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Universal Health Services

531 hedge funds and large institutions have $10B invested in Universal Health Services in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 205 increasing their positions, 171 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 39

20% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 171

7% more funds holding

Funds holding: 498531 (+33)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $10.2B → $10B (-$125M)

2.04% less ownership

Funds ownership: 93.1%91.07% (-2%)

65% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $53.3M

Holders
531
Holders Change
+33
Holders Change %
+6.63%
% of All Funds
7.67%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
78
Increased
205
Reduced
171
Closed
39
Calls
$18.5M
Puts
$53.3M
Net Calls
-$34.8M
Net Calls Change
-$39.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
501
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.04K +$1.95K +11 New
RS
502
Rakuten Securities
Japan
$2.03K +$1.95K +11 New
UWS
503
Unique Wealth Strategies
Illinois
$2.01K +$1.95K +11 New
CAM
504
ClariVest Asset Management
California
$1.66K -$1.59K -9 -50%
SWM
505
Spire Wealth Management
Virginia
$1.11K
TPCW
506
TD Private Client Wealth
New York
$1.11K
DF
507
Dunhill Financial
United Kingdom
$1.11K +$177 +1 +20%
CFO
508
CVA Family Office
Colorado
$1.11K +$1.06K +6 New
GKIM
509
GW&K Investment Management
Massachusetts
$1K +$354 +2 +100%
AF
510
Advisornet Financial
Minnesota
$925
HWP
511
Highline Wealth Partners
California
$925
PTC
512
Private Trust Company
Ohio
$925
SIS
513
Sound Income Strategies
Florida
$925 +$885 +5 New
WIA
514
Wetzel Investment Advisors
Indiana
$912
ADL
515
Asset Dedication LLC
California
$740
BGAI
516
Bruce G. Allen Investments
Colorado
$740
AGWCA
517
Annis Gardner Whiting Capital Advisors
Florida
$740 +$354 +2 +100%
CAS
518
Coppell Advisory Solutions
Texas
$740 +$708 +4 New
AWM
519
Avior Wealth Management
Nebraska
$739 -$5.31K -30 -88%
PCTC
520
Perkins Coie Trust Company
Washington
$739
A
521
AlphaQuest
New York
$555 -$896K -5,065 -100%
TFM
522
TFC Financial Management
Massachusetts
$555 -$177 -1 -25%
BBHC
523
Brown Brothers Harriman & Co
New York
$555
RCM
524
Raleigh Capital Management
North Carolina
$370
WWP
525
WR Wealth Planners
Missouri
$370

UHS Hedge Fund Activity: Q2 2024 in Review

531 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q2 2024, worth a combined $10B — down 1.2% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new UHS positions and 39 closed out — a net gain of 39 holders — while 205 added to existing stakes and 171 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $82.4M. The largest seller was Invesco, cutting an estimated $209M.

  • 531 institutional investors held Universal Health Services (UHS) as of Q2 2024, up from 498 in Q1 2024.
  • Funds reported $10B of Universal Health Services stock for Q2 2024, down 1.2% quarter-over-quarter.
  • 78 funds opened new Universal Health Services positions in Q2 2024 and 39 closed out, a net change of +39 holders.
  • The largest Universal Health Services buyer in Q2 2024 was Goldman Sachs, an estimated $82.4M added.
  • The largest Universal Health Services seller in Q2 2024 was Invesco, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2024.