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Universal Health Services

619 hedge funds and large institutions have $12.2B invested in Universal Health Services in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 229 increasing their positions, 174 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 46

161% more call options, than puts

Call options by funds: $125M | Put options by funds: $47.9M

32% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 174

21% more capital invested

Capital invested by funds: $10B → $12.2B (+$2.14B)

17% more funds holding

Funds holding: 531619 (+88)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.47% less ownership

Funds ownership: 91.07%89.59% (-1.5%)

Holders
619
Holders Change
+88
Holders Change %
+16.57%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
137
Increased
229
Reduced
174
Closed
46
Calls
$125M
Puts
$47.9M
Net Calls
+$77M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
526
Whittier Trust
California
$82.4K
SAM
527
Smartleaf Asset Management
Massachusetts
$80K -$139K -646 -65%
SS
528
Sunbelt Securities
Texas
$69.2K +$65.1K +302 New
LCM
529
Logan Capital Management
Pennsylvania
$65.7K
CPA
530
Capital Performance Advisors
California
$65.7K +$61.8K +287 New
MA
531
Montag & Associates
Georgia
$65.5K
MG
532
Mather Group
Illinois
$64.8K +$14.7K +68 +32%
SIM
533
Sentry Investment Management
Wisconsin
$64K +$60.1K +279 New
BTI
534
Blue Trust Inc
Georgia
$59.5K +$30.6K +142 +79%
DMBA
535
Deseret Mutual Benefit Administrators
Utah
$49.2K
LIP
536
Liontrust Investment Partners
United Kingdom
$49.2K
CA
537
Centerpoint Advisors
Massachusetts
$47K +$17.2K +80 +64%
MCM
538
Manchester Capital Management
Vermont
$46.7K +$44K +204 New
CH
539
Cromwell Holdings
Wyoming
$45.1K
CA
540
Clearstead Advisors
Ohio
$44.9K +$25.2K +117 +148%
W
541
WealthCollab
Washington
$43.3K
HNB
542
Huntington National Bank
Ohio
$41.2K +$31.2K +145 +414%
Kayne Anderson Rudnick Investment Management
543
Kayne Anderson Rudnick Investment Management
California
$39.6K +$37.1K +172 +17,200%
AAP
544
Arax Advisory Partners
Colorado
$39.2K +$24.6K +114 +200%
TWD
545
True Wealth Design
Ohio
$39.2K +$36.8K +171 New
CFGS
546
Concourse Financial Group Securities
Alabama
$38.9K +$36.6K +170 New
ST
547
Smithfield Trust
Pennsylvania
$36K
FMP
548
Financial Management Professionals
Texas
$32K +$30K +139 New
UB
549
UMB Bank
Missouri
$27.7K
SPIA
550
Steward Partners Investment Advisory
New York
$26.6K -$862 -4 -3%

UHS Hedge Fund Activity: Q3 2024 in Review

619 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q3 2024, worth a combined $12.2B — up 21% from $10B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new UHS positions and 46 closed out — a net gain of 91 holders — while 229 added to existing stakes and 174 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $121M. The largest seller was Invesco, cutting an estimated $205M.

  • 619 institutional investors held Universal Health Services (UHS) as of Q3 2024, up from 531 in Q2 2024.
  • Funds reported $12.2B of Universal Health Services stock for Q3 2024, up 21% quarter-over-quarter.
  • 137 funds opened new Universal Health Services positions in Q3 2024 and 46 closed out, a net change of +91 holders.
  • The largest Universal Health Services buyer in Q3 2024 was Citadel Advisors, an estimated $121M added.
  • The largest Universal Health Services seller in Q3 2024 was Invesco, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2024.