Hospitals - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2025-09-04 13F-HR/A CYH / Community Health Systems Advisor Group Holdings, Inc. 4,955 6,221 25.55
2025-09-04 13F-HR/A SEM / Select Medical Holdings Advisor Group Holdings, Inc. 1,902 2,647 39.17
2025-09-04 13F-HR/A SGRY / Surgery Partners Advisor Group Holdings, Inc. 1,656 427 -74.21
2025-09-04 13F-HR/A THC / Tenet Healthcare Advisor Group Holdings, Inc. 11,045 12,667 14.69
2025-09-04 13F-HR/A MD / Pediatrix Medical Group Advisor Group Holdings, Inc. 1,588 1,468 -7.56
2025-09-04 13F-HR/A EHC / Encompass Health Advisor Group Holdings, Inc. 12,802 13,721 7.18
2025-09-04 13F-HR UHS / Universal Health Services Abn Amro Investment Solutions 1,482
2025-09-04 13F-HR HCA / HCA Healthcare Abn Amro Investment Solutions 2,437 2,532 3.90
2025-09-04 13F-HR HCA / HCA Healthcare Abn Amro Investment Solutions 2,437
2025-09-04 13F-HR HCA / HCA Healthcare Abn Amro Investment Solutions 2,532 1,701 -32.82
2025-09-04 13F-HR/A SSY / SunLink Health Systems Advisor Group Holdings, Inc. 8,120 4,810 -40.76
2025-09-04 13F-HR UHS / Universal Health Services Abn Amro Investment Solutions 973 0 -100.00
2025-09-04 13F-HR/A HCA / HCA Healthcare Advisor Group Holdings, Inc. 30,581 70,341 130.02
2025-09-04 13F-HR UHS / Universal Health Services Abn Amro Investment Solutions 1,482 973 -34.35
2025-09-04 13F-HR/A UHS / Universal Health Services Advisor Group Holdings, Inc. 3,620 24,675 581.63
2025-08-29 NPORT-P EHC / Encompass Health JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 1,614 1,642 1.73
2025-08-29 NPORT-P EHC / Encompass Health MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1,314 1,716 30.59
2025-08-29 NPORT-P EHC / Encompass Health FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 1,468,933 1,731,346 17.86
2025-08-29 NPORT-P EHC / Encompass Health JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S 5,242 3,462 -33.96
2025-08-29 NPORT-P EHC / Encompass Health DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 78,595 78,649 0.07
2025-08-29 NPORT-P UHS / Universal Health Services SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 3,730 3,730 0.00
2025-08-29 NPORT-P UHS / Universal Health Services JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 12,239 12,239 0.00
2025-08-29 NPORT-P UHS / Universal Health Services WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 23,834 39,323 64.99
2025-08-29 NPORT-P UHS / Universal Health Services JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV 1,300
2025-08-29 NPORT-P UHS / Universal Health Services GATEX - Gateway Trust - Gateway Fund Class A Shares 27,630 27,630 0.00
2025-08-29 NPORT-P UHS / Universal Health Services STXM - EA Series Trust - Strive Mid-Cap ETF 252 269 6.75
2025-08-29 NPORT-P UHS / Universal Health Services STXV - EA Series Trust - Strive 1000 Value ETF 238 225 -5.46
2025-08-29 NPORT-P UHS / Universal Health Services Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 5,451 5,512 1.12
2025-08-29 NPORT-P UHS / Universal Health Services ECML - EA Series Trust - Euclidean Fundamental Value ETF 12,698
2025-08-29 NPORT-P UHS / Universal Health Services PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 47,293 52,413 10.83
2025-08-29 13F-HR EHC / Encompass Health Centaurus Financial, Inc. 3,000 2,900 -3.33
2025-08-29 NPORT-P EHC / Encompass Health EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 16,059 15,867 -1.20
2025-08-29 NPORT-P EHC / Encompass Health USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 14,918 12,490 -16.28
2025-08-29 NPORT-P EHC / Encompass Health JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 40,301 39,423 -2.18
2025-08-29 NPORT-P EHC / Encompass Health FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares 4,250
2025-08-29 NPORT-P EHC / Encompass Health SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 1,476 1,356 -8.13
