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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.11B +$1.44M +10,833 +0.1%
BlackRock
2
BlackRock
New York
$713M +$19.7M +148,342 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$524M +$27.7M +209,080 +6%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$487M -$110K -830 -0%
State Street
5
State Street
Massachusetts
$423M -$26.1M -196,633 -6%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$409M +$6.43M +48,466 +2%
Invesco
7
Invesco
Georgia
$401M +$51M +384,737 +15%
American Century Companies
8
American Century Companies
Missouri
$339M +$73.3M +552,542 +28%
Boston Partners
9
Boston Partners
Massachusetts
$258M +$75.3M +567,789 +41%
JP Morgan Chase
10
JP Morgan Chase
New York
$258M +$3.61M +27,227 +1%
Wells Fargo
11
Wells Fargo
California
$226M -$6.67M -50,268 -3%
Goldman Sachs
12
Goldman Sachs
New York
$225M +$27.7M +208,792 +14%
Nordea Investment Management
13
Nordea Investment Management
Sweden
$216M -$6.09M -45,943 -3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$192M +$12.3M +92,651 +7%
LSV Asset Management
15
LSV Asset Management
Illinois
$190M -$33.7M -253,851 -15%
CCM
16
Camber Capital Management
Massachusetts
$187M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$183M +$11.9M +90,072 +7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$158M +$7.95M +59,992 +5%
GCM
19
Glenview Capital Management
New York
$155M +$70.9M +534,988 +86%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$154M -$60.9M -459,106 -29%
MWNA
21
Marshall Wace North America
New York
$129M -$6.26M -47,233 -5%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$124M +$4.56M +34,377 +4%
Northern Trust
23
Northern Trust
Illinois
$117M -$1.94M -14,663 -2%
Norges Bank
24
Norges Bank
Norway
$98.3M -$2.14M -16,111 -2%
WCM
25
Wedge Capital Management
North Carolina
$91.3M -$19.6M -148,155 -18%

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.