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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
Fuller & Thaler Asset Management
426
Fuller & Thaler Asset Management
California
$3.66K +$269 +2 +9%
SIC
427
SJS Investment Consulting
Ohio
$3.66K +$269 +2 +9%
MPWT
428
MassMutual Private Wealth & Trust
Connecticut
$3.51K +$673 +5 +28%
BWM
429
Baystate Wealth Management
Massachusetts
$3.36K +$2.96K +22 New
PWMG
430
Private Wealth Management Group
New Jersey
$3.35K +$2.96K +22 New
CTC
431
Central Trust Company
Missouri
$2.29K
DPW
432
DiNuzzo Private Wealth
Pennsylvania
$2.29K +$2.02K +15 New
TC
433
Truvestments Capital
Florida
$2.13K -$2.29K -17 -55%
GWM
434
Geneos Wealth Management
Colorado
$1.98K
CAM
435
ClariVest Asset Management
California
$1.37K
CA
436
Crewe Advisors
Utah
$1.22K +$1.08K +8 New
TWP
437
TFO Wealth Partners
Ohio
$1.07K
Jones Financial Companies
438
Jones Financial Companies
Missouri
$1.07K +$942 +7 New
ADL
439
Asset Dedication LLC
California
$1K
WIA
440
Wetzel Investment Advisors
Indiana
$1K +$673 +5 New
SWM
441
Spire Wealth Management
Virginia
$947 +$808 +6 New
RIL
442
Rothschild Investment LLC
Illinois
$915 +$808 +6 New
GRP
443
Global Retirement Partners
California
$790 +$538 +4 +400%
HWP
444
Highline Wealth Partners
California
$762
PTC
445
Private Trust Company
Ohio
$762
DF
446
Dunhill Financial
United Kingdom
$612 +$538 +4 New
BGAI
447
Bruce G. Allen Investments
Colorado
$610 +$538 +4 New
CAS
448
Coppell Advisory Solutions
Texas
$610 +$538 +4 New
PCTC
449
Perkins Coie Trust Company
Washington
$609 -$269 -2 -33%
TFM
450
TFC Financial Management
Massachusetts
$458 +$404 +3 New

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.