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UHT

Universal Health Realty Income Trust

182 hedge funds and large institutions have $1.13B invested in Universal Health Realty Income Trust in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 47

19% more capital invested

Capital invested by funds: $948M → $1.13B (+$181M)

13% more funds holding

Funds holding: 161182 (+21)

2.9% more ownership

Funds ownership: 67.15%70.05% (+2.9%)

21% less call options, than puts

Call options by funds: $516K | Put options by funds: $656K

Holders
182
Holders Change
+21
Holders Change %
+13.04%
% of All Funds
3.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
56
Reduced
47
Closed
9
Calls
$516K
Puts
$656K
Net Calls
-$140K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$4.1M -$194K -1,703 -5%
CS
27
Credit Suisse
Switzerland
$4.05M +$863K +7,579 +28%
Bessemer Group
28
Bessemer Group
New Jersey
$3.68M -$68.3K -600 -2%
Ohio Public Employees Retirement System (OPERS)
29
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.68M -$4.1K -36 -0.1%
UBS Group
30
UBS Group
Switzerland
$3.68M +$446K +3,913 +14%
Goldman Sachs
31
Goldman Sachs
New York
$3.54M +$1.01M +8,868 +42%
First Trust Advisors
32
First Trust Advisors
Illinois
$3.4M -$555K -4,875 -14%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.33M -$444K -3,900 -12%
Barclays
34
Barclays
United Kingdom
$3.28M +$611K +5,364 +24%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$3.24M -$38.4K -337 -1%
CC
36
Cannell & Co
New York
$3.2M
AllianceBernstein
37
AllianceBernstein
Tennessee
$3.12M -$32.8K -288 -1%
New York State Teachers Retirement System (NYSTRS)
38
New York State Teachers Retirement System (NYSTRS)
New York
$3.09M
Swiss National Bank
39
Swiss National Bank
Switzerland
$2.93M +$56.9K +500 +2%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$2.9M +$2.09M +18,324 +287%
Canada Life
41
Canada Life
Manitoba, Canada
$2.84M +$2.77M +24,369 New
Asset Management One
42
Asset Management One
Japan
$2.82M -$68.7K -603 -2%
LJAC
43
L.J. Altfest & Co
New York
$2.76M +$2.67M +23,486 New
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$2.58M +$428K +3,757 +21%
Prudential Financial
45
Prudential Financial
New Jersey
$2.54M -$41.3K -363 -2%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$2.3M -$45K -395 -2%
SO
47
STRS Ohio
Ohio
$2.14M -$7.17K -63 -0.3%
Deutsche Bank
48
Deutsche Bank
Germany
$2.13M +$270K +2,373 +15%
Fiera Capital (Canada)
49
Fiera Capital (Canada)
Quebec, Canada
$2.01M -$319K -2,800 -14%
AAMU
50
Amundi Asset Management US
Massachusetts
$2M -$144K -1,267 -7%

UHT Hedge Fund Activity: Q4 2019 in Review

182 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2019, worth a combined $1.13B — up 19% from $948M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UHT positions and 9 closed out — a net gain of 23 holders — while 56 added to existing stakes and 47 trimmed.

The largest buyer was Invesco, adding an estimated $18.1M. The largest seller was State Street, cutting an estimated $6.87M.

  • 182 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2019, up from 161 in Q3 2019.
  • Funds reported $1.13B of Universal Health Realty Income Trust stock for Q4 2019, up 19% quarter-over-quarter.
  • 32 funds opened new Universal Health Realty Income Trust positions in Q4 2019 and 9 closed out, a net change of +23 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2019 was Invesco, an estimated $18.1M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2019 was State Street, an estimated $6.87M sold.

Based on aggregated 13F filings for Q4 2019.