Position in UHS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,329,430
+$1,042,172 QoQ
Shares Held
109,822
+28.6% QoQ
Ownership
0.186%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#69
of 593 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in UHS Over Time
Shares Held
Position Value (USD)
Derivatives in UHS
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$594,760
PutShares
4,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $145,063,083 across 17 Medical Care Facilities names. UHS ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
241,281 | $94,073,044 | |
| 2 | UHS |
Universal Health Services Inc
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|
109,822 | $16,329,430 | |
| 3 | DVA |
Davita Inc.
|
51,152 | $11,380,293 | |
| 4 | ENSG |
Ensign Group, Inc
|
33,276 | $5,334,141 | |
| 5 | BKD |
Brookdale Senior Living Inc.
|
237,693 | $3,824,479 | |
| 6 | EHC |
Encompass Health Corp
|
36,276 | $3,666,775 | |
| 7 | THC |
Tenet Healthcare Corp
|
17,818 | $3,333,390 | |
| 8 | CMPS |
COMPASS Pathways plc
|
119,222 | $1,686,991 |
All Filings in UHS
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,760 | 4,000 | Put | Defined | 2026-08-12 | |
| 2026-06-30 | $16,329,430 | 109,822 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $15,287,258 | 85,418 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $11,611,307 | 53,258 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $12,822,475 | 62,720 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $8,048,129 | 44,428 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $10,661,443 | 56,740 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $11,840,282 | 65,992 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $13,700,064 | 59,823 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $12,578,382 | 68,017 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $12,033,782 | 65,953 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $37,960,759 | 249,021 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $6,443,786 | 51,251 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $10,853,626 | 68,794 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $20,785,170 | 163,534 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $26,627,925 | 188,998 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $3,214,159 | 36,450 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $8,142,401 | 80,850 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $11,139,694 | 76,852 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $12,673,225 | 97,742 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $18,225,815 | 131,718 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $44,977,727 | 307,162 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $41,490,156 | 311,044 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $44,930,049 | 326,764 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $51,947,290 | 485,398 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $23,552,163 | 253,549 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $20,656,493 | 208,483 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||