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Universal Health Services

461 hedge funds and large institutions have $8.91B invested in Universal Health Services in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 124 increasing their positions, 202 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 43

22% more capital invested

Capital invested by funds: $7.28B → $8.91B (+$1.63B)

5% more funds holding

Funds holding: 439461 (+22)

2.69% more ownership

Funds ownership: 93%95.69% (+2.7%)

10% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $11.2M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

39% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 202

Holders
461
Holders Change
+22
Holders Change %
+5.01%
% of All Funds
6.72%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
73
Increased
124
Reduced
202
Closed
43
Calls
$12.3M
Puts
$11.2M
Net Calls
+$1.08M
Net Calls Change
-$3.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
401
UMB Bank
Missouri
$10.1K -$1.21K -9 -12%
Loomis, Sayles & Company
402
Loomis, Sayles & Company
Massachusetts
$10K +$8.75K +65 New
BCM
403
Birch Capital Management
Texas
$9.3K
MCM
404
MV Capital Management
Maryland
$9.15K -$404 -3 -5%
ZB
405
Zions Bancorporation
Utah
$8.69K
HI
406
Harbour Investments
Wisconsin
$8.69K +$269 +2 +4%
VNA
407
Valley National Advisers
Pennsylvania
$8K +$135 +1 +2%
PWMG
408
Prestige Wealth Management Group
New Jersey
$7.78K
PA
409
Pineridge Advisors
Missouri
$7.77K +$6.86K +51 New
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$7.62K +$4.31K +32 +178%
AIM
411
Anchor Investment Management
South Carolina
$7.14K
CAL
412
Capital Advisors Ltd
Ohio
$7K
AF
413
Allworth Financial
California
$6.71K -$269 -2 -4%
S
414
Sachetta
Massachusetts
$6.56K +$5.79K +43 New
AW
415
Avion Wealth
Texas
$6K -$1.61K -12 -24%
GWS
416
Glassman Wealth Services
Virginia
$5.49K -$2.69K -20 -36%
TPCW
417
TD Private Client Wealth
New York
$4.88K -$10.2K -76 -70%
FFO
418
Fortitude Family Office
Arizona
$4.88K +$4.31K +32 New
FFA
419
Frazier Financial Advisors
Ohio
$4.73K +$4.17K +31 New
LF
420
Lee Financial
Texas
$4.42K
BIA
421
Bell Investment Advisors
California
$4.42K +$538 +4 +16%
QL
422
Quarry LP
New York
$4.27K -$25.8K -192 -87%
VCM
423
Versant Capital Management
Arizona
$4.12K +$1.48K +11 +69%
PS
424
Principal Securities
Iowa
$3.96K +$3.5K +26 New
AF
425
Advisornet Financial
Minnesota
$3.81K +$942 +7 +39%

UHS Hedge Fund Activity: Q4 2023 in Review

461 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q4 2023, worth a combined $8.91B — up 22% from $7.28B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new UHS positions and 43 closed out — a net gain of 30 holders — while 124 added to existing stakes and 202 trimmed.

The largest buyer was Millennium Management, adding an estimated $117M. The largest seller was Nuance Investments, cutting an estimated $163M.

  • 461 institutional investors held Universal Health Services (UHS) as of Q4 2023, up from 439 in Q3 2023.
  • Funds reported $8.91B of Universal Health Services stock for Q4 2023, up 22% quarter-over-quarter.
  • 73 funds opened new Universal Health Services positions in Q4 2023 and 43 closed out, a net change of +30 holders.
  • The largest Universal Health Services buyer in Q4 2023 was Millennium Management, an estimated $117M added.
  • The largest Universal Health Services seller in Q4 2023 was Nuance Investments, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2023.