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This page summarizes the UHS holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether UHS is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing UHS Share Count |
|---|
| Robeco Institutional Asset Management B.V. |
2,331 |
25,472 |
+23,141 |
+992.75% |
| Atlas Capital Advisors LLC |
355 |
3,271 |
+2,916 |
+821.41% |
| Simplex Trading LLC |
167 |
618 |
+451 |
+270.06% |
| Global Retirement Partners LLC |
5 |
16 |
+11 |
+220.00% |
| Raymond James Financial Services Advisors Inc. |
2,531 |
5,815 |
+3,284 |
+129.75% |
| CENTRAL TRUST Co |
15 |
29 |
+14 |
+93.33% |
| Venturi Wealth Management LLC |
92 |
145 |
+53 |
+57.61% |
| GAMMA Investing LLC |
267 |
360 |
+93 |
+34.83% |
| DekaBank Deutsche Girozentrale |
3,383 |
4,521 |
+1,138 |
+33.64% |
| Capital Advisors Ltd. LLC |
47 |
55 |
+8 |
+17.02% |
| DGS Capital Management LLC |
5,805 |
6,662 |
+857 |
+14.76% |
| JJJ Advisors Inc. |
560 |
624 |
+64 |
+11.43% |
| Massmutual Trust Co. FSB ADV |
23 |
25 |
+2 |
+8.70% |
| Consolidated Investment Group LLC |
17,700 |
19,200 |
+1,500 |
+8.47% |
| Uncommon Cents Investing LLC |
3,450 |
3,720 |
+270 |
+7.83% |
| CWM LLC |
676 |
716 |
+40 |
+5.92% |
| Natixis Advisors L.P. |
32,735 |
33,889 |
+1,154 |
+3.53% |
| Wealth Enhancement Advisory Services LLC |
1,966 |
2,018 |
+52 |
+2.64% |
| Deroy & Devereaux Private Investment Counsel Inc. |
33,575 |
34,455 |
+880 |
+2.62% |
| GHP Investment Advisors Inc. |
34,178 |
35,063 |
+885 |
+2.59% |
| Valley National Advisers Inc. |
54 |
55 |
+1 |
+1.85% |
| UMB Bank N A MO |
66 |
67 |
+1 |
+1.52% |
| First Horizon Advisors Inc. |
717 |
724 |
+7 |
+0.98% |
| IFM Investors Pty Ltd |
12,711 |
12,776 |
+65 |
+0.51% |
| Czech National Bank |
10,685 |
10,734 |
+49 |
+0.46% |
| 13F Filers Reporting New Positions In UHS |
|---|
| Red Tortoise LLC |
0 |
0 |
UNCH |
100% |
| Trust Co. of Toledo NA OH |
0 |
1,200 |
+1,200 |
+100% |
| Denali Advisors LLC |
0 |
205 |
+205 |
+100% |
| Los Angeles Capital Management & Equity Research Inc. |
0 |
124,923 |
+124,923 |
+100% |
| DNB Asset Management AS |
0 |
8,452 |
+8,452 |
+100% |
| Mather Group LLC. |
0 |
200 |
+200 |
+100% |
| Capital Investment Advisors LLC |
0 |
1,115 |
+1,115 |
+100% |
| Symmetry Partners LLC |
0 |
1,106 |
+1,106 |
+100% |
| Counterpoint Mutual Funds LLC |
0 |
2,934 |
+2,934 |
+100% |
| LifeSteps Financial Inc. |
0 |
400 |
+400 |
+100% |
| Opal Wealth Advisors LLC |
0 |
15 |
+15 |
+100% |
| Global Assets Advisory LLC |
0 |
17,171 |
+17,171 |
+100% |
| Drive Wealth Management LLC |
0 |
1,176 |
+1,176 |
+100% |
| Lecap Asset Management Ltd. |
0 |
2,503 |
+2,503 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| State of Michigan Retirement System |
18,674 |
18,674 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
19,953 |
19,953 |
UNCH |
0.00% |
| Tompkins Financial Corp |
630 |
630 |
UNCH |
0.00% |
| Sanders Morris Harris LLC |
2,890 |
2,890 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
75 |
75 |
UNCH |
0.00% |
| First Citizens Bank & Trust Co. |
7,620 |
7,620 |
UNCH |
0.00% |
| Foster & Motley Inc. |
1,971 |
1,971 |
UNCH |
0.00% |
| Private Trust Co. NA |
5 |
5 |
UNCH |
0.00% |
| Asset Dedication LLC |
4 |
4 |
UNCH |
0.00% |
| Retirement Planning Group |
1,810 |
1,810 |
UNCH |
0.00% |
| Perkins Coie Trust Co |
4 |
4 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
5,126 |
5,126 |
UNCH |
0.00% |
| MV Capital Management Inc. |
60 |
60 |
UNCH |
0.00% |
