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Universal Health Services

477 hedge funds and large institutions have $10.9B invested in Universal Health Services in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 151 increasing their positions, 183 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 37

3% more funds holding

Funds holding: 462477 (+15)

0.1% less ownership

Funds ownership: 94.54%94.44% (-0.1%)

4% less capital invested

Capital invested by funds: $11.3B → $10.9B (-$479M)

17% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 183

27% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $33.7M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
477
Holders Change
+15
Holders Change %
+3.25%
% of All Funds
9.4%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
65
Increased
151
Reduced
183
Closed
37
Calls
$24.7M
Puts
$33.7M
Net Calls
-$8.94M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
426
Zions Bancorporation
Utah
$14K
FNBOSM
427
First National Bank of South Miami
Florida
$14K +$14.3K +100 New
EWM
428
Endurance Wealth Management
Rhode Island
$13K
PA
429
Procyon Advisors
Connecticut
$13K +$13.3K +93 New
IA
430
IFP Advisors
Florida
$12K
AIM
431
AIA Investment Management
Singapore
$11K
CAW
432
Cornerstone Advisors (Washington)
Washington
$11K
GAM
433
Gemmer Asset Management
California
$11K
PCM
434
Penserra Capital Management
California
$11K +$3.42K +24 +40%
TFO
435
Tarbox Family Office
California
$9K +$2K +14 +29%
OPS
436
Orion Portfolio Solutions
Nebraska
$9K +$9.27K +65 New
ST
437
Smithfield Trust
Pennsylvania
$8K -$2.28K -16 -23%
BAMG
438
Brand Asset Management Group
Missouri
$8K
SPIA
439
Steward Partners Investment Advisory
New York
$8K
PFBT
440
Parkside Financial Bank & Trust
Missouri
$8K +$998 +7 +14%
SLF
441
Sun Life Financial
Ontario, Canada
$7K -$2.85K -20 -29%
LWA
442
Lenox Wealth Advisors
New York
$7K
OSNBOA
443
Old Second National Bank of Aurora
Illinois
$7K
VNA
444
Valley National Advisers
Pennsylvania
$7K
EARNEST Partners
445
EARNEST Partners
Georgia
$6K
FHA
446
Flagship Harbor Advisors
Massachusetts
$6K +$143 +1 +3%
SWA
447
Sutton Wealth Advisors
Florida
$5.31K
TRCT
448
Tower Research Capital (TRC)
New York
$5K -$501K -3,518 -99%
Northwestern Mutual Wealth Management
449
Northwestern Mutual Wealth Management
Wisconsin
$5K -$2K -14 -27%
FRA
450
Front Row Advisors
California
$5K

UHS Hedge Fund Activity: Q4 2019 in Review

477 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q4 2019, worth a combined $10.9B — down 4.2% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new UHS positions and 37 closed out — a net gain of 28 holders — while 151 added to existing stakes and 183 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $122M. The largest seller was Wellington Management Group, cutting an estimated $153M.

  • 477 institutional investors held Universal Health Services (UHS) as of Q4 2019, up from 462 in Q3 2019.
  • Funds reported $10.9B of Universal Health Services stock for Q4 2019, down 4.2% quarter-over-quarter.
  • 65 funds opened new Universal Health Services positions in Q4 2019 and 37 closed out, a net change of +28 holders.
  • The largest Universal Health Services buyer in Q4 2019 was Goldman Sachs, an estimated $122M added.
  • The largest Universal Health Services seller in Q4 2019 was Wellington Management Group, an estimated $153M sold.

Based on aggregated 13F filings for Q4 2019.