Monitor next 10-Q for hospital volume and margin trends that may have driven this Q3 accumulation. The 45-day reporting lag means the cluster may have been partially unwound — watch for insider Form 4 filings to confirm conviction.
Executive Summary
Five asset managers doubled or more than doubled their UHS positions in Q3 2026, adding $20.3M in aggregate, while two small holders trimmed $298K. The buying is broad-based across active managers, suggesting a shared thesis on hospital utilization or margin recovery, though 13F data is 45+ days stale.
Key Financial Metrics
Institutional Positions
Net institutional flow: $20.0M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | DOUBLED | +102.8% | $239.0K | $138.0K |
| Wealth Enhancement Advisory Services | DOUBLED | +267.4% | $7.1M | $5.4M |
| Assenagon Asset Management | DOUBLED | +154.2% | $19.5M | $13.0M |
| Concurrent Investment Advisors | DOUBLED | +316.3% | $1.1M | $845.0K |
| Hb Wealth Management | DOUBLED | +372.3% | $1.2M | $994.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Mather Group | TRIM | -37.2% | $87.0K | -$23.0K |
| Pensiondanmark Pensionsforsikringsaktieselskab | TRIM | -43% | $831.0K | -$275.0K |
Key Facts
- 5 buyers added $20.3M in new value, 2 sellers trimmed $298K
- All 5 buyers at least doubled their positions (range: +103% to +372%)
- Largest buyer: Assenagon Asset Management added $13.0M (154% increase to $19.5M)
- Wealth Enhancement Advisory Services added $5.4M (267% increase to $7.1M)
- Sellers were small: Mather Group trimmed $23K, Pensiondanmark trimmed $275K
- Net conviction is bullish with $20.0M net buying vs $298K selling
Financial Impact
5 institutions accumulated $20.3M in new UHS positions while 2 reduced holdings by $298K, for net buying of $20.0M
Risk Factors
- 13F data is 45+ days stale; positions may have been reduced since quarter-end
- All buyers are asset managers, not activist or event-driven funds — thesis may be slow-moving
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-UHS-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 8-K | $187.32 | awaiting T+1 | — | — |
Oct 27, 2026 today | Press Release | $175.00 | awaiting T+1 | — | — |
Oct 23, 2026 4d ago | Institutional Cluster | $186.89 $185.71 | ▼ −0.63% | ▼ −1.34% | — |
Oct 19, 2026 8d ago | SC 13G | $182.29 $185.61 | ▲ +1.82% | ▲ +1.49% | — |
Oct 8, 2026 19d ago | SC 13G | $175.72 $177.35 | ▲ +0.93% | ▲ +0.33% | — |
Oct 5, 2026 22d ago | Press Release | $177.08 | awaiting T+1 | — | — |
Aug 21, 2026 9w ago | 8-K | $177.26 $176.40 | ▼ −0.49% | ▼ −0.19% | — |
Jul 27, 2026 13w ago | Press Release | $166.22 $168.16 | ▼ −1.17% | ▼ −2.71% | — |
May 21, 2026 22w ago | 8-K | $162.28 $157.52 | ▼ −2.93% | ▼ −3.38% | — |
Apr 24, 2026 26w ago | 8-K | $173.78 $179.02 | ▲ +3.02% | ▲ +2.85% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers