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Universal Health Services

601 hedge funds and large institutions have $9.68B invested in Universal Health Services in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 203 increasing their positions, 224 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $63.7M | Put options by funds: $35.6M

2.25% more ownership

Funds ownership: 89.59%91.84% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 108

9% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 224

3% less funds holding

Funds holding: 619601 (-18)

21% less capital invested

Capital invested by funds: $12.2B → $9.68B (-$2.51B)

Holders
601
Holders Change
-18
Holders Change %
-2.91%
% of All Funds
7.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
98
Increased
203
Reduced
224
Closed
108
Calls
$63.7M
Puts
$35.6M
Net Calls
+$28.1M
Net Calls Change
-$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
576
Spire Wealth Management
Virginia
$1.26K +$204 +1 +17%
PMAM
577
Picton Mahoney Asset Management
Ontario, Canada
$1K
HWP
578
Highline Wealth Partners
California
$899
PTC
579
Private Trust Company
Ohio
$897
SIS
580
Sound Income Strategies
Florida
$897
ADL
581
Asset Dedication LLC
California
$718
BGAI
582
Bruce G. Allen Investments
Colorado
$718
RCM
583
Raleigh Capital Management
North Carolina
$718 +$407 +2 +100%
GFPC
584
Global Financial Private Client
Florida
$718 +$815 +4 New
NMG
585
New Millennium Group
Utah
$718 +$815 +4 New
PCTC
586
Perkins Coie Trust Company
Washington
$717
CAS
587
Coppell Advisory Solutions
Texas
$713 -$18.3K -90 -96%
CPG
588
Cornerstone Planning Group
New Jersey
$574 +$611 +3 New
TFM
589
TFC Financial Management
Massachusetts
$539 -$204 -1 -25%
BBHC
590
Brown Brothers Harriman & Co
New York
$538
CFO
591
CVA Family Office
Colorado
$538 +$611 +3 New
PWM
592
Parkworth Wealth Management
California
$538 +$611 +3 New
WA
593
Whipplewood Advisors
Colorado
$538 +$611 +3 New
AF
594
Advisornet Financial
Minnesota
$359 -$815 -4 -67%
WWP
595
WR Wealth Planners
Missouri
$359
NC
596
NewSquare Capital
Pennsylvania
$359 +$407 +2 New
PWA
597
Principia Wealth Advisory
Texas
$359 +$407 +2 New
NL
598
NVWM LLC
Pennsylvania
$179
WA
599
WestEnd Advisors
North Carolina
$179
AA
600
Ancora Advisors
Ohio
$179 +$204 +1 New

UHS Hedge Fund Activity: Q4 2024 in Review

601 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q4 2024, worth a combined $9.68B — down 21% from $12.2B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of UHS and 98 opened new positions — a net loss of 10 holders — while 224 trimmed existing stakes and 203 added.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $60.7M. The largest seller was Fidelity Investments, cutting an estimated $103M.

  • 601 institutional investors held Universal Health Services (UHS) as of Q4 2024, down from 619 in Q3 2024.
  • Funds reported $9.68B of Universal Health Services stock for Q4 2024, down 21% quarter-over-quarter.
  • 98 funds opened new Universal Health Services positions in Q4 2024 and 108 closed out, a net change of -10 holders.
  • The largest Universal Health Services buyer in Q4 2024 was Qube Research & Technologies (QRT), an estimated $60.7M added.
  • The largest Universal Health Services seller in Q4 2024 was Fidelity Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2024.