| Radnor Capital Management LLC |
12,645 |
12,645 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
200 |
200 |
UNCH |
0.00% |
| Versant Capital Management Inc |
27 |
27 |
UNCH |
0.00% |
| Lindbrook Capital LLC |
79 |
79 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
51 |
51 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
4,624 |
4,624 |
UNCH |
0.00% |
| Royal Fund Management LLC |
4,588 |
4,588 |
UNCH |
0.00% |
| Spire Wealth Management |
6 |
6 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
24 |
24 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
1,390 |
1,390 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
32 |
32 |
UNCH |
0.00% |
| Bruce G. Allen Investments LLC |
4 |
4 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
5 |
5 |
UNCH |
0.00% |
| 13F Filers Decreasing UHS Share Count |
|---|
| AdvisorNet Financial Inc |
25 |
5 |
-20 |
-80.00% |
| Birch Capital Management LLC |
61 |
22 |
-39 |
-63.93% |
| Raymond James & Associates |
43,529 |
23,866 |
-19,663 |
-45.17% |
| Olstein Capital Management L.P. |
19,500 |
12,000 |
-7,500 |
-38.46% |
| Zurcher Kantonalbank Zurich Cantonalbank |
14,855 |
10,909 |
-3,946 |
-26.56% |
| Assenagon Asset Management S.A. |
53,239 |
39,539 |
-13,700 |
-25.73% |
| State of Alaska Department of Revenue |
19,549 |
16,399 |
-3,150 |
-16.11% |
| Wedge Capital Management L L P NC |
59,367 |
50,339 |
-9,028 |
-15.21% |
| Cambridge Investment Research Advisors Inc. |
1,653 |
1,498 |
-155 |
-9.38% |
| Allworth Financial LP |
44 |
40 |
-4 |
-9.09% |
| Yousif Capital Management LLC |
7,832 |
7,121 |
-711 |
-9.08% |
| Fifth Third Bancorp |
3,120 |
2,865 |
-255 |
-8.17% |
| Securian Asset Management Inc |
3,834 |
3,574 |
-260 |
-6.78% |
| Allspring Global Investments Holdings LLC |
3,253 |
3,043 |
-210 |
-6.46% |
| New Mexico Educational Retirement Board |
3,250 |
3,050 |
-200 |
-6.15% |
| Acropolis Investment Management LLC |
1,545 |
1,455 |
-90 |
-5.83% |
| New York State Teachers Retirement System |
69,483 |
66,185 |
-3,298 |
-4.75% |
| Amalgamated Bank |
21,621 |
20,716 |
-905 |
-4.19% |
| Hartford Investment Management Co. |
4,110 |
3,957 |
-153 |
-3.72% |
| Centre Asset Management LLC |
2,096 |
2,023 |
-73 |
-3.48% |
| Bank of New York Mellon Corp |
501,115 |
483,818 |
-17,297 |
-3.45% |
| Wealthfront Advisers LLC |
15,712 |
15,226 |
-486 |
-3.09% |
| Louisiana State Employees Retirement System |
3,700 |
3,600 |
-100 |
-2.70% |
| Brown Advisory Inc. |
5,109 |
4,981 |
-128 |
-2.51% |
| Sumitomo Mitsui Trust Holdings Inc. |
170,370 |
166,705 |
-3,665 |
-2.15% |
| Parsons Capital Management Inc. RI |
13,393 |
13,134 |
-259 |
-1.93% |
| Ritholtz Wealth Management |
5,681 |
5,662 |
-19 |
-0.33% |
| Stratos Wealth Partners LTD. |
3,093 |
3,087 |
-6 |
-0.19% |
| NBC Securities Inc. |
1,456 |
1,455 |
-1 |
-0.07% |
| Gateway Investment Advisers LLC |
47,494 |
47,486 |
-8 |
-0.02% |
| 13F Filers Exiting UHS |
|---|
| Sterling Group Wealth Management LLC |
2,288 |
0 |
-2,288 |
-100.00% |
| Ellsworth Advisors LLC |
31,382 |
0 |
-31,382 |
-100.00% |
| International Assets Investment Management LLC |
3,354 |
0 |
-3,354 |
-100.00% |
| Trilogy Capital Inc. |
1,624 |
0 |
-1,624 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
33,322 |
0 |
-33,322 |
-100.00% |
| ST Germain D J Co. Inc. |
80 |
0 |
-80 |
-100.00% |
See Summary: Institutional Holders of UHS
See Details: Top 10 Hedge Funds Holding UHS
Also See: UHS Insider Buying
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