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Universal Health Services

531 hedge funds and large institutions have $10B invested in Universal Health Services in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 205 increasing their positions, 171 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 39

20% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 171

7% more funds holding

Funds holding: 498531 (+33)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $10.2B → $10B (-$125M)

2.04% less ownership

Funds ownership: 93.1%91.07% (-2%)

65% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $53.3M

Holders
531
Holders Change
+33
Holders Change %
+6.63%
% of All Funds
7.67%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
78
Increased
205
Reduced
171
Closed
39
Calls
$18.5M
Puts
$53.3M
Net Calls
-$34.8M
Net Calls Change
-$39.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$220K -$3.42M -19,349 -94%
ONGA
402
O'Neil Global Advisors
California
$217K +$13.1K +74 +7%
AWM
403
Apollon Wealth Management
South Carolina
$216K -$1.59K -9 -0.8%
SCM
404
Stevens Capital Management
Pennsylvania
$216K -$25.5K -144 -11%
VanEck Associates
405
VanEck Associates
New York
$215K +$8.32K +47 +4%
PTC
406
Petrus Trust Company
Texas
$213K -$548K -3,098 -73%
SOW
407
State of Wyoming
Wyoming
$210K -$341K -1,927 -63%
AWM
408
AllSquare Wealth Management
New York
$208K
CIA
409
Capital Investment Advisors
Georgia
$207K +$885 +5 +0.4%
DM
410
Deerfield Management
New York
$207K -$282K -1,591 -59%
VSQM
411
V-Square Quantitative Management
Illinois
$207K -$48.1K -272 -20%
FCM
412
Frontier Capital Management
Massachusetts
$207K +$198K +1,118 New
Kovitz Investment Group Partners
413
Kovitz Investment Group Partners
Illinois
$206K +$197K +1,115 New
MM
414
MQS Management
New York
$205K +$197K +1,111 New
SP
415
Symmetry Partners
Connecticut
$205K
HI
416
Horizon Investments
North Carolina
$204K -$8.32K -47 -4%
Axa
417
Axa
France
$202K +$193K +1,092 New
LP
418
LMR Partners
United Kingdom
$200K +$191K +1,082 New
AAM
419
Advisors Asset Management
Colorado
$194K +$185K +1,047 New
SAM
420
Smartleaf Asset Management
Massachusetts
$190K +$169K +953 +2,324%
Carson Wealth (CWM LLC)
421
Carson Wealth (CWM LLC)
Nebraska
$174K +$40K +226 +32%
KWAG
422
Kiely Wealth Advisory Group
North Carolina
$174K
IA
423
IFP Advisors
Florida
$172K +$69.5K +393 +73%
TWC
424
TD Waterhouse Canada
Ontario, Canada
$146K
FHA
425
First Horizon Advisors
Tennessee
$134K +$354 +2 +0.3%

UHS Hedge Fund Activity: Q2 2024 in Review

531 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q2 2024, worth a combined $10B — down 1.2% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new UHS positions and 39 closed out — a net gain of 39 holders — while 205 added to existing stakes and 171 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $82.4M. The largest seller was Invesco, cutting an estimated $209M.

  • 531 institutional investors held Universal Health Services (UHS) as of Q2 2024, up from 498 in Q1 2024.
  • Funds reported $10B of Universal Health Services stock for Q2 2024, down 1.2% quarter-over-quarter.
  • 78 funds opened new Universal Health Services positions in Q2 2024 and 39 closed out, a net change of +39 holders.
  • The largest Universal Health Services buyer in Q2 2024 was Goldman Sachs, an estimated $82.4M added.
  • The largest Universal Health Services seller in Q2 2024 was Invesco, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2024.