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Universal Health Services

439 hedge funds and large institutions have $7.28B invested in Universal Health Services in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 144 increasing their positions, 162 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $14.1M

1.63% less ownership

Funds ownership: 94.62%93% (-1.6%)

4% less funds holding

Funds holding: 458439 (-19)

11% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 162

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 79

22% less capital invested

Capital invested by funds: $9.38B → $7.28B (-$2.11B)

Holders
439
Holders Change
-19
Holders Change %
-4.15%
% of All Funds
6.97%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
64
Increased
144
Reduced
162
Closed
79
Calls
$18.4M
Puts
$14.1M
Net Calls
+$4.29M
Net Calls Change
-$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
401
Anchor Investment Management
South Carolina
$5.88K
AF
402
Allworth Financial
California
$5.78K +$2.05K +15 +48%
EARNEST Partners
403
EARNEST Partners
Georgia
$4.9K
TC
404
Truvestments Capital
Florida
$3.9K +$4.23K +31 New
BAAM
405
Baker Avenue Asset Management
California
$3.77K +$3.14K +23 +329%
LF
406
Lee Financial
Texas
$3.65K
IA
407
IFP Advisors
Florida
$3.39K +$1.09K +8 +42%
BIA
408
Bell Investment Advisors
California
$3.14K +$1.5K +11 +79%
GKIM
409
GW&K Investment Management
Massachusetts
$3K +$137 +1 +5%
SIC
410
SJS Investment Consulting
Ohio
$2.77K
AAG
411
Armstrong Advisory Group
Massachusetts
$2.77K +$3K +22 New
Fuller & Thaler Asset Management
412
Fuller & Thaler Asset Management
California
$2.77K
AF
413
Advisornet Financial
Minnesota
$2.26K -$1.77K -13 -42%
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$2.26K +$1.77K +13 +260%
Northwestern Mutual Wealth Management
415
Northwestern Mutual Wealth Management
Wisconsin
$2.26K +$2.46K +18 New
VCM
416
Versant Capital Management
Arizona
$2.01K -$546 -4 -20%
KFP
417
KB Financial Partners
New Jersey
$2K
CTC
418
Central Trust Company
Missouri
$1.89K +$2.05K +15 New
GWM
419
Geneos Wealth Management
Colorado
$1.63K -$273 -2 -13%
SCA
420
Stonebridge Capital Advisors
Minnesota
$1.38K
HNB
421
Huntington National Bank
Ohio
$1.26K -$410 -3 -23%
CSPIA
422
Cary Street Partners Investment Advisory
Virginia
$1.26K +$1.36K +10 New
TWP
423
TFO Wealth Partners
Ohio
$1.1K +$546 +4 +133%
ADL
424
Asset Dedication LLC
California
$1K
CAM
425
ClariVest Asset Management
California
$1K

UHS Hedge Fund Activity: Q3 2023 in Review

439 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q3 2023, worth a combined $7.28B — down 22% from $9.38B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of UHS and 64 opened new positions — a net loss of 15 holders — while 162 trimmed existing stakes and 144 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $87.1M. The largest seller was Fidelity Investments, cutting an estimated $182M.

  • 439 institutional investors held Universal Health Services (UHS) as of Q3 2023, down from 458 in Q2 2023.
  • Funds reported $7.28B of Universal Health Services stock for Q3 2023, down 22% quarter-over-quarter.
  • 64 funds opened new Universal Health Services positions in Q3 2023 and 79 closed out, a net change of -15 holders.
  • The largest Universal Health Services buyer in Q3 2023 was Massachusetts Financial Services, an estimated $87.1M added.
  • The largest Universal Health Services seller in Q3 2023 was Fidelity Investments, an estimated $182M sold.

Based on aggregated 13F filings for Q3 2023.