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Universal Health Services

419 hedge funds and large institutions have $7.58B invested in Universal Health Services in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 145 increasing their positions, 152 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $52.1M | Put options by funds: $19.6M

5% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 152

2.84% less ownership

Funds ownership: 97.24%94.4% (-2.8%)

4% less funds holding

Funds holding: 435419 (-16)

12% less capital invested

Capital invested by funds: $8.57B → $7.58B (-$992M)

19% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 59

55% less funds holding in top 10

Funds holding in top 10: 115 (-6)

Holders
419
Holders Change
-16
Holders Change %
-3.68%
% of All Funds
6.68%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.08%
New
48
Increased
145
Reduced
152
Closed
59
Calls
$52.1M
Puts
$19.6M
Net Calls
+$32.5M
Net Calls Change
+$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$56.9M -$4.55M -32,988 -7%
Goldman Sachs
27
Goldman Sachs
New York
$56.7M -$39.3M -284,755 -39%
AQR Capital Management
28
AQR Capital Management
Connecticut
$49.9M -$24.6M -178,512 -31%
Morgan Stanley
29
Morgan Stanley
New York
$47.6M -$224K -1,625 -0.4%
First Trust Advisors
30
First Trust Advisors
Illinois
$43.2M -$9.75M -70,636 -17%
EIP
31
Epoch Investment Partners
New York
$35.2M -$29.7M -215,008 -44%
Swiss National Bank
32
Swiss National Bank
Switzerland
$32.3M -$1.82M -13,200 -5%
UBS AM
33
UBS AM
Illinois
$31.8M -$1.76M -12,756 -5%
PHS
34
PFM Health Sciences
California
$29.7M +$15.1M +109,264 +88%
Grantham, Mayo, Van Otterloo & Co (GMO)
35
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$29.6M -$6.39M -46,300 -17%
VBA
36
Van Berkom & Associates
Quebec, Canada
$29.1M +$1.91M +13,813 +6%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$27.8M +$11M +80,054 +57%
Bank of America
38
Bank of America
North Carolina
$25.8M +$4.79M +34,723 +21%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$25.6M -$1.1M -7,956 -4%
VRS
40
Virginia Retirement Systems
Virginia
$24.6M +$25.7M +186,022 +2,548%
N
41
Nuveen
North Carolina
$21.4M +$703K +5,093 +3%
WCM
42
Wedge Capital Management
North Carolina
$21.2M -$2.64M -19,103 -10%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$20.8M -$3.51M -25,464 -13%
LIP
44
Liontrust Investment Partners
United Kingdom
$20.1M +$21.8M +157,931 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$18.6M -$1.79M -12,947 -8%
SEI Investments
46
SEI Investments
Pennsylvania
$18.3M +$3.51M +25,414 +21%
Deutsche Bank
47
Deutsche Bank
Germany
$17.7M -$1.58M -11,482 -8%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$16.4M -$1.89M -13,671 -10%
Principal Financial Group
49
Principal Financial Group
Iowa
$16.3M -$847K -6,135 -5%
IIM
50
INTECH Investment Management
Florida
$16.1M +$5.55M +40,234 +47%

UHS Hedge Fund Activity: Q1 2023 in Review

419 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q1 2023, worth a combined $7.58B — down 12% from $8.57B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of UHS and 48 opened new positions — a net loss of 11 holders — while 152 trimmed existing stakes and 145 added.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $106M. The largest seller was Invesco, cutting an estimated $175M.

  • 419 institutional investors held Universal Health Services (UHS) as of Q1 2023, down from 435 in Q4 2022.
  • Funds reported $7.58B of Universal Health Services stock for Q1 2023, down 12% quarter-over-quarter.
  • 48 funds opened new Universal Health Services positions in Q1 2023 and 59 closed out, a net change of -11 holders.
  • The largest Universal Health Services buyer in Q1 2023 was Ceredex Value Advisors, an estimated $106M added.
  • The largest Universal Health Services seller in Q1 2023 was Invesco, an estimated $175M sold.

Based on aggregated 13F filings for Q1 2023.