In a recent filing with the Securities and Exchange Commission, First Eagle Investment Management revealed a significant increase in its ownership of Universal Health Services, Inc. (UHS). The firm boosted its stake by over 105%, adding approximately 4.69 million shares to hold a total of 9.11 million. This transaction increased the reported value of First Eagle's position to $1.35 billion, making up 2.23% of its disclosed portfolio.
Investors should note that 13F filings are submitted up to 45 days after the end of a quarter, meaning this disclosure reflects trading activity that occurred between April and June 2026. During that quarter, Universal Health Services reported an 8.3% year-over-year increase in net revenues to $4.64 billion and beat earnings estimates. The hospital operator's strong quarterly results were driven by growth in both its Acute Care and Behavioral Health segments.