2025-08-29 NPORT-P EHC / Encompass Health KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 18,635 18,635 0.00
2025-08-29 NPORT-P UHS / Universal Health Services JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 4,254 4,038 -5.08
2025-08-29 NPORT-P HCA / HCA Healthcare EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 8,497 8,617 1.41
2025-08-29 NPORT-P HCA / HCA Healthcare DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A 492,861 325,077 -34.04
2025-08-29 NPORT-P HCA / HCA Healthcare JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 403,226 321,095 -20.37
2025-08-29 NPORT-P HCA / HCA Healthcare JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T 181,895 225,513 23.98
2025-08-29 NPORT-P HCA / HCA Healthcare SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 190 180 -5.26
2025-08-29 NPORT-P UHS / Universal Health Services JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 1,553 3,407 119.38
2025-08-29 NPORT-P HCA / HCA Healthcare JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 1,209 1,282 6.04
2025-08-29 NPORT-P HCA / HCA Healthcare USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 3,733 3,589 -3.86
2025-08-29 NPORT-P HCA / HCA Healthcare IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF 5,000 5,000 0.00
2025-08-29 NPORT-P HCA / HCA Healthcare Gabelli Equity Trust Inc 100 100 0.00
2025-08-29 NPORT-P HCA / HCA Healthcare JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 37,186 35,784 -3.77
2025-08-29 NPORT-P HCA / HCA Healthcare JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 178,011 148,154 -16.77
2025-08-29 NPORT-P HCA / HCA Healthcare Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 2,903 2,584 -10.99
2025-08-29 NPORT-P HCA / HCA Healthcare MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z 5,878 5,738 -2.38
2025-08-29 NPORT-P HCA / HCA Healthcare NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 4,943 4,922 -0.42
2025-08-29 NPORT-P HCA / HCA Healthcare SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 2,546 2,371 -6.87
2025-08-29 NPORT-P HCA / HCA Healthcare DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 106,006 80,381 -24.17
2025-08-29 NPORT-P HCA / HCA Healthcare GATEX - Gateway Trust - Gateway Fund Class A Shares 72,906 72,906 0.00
2025-08-29 NPORT-P UHS / Universal Health Services MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 423 459 8.51
2025-08-29 NPORT-P UHS / Universal Health Services DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 30,597 27,059 -11.56
2025-08-29 NPORT-P UHS / Universal Health Services USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 6,346 6,200 -2.30
2025-08-29 NPORT-P UHS / Universal Health Services QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 38,140 38,821 1.79
2025-08-29 NPORT-P UHS / Universal Health Services DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 32,265 32,287 0.07
2025-08-29 NPORT-P UHS / Universal Health Services JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 955 932 -2.41
2025-08-29 NPORT-P UHS / Universal Health Services DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 997 988 -0.90
2025-08-29 NPORT-P EHC / Encompass Health TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 112,600 105,980 -5.88
2025-08-29 NPORT-P EHC / Encompass Health DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund 38,553 32,403 -15.95
2025-08-29 NPORT-P EHC / Encompass Health Gabelli Healthcare & Wellnessrx Trust 1,500 625 -58.33
2025-08-29 NPORT-P EHC / Encompass Health JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 16,373 16,457 0.51
2025-08-29 NPORT-P EHC / Encompass Health VELA Funds - VELA Small Cap Fund Class I 27,488 23,517 -14.45
2025-08-29 NPORT-P EHC / Encompass Health MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 2,740 2,740 0.00
2025-08-29 NPORT-P EHC / Encompass Health STXM - EA Series Trust - Strive Mid-Cap ETF 454 482 6.17
2025-08-29 NPORT-P EHC / Encompass Health BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 325,148 187,754 -42.26
