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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
TL
451
TrueWealth LLC
Georgia
$5K
GWS
452
Glassman Wealth Services
Virginia
$4K -$428 -3 -10%
AIL
453
AGF Investments LLC
Ontario, Canada
$4K
BCA
454
Berman Capital Advisors
Georgia
$4K
VRM
455
Vectors Research Management
New York
$4K
VCM
456
Versant Capital Management
Arizona
$4K
CI
457
CX Institutional
Indiana
$4K +$570 +4 +15%
PWMG
458
Prestige Wealth Management Group
New Jersey
$4K +$2K +14 +100%
BWM
459
BerganKDV Wealth Management
Minnesota
$4K +$3.85K +27 New
GEA
460
Glen Eagle Advisors
New Jersey
$3.68K
EW
461
Evoke Wealth
California
$3.59K
TCOV
462
Trust Company of Vermont
Vermont
$3K
SQA
463
Simon Quick Advisors
New Jersey
$3K +$2.71K +19 New
BBHC
464
Brown Brothers Harriman & Co
New York
$2K -$7.13K -50 -79%
HR
465
Howe & Rusling
New York
$2K
PW
466
Price Wealth
Texas
$2K
Group One Trading
467
Group One Trading
Illinois
$2K +$1.57K +11 New
JFA
468
JNBA Financial Advisors
Minnesota
$2K +$1.57K +11 New
NR
469
Newfound Research
Massachusetts
$1K -$570 -4 -21%
AAM
470
Advisors Asset Management
Colorado
$1K
BL
471
Balentine LLC
Georgia
$1K
FPFS
472
First Personal Financial Services
North Carolina
$1K
PFGIA
473
Patriot Financial Group Insurance Agency
Massachusetts
$1K
TWA
474
TCI Wealth Advisors
Arizona
$1K +$285 +2 +67%
SL
475
Savior LLC
Massachusetts
$1K +$855 +6 New

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.