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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
Deutsche Bank
51
Deutsche Bank
Germany
$25.7M +$7.43M +56,005 +41%
Grantham, Mayo, Van Otterloo & Co (GMO)
52
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$24.2M +$4.83M +36,400 +25%
CCP
53
Clough Capital Partners
Massachusetts
$22.9M +$22.8M +171,835 New
UBS Group
54
UBS Group
Switzerland
$22.8M -$1.12M -8,483 -5%
Mackenzie Financial
55
Mackenzie Financial
Ontario, Canada
$21M +$9.64M +72,668 +86%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$20.5M +$683K +5,150 +3%
KBC Group
57
KBC Group
Belgium
$20.2M +$520K +3,924 +3%
Lord, Abbett & Co
58
Lord, Abbett & Co
New Jersey
$19.5M +$1.92M +14,510 +11%
AllianceBernstein
59
AllianceBernstein
Tennessee
$19.2M +$217K +1,638 +1%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$18.9M -$7.27M -54,839 -28%
RP
61
Reinhart Partners
Wisconsin
$18.8M -$2.75M -20,776 -13%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$18.2M -$1.44M -10,846 -7%
Barclays
63
Barclays
United Kingdom
$17.4M +$4.71M +35,524 +37%
Citadel Advisors
64
Citadel Advisors
Florida
$16.9M -$4.52M -34,054 -21%
Morgan Stanley
65
Morgan Stanley
New York
$16.6M -$390K -2,939 -2%
Prudential Financial
66
Prudential Financial
New Jersey
$16.3M -$9.02M -68,022 -36%
Robeco Institutional Asset Management
67
Robeco Institutional Asset Management
Netherlands
$15.5M +$4.64M +35,029 +43%
AAMU
68
Amundi Asset Management US
Massachusetts
$14.9M -$306K -2,308 -2%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$14.9M +$459K +3,458 +3%
Los Angeles Capital Management
70
Los Angeles Capital Management
California
$14.7M +$1.79M +13,493 +14%
FP
71
Foundry Partners
Minnesota
$14.6M +$3.51M +26,445 +32%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$14.6M -$533K -4,020 -4%
Lazard Asset Management
73
Lazard Asset Management
New York
$14.1M +$1.24M +9,386 +10%
SEI Investments
74
SEI Investments
Pennsylvania
$13.9M +$2.29M +17,268 +20%
SI
75
Scout Investments
Missouri
$13.9M +$1.59M +12,027 +13%

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.