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UHT

Universal Health Realty Income Trust

142 hedge funds and large institutions have $531M invested in Universal Health Realty Income Trust in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $215K | Put options by funds: $171K

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

1.29% less ownership

Funds ownership: 64.56%63.27% (-1.3%)

4% less funds holding

Funds holding: 148142 (-6)

19% less capital invested

Capital invested by funds: $656M → $531M (-$125M)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
142
Holders Change
-6
Holders Change %
-4.05%
% of All Funds
3.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
49
Reduced
39
Closed
14
Calls
$215K
Puts
$171K
Net Calls
+$44K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$1.76M +$774K +11,421 +66%
CC
27
Cannell & Co
New York
$1.67M
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$1.66M
MAM
29
Martingale Asset Management
Massachusetts
$1.62M +$74.5K +1,100 +4%
New York State Teachers Retirement System (NYSTRS)
30
New York State Teachers Retirement System (NYSTRS)
New York
$1.61M
TCIM
31
TIAA CREF Investment Management
New York
$1.59M -$45.9K -677 -3%
TA
32
Teachers Advisors
New York
$1.55M
AllianceBernstein
33
AllianceBernstein
Tennessee
$1.48M -$41.1K -607 -2%
Invesco
34
Invesco
Georgia
$1.45M -$10.5M -155,315 -87%
LJAC
35
L.J. Altfest & Co
New York
$1.44M
Asset Management One
36
Asset Management One
Japan
$1.42M -$226K -3,336 -13%
UBS Group
37
UBS Group
Switzerland
$1.42M +$83.5K +1,232 +6%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.42M +$40.7K +600 +3%
Barclays
39
Barclays
United Kingdom
$1.42M -$614K -9,059 -28%
Canada Life
40
Canada Life
Manitoba, Canada
$1.4M +$115K +1,694 +7%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$1.38M -$164K -2,423 -10%
SO
42
STRS Ohio
Ohio
$1.37M +$83.4K +1,231 +6%
Prudential Financial
43
Prudential Financial
New Jersey
$1.33M -$90.4K -1,334 -6%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$1.24M +$39.6K +585 +3%
ASRS
45
Arizona State Retirement System
Arizona
$1.2M +$76.6K +1,131 +6%
TIAAOA
46
Teachers Insurance & Annuity Association of America
New York
$1.11M +$82.1K +1,211 +7%
DLG
47
Daniel L. Goodwin
$958K
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$838K -$34.6K -510 -4%
Comerica Bank
49
Comerica Bank
Texas
$836K +$5.9K +87 +0.7%
Citigroup
50
Citigroup
New York
$806K -$123K -1,813 -12%

UHT Hedge Fund Activity: Q4 2018 in Review

142 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2018, worth a combined $531M — down 19% from $656M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of UHT and 9 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 49 added.

The largest buyer was Boenning & Scattergood, adding an estimated $4.88M. The largest seller was Invesco, cutting an estimated $10.5M.

  • 142 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2018, down from 148 in Q3 2018.
  • Funds reported $531M of Universal Health Realty Income Trust stock for Q4 2018, down 19% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q4 2018 and 14 closed out, a net change of -5 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2018 was Boenning & Scattergood, an estimated $4.88M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2018 was Invesco, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2018.