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Universal Health Services

447 hedge funds and large institutions have $10.6B invested in Universal Health Services in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 141 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 37

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more capital invested

Capital invested by funds: $9.55B → $10.6B (+$1.05B)

4% more funds holding

Funds holding: 431447 (+16)

2% less call options, than puts

Call options by funds: $19.4M | Put options by funds: $19.7M

2.16% less ownership

Funds ownership: 97.18%95.02% (-2.2%)

22% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 180

Holders
447
Holders Change
+16
Holders Change %
+3.71%
% of All Funds
9.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
56
Increased
141
Reduced
180
Closed
37
Calls
$19.4M
Puts
$19.7M
Net Calls
-$295K
Net Calls Change
-$253M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
426
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$3.56K +27 New
GT
427
Glenmede Trust
Pennsylvania
$3.63K +$2.3M +17,484 +180%
GEA
428
Glen Eagle Advisors
New Jersey
$3.42K
TCOV
429
Trust Company of Vermont
Vermont
$3K -$3.03K -23 -50%
TFO
430
Tarbox Family Office
California
$3K
CI
431
CX Institutional
Indiana
$3K +$2.77K +21 New
Northwestern Mutual Wealth Management
432
Northwestern Mutual Wealth Management
Wisconsin
$2K -$922 -7 -28%
HR
433
Howe & Rusling
New York
$2K -$132 -1 -6%
AIA
434
Alera Investment Advisors
Illinois
$2K +$1.71K +13 New
RTC
435
Riverview Trust Company
Washington
$2K +$1.71K +13 New
AAM
436
Advisors Asset Management
Colorado
$1K
AC
437
Avestar Capital
New York
$1K
LFA
438
Legacy Financial Advisors
Kentucky
$1K
PFGIA
439
Patriot Financial Group Insurance Agency
Massachusetts
$1K
RFC
440
Regions Financial Corp
Alabama
$1K
SWM
441
SeaCrest Wealth Management
New York
$1K
WCM
442
WealthBridge Capital Management
Ohio
$1K
TFGT
443
TS Financial Group (TSFG)
Illinois
$1K +$658 +5 New
HWA
444
Heritage Wealth Advisors
Virginia
$936
AA
445
Advisory Alpha
Michigan
$369 +$395 +3 New
PWAG
446
Polaris Wealth Advisory Group
California
-$20.7M -177,602 Closed
Nomura Holdings
447
Nomura Holdings
Japan
-$9.99M -85,903 Closed
Lord, Abbett & Co
448
Lord, Abbett & Co
New Jersey
-$4.45M -38,200 Closed
Susquehanna International Group
449
Susquehanna International Group
Pennsylvania
-$4.28M -32,508 Closed
HT
450
HAP Trading
New York
-$3.05M -26,194 Closed

UHS Hedge Fund Activity: Q1 2019 in Review

447 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q1 2019, worth a combined $10.6B — up 11% from $9.55B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new UHS positions and 37 closed out — a net gain of 19 holders — while 141 added to existing stakes and 180 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $99M. The largest seller was JP Morgan Chase, cutting an estimated $320M.

  • 447 institutional investors held Universal Health Services (UHS) as of Q1 2019, up from 431 in Q4 2018.
  • Funds reported $10.6B of Universal Health Services stock for Q1 2019, up 11% quarter-over-quarter.
  • 56 funds opened new Universal Health Services positions in Q1 2019 and 37 closed out, a net change of +19 holders.
  • The largest Universal Health Services buyer in Q1 2019 was LSV Asset Management, an estimated $99M added.
  • The largest Universal Health Services seller in Q1 2019 was JP Morgan Chase, an estimated $320M sold.

Based on aggregated 13F filings for Q1 2019.