2025-08-29 NPORT-P EHC / Encompass Health SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 6,968 6,968 0.00
2025-08-29 NPORT-P EHC / Encompass Health JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares 1,890 1,403 -25.77
2025-08-29 NPORT-P HCA / HCA Healthcare JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV 5,972 4,490 -24.82
2025-08-29 NPORT-P HCA / HCA Healthcare GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 14,630 14,595 -0.24
2025-08-29 NPORT-P HCA / HCA Healthcare VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 2,734 2,665 -2.52
2025-08-29 NPORT-P HCA / HCA Healthcare STRV - EA Series Trust - Strive 500 ETF 3,018 3,165 4.87
2025-08-29 NPORT-P HCA / HCA Healthcare DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 3,998 3,965 -0.83
2025-08-29 NPORT-P HCA / HCA Healthcare CHGX - EA Series Trust - Stance Sustainable Beta ETF 528 0 -100.00
2025-08-29 NPORT-P HCA / HCA Healthcare DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 116,853 116,414 -0.38
2025-08-29 NPORT-P HCA / HCA Healthcare JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 139,355 110,550 -20.67
2025-08-29 NPORT-P HCA / HCA Healthcare FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 4,747 4,646 -2.13
2025-08-29 NPORT-P HCA / HCA Healthcare MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 996 742 -25.50
2025-08-29 NPORT-P HCA / HCA Healthcare SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 19 58 205.26
2025-08-29 NPORT-P HCA / HCA Healthcare Gabelli Healthcare & Wellnessrx Trust 11,000 9,000 -18.18
2025-08-29 NPORT-P HCA / HCA Healthcare JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 12,935 12,230 -5.45
2025-08-29 NPORT-P HCA / HCA Healthcare STXV - EA Series Trust - Strive 1000 Value ETF 653 583 -10.72
2025-08-29 NPORT-P HCA / HCA Healthcare DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 15,230 15,399 1.11
2025-08-29 NPORT-P HCA / HCA Healthcare STXG - EA Series Trust - Strive 1000 Growth ETF 88 88 0.00
2025-08-29 13F-HR HCA / HCA Healthcare Total Investment Management Inc 4
2025-08-29 NPORT-P HCA / HCA Healthcare WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 17,058 28,435 66.70
2025-08-29 NPORT-P HCA / HCA Healthcare JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 4,149 4,049 -2.41
2025-08-29 NPORT-P HCA / HCA Healthcare RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 687 965 40.47
2025-08-29 NPORT-P UHS / Universal Health Services OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 960 954 -0.62
2025-08-29 NPORT-P UHS / Universal Health Services EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 18,999 19,223 1.18
2025-08-29 NPORT-P UHS / Universal Health Services SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 753 662 -12.08
2025-08-29 NPORT-P UHS / Universal Health Services NIXT - EA Series Trust - Research Affiliates Deletions ETF 1,576 1,046 -33.63
2025-08-29 NPORT-P UHS / Universal Health Services KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 8,016 8,016 0.00
2025-08-29 NPORT-P EHC / Encompass Health DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 2,695 2,671 -0.89
2025-08-29 NPORT-P EHC / Encompass Health DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 59,846 60,678 1.39
2025-08-29 NPORT-P EHC / Encompass Health JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV 3,600 4,586 27.39
2025-08-29 NPORT-P HCA / HCA Healthcare Gabelli Dividend & Income Trust 17,250 17,100 -0.87
2025-08-29 NPORT-P HCA / HCA Healthcare FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 127 127 0.00
2025-08-29 NPORT-P EHC / Encompass Health STXV - EA Series Trust - Strive 1000 Value ETF 247 184 -25.51
2025-08-29 NPORT-P UHS / Universal Health Services SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 1,221 1,221 0.00
2025-08-29 NPORT-P EHC / Encompass Health STXG - EA Series Trust - Strive 1000 Growth ETF 191 191 0.00