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Universal Health Services

439 hedge funds and large institutions have $7.28B invested in Universal Health Services in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 144 increasing their positions, 162 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $14.1M

1.63% less ownership

Funds ownership: 94.62%93% (-1.6%)

4% less funds holding

Funds holding: 458439 (-19)

11% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 162

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 79

22% less capital invested

Capital invested by funds: $9.38B → $7.28B (-$2.11B)

Holders
439
Holders Change
-19
Holders Change %
-4.15%
% of All Funds
6.97%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
64
Increased
144
Reduced
162
Closed
79
Calls
$18.4M
Puts
$14.1M
Net Calls
+$4.29M
Net Calls Change
-$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$901M -$20.1M -147,145 -2%
First Eagle Investment Management
2
First Eagle Investment Management
New York
$584M -$5.99M -43,910 -0.9%
BlackRock
3
BlackRock
New York
$566M -$4.16M -30,504 -0.7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$505M -$182M -1,335,982 -25%
Invesco
5
Invesco
Georgia
$427M +$18.3M +134,122 +4%
State Street
6
State Street
Massachusetts
$337M -$9.74M -71,339 -3%
CCM
7
Camber Capital Management
Massachusetts
$251M +$10.2M +75,000 +4%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$247M +$87.1M +638,166 +48%
GCM
9
Glenview Capital Management
New York
$220M +$46.5M +340,891 +24%
American Century Companies
10
American Century Companies
Missouri
$215M +$26.7M +195,650 +13%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$203M +$1.71M +12,493 +0.8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$185M +$2.31M +16,930 +1%
NI
13
Nuance Investments
Missouri
$184M +$874K +6,400 +0.4%
Citadel Advisors
14
Citadel Advisors
Florida
$145M +$79.2M +579,863 +102%
JP Morgan Chase
15
JP Morgan Chase
New York
$137M +$5.08M +37,243 +4%
LSV Asset Management
16
LSV Asset Management
Illinois
$126M -$7.73M -56,640 -5%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$122M +$3.6M +26,388 +3%
Northern Trust
18
Northern Trust
Illinois
$79.8M +$225K +1,646 +0.3%
Millennium Management
19
Millennium Management
New York
$75.1M -$45.7M -335,117 -36%
Charles Schwab
20
Charles Schwab
California
$72.6M -$263K -1,929 -0.3%
Norges Bank
21
Norges Bank
Norway
$67.6M +$2.74M +20,067 +4%
Goldman Sachs
22
Goldman Sachs
New York
$64.8M +$10.7M +78,290 +18%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$63.9M -$1.69M -12,348 -2%
ITP
24
Iron Triangle Partners
Connecticut
$63.1M +$4.34M +31,800 +7%
Legal & General Group
25
Legal & General Group
United Kingdom
$55.9M -$2.96M -21,690 -5%

UHS Hedge Fund Activity: Q3 2023 in Review

439 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Universal Health Services (UHS) for Q3 2023, worth a combined $7.28B — down 22% from $9.38B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of UHS and 64 opened new positions — a net loss of 15 holders — while 162 trimmed existing stakes and 144 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $87.1M. The largest seller was Fidelity Investments, cutting an estimated $182M.

  • 439 institutional investors held Universal Health Services (UHS) as of Q3 2023, down from 458 in Q2 2023.
  • Funds reported $7.28B of Universal Health Services stock for Q3 2023, down 22% quarter-over-quarter.
  • 64 funds opened new Universal Health Services positions in Q3 2023 and 79 closed out, a net change of -15 holders.
  • The largest Universal Health Services buyer in Q3 2023 was Massachusetts Financial Services, an estimated $87.1M added.
  • The largest Universal Health Services seller in Q3 2023 was Fidelity Investments, an estimated $182M sold.

Based on aggregated 13F filings for Q3 2023.