $48.4M

2% more funds holding

Funds holding: 456465 (+9)

1.22% more ownership

Funds ownership: 93.16%94.39% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 155

2% less capital invested

Capital invested by funds: $10B → $9.8B (-$241M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
465
Holders Change
+9
Holders Change %
+1.97%
% of All Funds
8.17%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
63
Increased
161
Reduced
155
Closed
52
Calls
$58.2M
Puts
$48.4M
Net Calls
+$9.78M
Net Calls Change
-$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
401
Avion Wealth
Texas
$24K
PCM
402
Penserra Capital Management
California
$24K +$3.18K +24 +15%
JWM
403
Janiczek Wealth Management
Colorado
$23K +$3.71K +28 +20%
SPIA
404
Steward Partners Investment Advisory
New York
$22K +$398 +3 +2%
IAIM
405
International Assets Investment Management
Florida
$22K +$10.9K +82 +100%
ST
406
Smithfield Trust
Pennsylvania
$21K
SIM
407
Sonora Investment Management
Arizona
$21K
PA
408
Parallel Advisors
California
$17K +$2.92K +22 +22%
CI
409
CX Institutional
Indiana
$16K +$3.71K +28 +30%
Rockefeller Capital Management
410
Rockefeller Capital Management
New York
$15K -$20.8K -157 -58%
TCM
411
Tradewinds Capital Management
Washington
$14K
BCA
412
Berman Capital Advisors
Georgia
$13K
NFG
413
Next Financial Group
Texas
$13K +$13.3K +100 New
EWM
414
Endurance Wealth Management
Rhode Island
$12K
PCG
415
Private Capital Group
Connecticut
$12K
CA
416
Clearstead Advisors
Ohio
$11K
APA
417
American Portfolios Advisors
New York
$10.8K -$4.38K -33 -29%
GAM
418
Gemmer Asset Management
California
$10K
IA
419
IFP Advisors
Florida
$10K
TFO
420
Tarbox Family Office
California
$10K
Loomis, Sayles & Company
421
Loomis, Sayles & Company
Massachusetts
$10K +$9.95K +75 New
CCM
422
Covington Capital Management
California
$10K +$10.3K +78 New
FGAM
423
Financial Gravity Asset Management
Texas
$8.77K +$8.62K +65 +6,500%
Canada Pension Plan Investment Board
424
Canada Pension Plan Investment Board
Ontario, Canada
$7K -$74.9K -565 -91%
LWA
425
Lenox Wealth Advisors
New York
$7K

UHS Hedge Fund Activity: Q1 2021 in Review

465 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q1 2021, worth a combined $9.8B — down 2.4% from $10B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new UHS positions and 52 closed out — a net gain of 11 holders — while 161 added to existing stakes and 155 trimmed.

The largest buyer was Boston Partners, adding an estimated $75.3M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $72.2M.

  • 465 institutional investors held Universal Health Services (UHS) as of Q1 2021, up from 456 in Q4 2020.
  • Funds reported $9.8B of Universal Health Services stock for Q1 2021, down 2.4% quarter-over-quarter.
  • 63 funds opened new Universal Health Services positions in Q1 2021 and 52 closed out, a net change of +11 holders.
  • The largest Universal Health Services buyer in Q1 2021 was Boston Partners, an estimated $75.3M added.
  • The largest Universal Health Services seller in Q1 2021 was Thrivent Financial for Lutherans, an estimated $72.2M sold.

Based on aggregated 13F filings for Q1 2021.