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Universal Health Services

465 hedge funds and large institutions have $9.8B invested in Universal Health Services in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 161 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 52

20% more call options, than puts

Call options by funds: $58.2M | Put options by funds: $48.4M

2% more funds holding

Funds holding: 456465 (+9)

1.22% more ownership

Funds ownership: 93.16%94.39% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 155

2% less capital invested

Capital invested by funds: $10B → $9.8B (-$241M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
465
Holders Change
+9
Holders Change %
+1.97%
% of All Funds
8.17%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
63
Increased
161
Reduced
155
Closed
52
Calls
$58.2M
Puts
$48.4M
Net Calls
+$9.78M
Net Calls Change
-$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$80.6M -$3.45M -26,026 -4%
Legal & General Group
27
Legal & General Group
United Kingdom
$79.1M -$3.34M -25,155 -4%
Charles Schwab
28
Charles Schwab
California
$76.5M +$636K +4,794 +0.8%
Principal Financial Group
29
Principal Financial Group
Iowa
$72M +$24.3K +183 +0%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$67.4M +$40.6M +306,336 +154%
PHS
31
PFM Health Sciences
California
$65M +$5.96M +44,956 +10%
AQR Capital Management
32
AQR Capital Management
Connecticut
$62M -$24M -181,013 -28%
UBS AM
33
UBS AM
Illinois
$60.7M -$367K -2,769 -0.6%
VBA
34
Van Berkom & Associates
Quebec, Canada
$53.9M -$3.47M -26,144 -6%
Bank of America
35
Bank of America
North Carolina
$48.3M +$16.6M +125,168 +53%
Swiss National Bank
36
Swiss National Bank
Switzerland
$48.1M +$743K +5,600 +2%
SP
37
Solel Partners
Massachusetts
$45.1M
1SP
38
140 Summer Partners
New York
$44.9M -$5.17M -39,000 -10%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$42.6M -$2.08M -15,720 -5%
PAM
40
Panagora Asset Management
Massachusetts
$37.4M -$464K -3,498 -1%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$34.3M -$712K -5,367 -2%
PFM
42
Premier Fund Managers
United Kingdom
$33.7M
Millennium Management
43
Millennium Management
New York
$33.7M -$23.7M -178,748 -41%
N
44
Nuveen
North Carolina
$33.2M -$1.29M -9,719 -4%
First Trust Advisors
45
First Trust Advisors
Illinois
$30.3M -$5.09M -38,396 -14%
RPI
46
Railway Pension Investments
United Kingdom
$28.9M +$6.75M +50,900 +31%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$28.7M +$1.66M +12,546 +6%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$27.4M -$4.53M -34,128 -14%
NI
49
Nuance Investments
Missouri
$27.3M +$12.3M +92,448 +82%
PPA
50
Parametric Portfolio Associates
Washington
$26.1M +$357K +2,693 +1%

UHS Hedge Fund Activity: Q1 2021 in Review

465 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q1 2021, worth a combined $9.8B — down 2.4% from $10B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new UHS positions and 52 closed out — a net gain of 11 holders — while 161 added to existing stakes and 155 trimmed.

The largest buyer was Boston Partners, adding an estimated $75.3M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $72.2M.

  • 465 institutional investors held Universal Health Services (UHS) as of Q1 2021, up from 456 in Q4 2020.
  • Funds reported $9.8B of Universal Health Services stock for Q1 2021, down 2.4% quarter-over-quarter.
  • 63 funds opened new Universal Health Services positions in Q1 2021 and 52 closed out, a net change of +11 holders.
  • The largest Universal Health Services buyer in Q1 2021 was Boston Partners, an estimated $75.3M added.
  • The largest Universal Health Services seller in Q1 2021 was Thrivent Financial for Lutherans, an estimated $72.2M sold.

Based on aggregated 13F filings for Q1 2021.