We are live on ! Find out more
UHT

Universal Health Realty Income Trust
UHT

172 hedge funds and large institutions have $974M invested in Universal Health Realty Income Trust in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.02% more ownership

Funds ownership: 70.05% → 78.07% (+8%)

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

5% less funds holding

Funds holding: 182 → 172 (-10)

14% less capital invested

Capital invested by funds: $1.13B → $974M (-$155M)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

52% less call options, than puts

Call options by funds: $413K | Put options by funds: $859K

Holders
172
Holders Change
-10
Holders Change %
-5.49%
% of All Funds
3.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
54
Reduced
53
Closed
24
Calls
$413K
Puts
$859K
Net Calls
-$446K
Net Calls Change
-$306K

Top Buyers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
+$120M
2
Goldman Sachs
Goldman Sachs
New York
+$5.71M
3
State Street
State Street
Massachusetts
+$5.19M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.79M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.67M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.92M
2
BlackRock
BlackRock
New York
-$6.03M
3
Wells Fargo
Wells Fargo
California
-$4.83M
4
Invesco
Invesco
Georgia
-$3.66M
5
Barclays
Barclays
United Kingdom
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$4.49M +$301K +2,732 +5%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$4.17M +$3.79M +34,341 +486%
UBS AM
28
UBS AM
Illinois
$3.93M +$363K +3,295 +9%
Ohio Public Employees Retirement System (OPERS)
29
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.33M +$179K +1,625 +5%
Bessemer Group
30
Bessemer Group
New Jersey
$3.21M +$44.1K +400 +1%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$2.92M +$152K +1,382 +5%
Public Sector Pension Investment Board (PSP Investments)
32
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.86M – – –
CC
33
Cannell & Co
New York
$2.67M -$77.2K -700 -3%
AllianceBernstein
34
AllianceBernstein
Tennessee
$2.67M -$12.1K -110 -0.4%
New York State Teachers Retirement System (NYSTRS)
35
New York State Teachers Retirement System (NYSTRS)
New York
$2.65M – – –
Canada Life
36
Canada Life
Manitoba, Canada
$2.62M +$213K +1,928 +8%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$2.58M +$401K +3,640 +17%
Swiss National Bank
38
Swiss National Bank
Switzerland
$2.55M +$33.1K +300 +1%
UBS Group
39
UBS Group
Switzerland
$2.49M -$730K -6,616 -21%
CS
40
Credit Suisse
Switzerland
$2.42M -$1.16M -10,475 -30%
LJAC
41
L.J. Altfest & Co
New York
$2.37M – – –
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$2.34M +$2.56M +23,195 New
First Trust Advisors
43
First Trust Advisors
Illinois
$2.24M -$752K -6,821 -24%
Prudential Financial
44
Prudential Financial
New Jersey
$2.12M -$71.6K -649 -3%
SO
45
STRS Ohio
Ohio
$2.03M +$211K +1,910 +10%
Asset Management One
46
Asset Management One
Japan
$1.99M -$465K -4,214 -18%
VanEck Associates
47
VanEck Associates
New York
$1.98M +$120M +1,090,852 +1,454,469%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$1.95M -$24.2K -219 -1%
AAMU
49
Amundi Asset Management US
Massachusetts
$1.79M +$81.7K +741 +4%
Barclays
50
Barclays
United Kingdom
$1.75M -$1.17M -10,586 -38%
1
2
3 4 5

UHT Hedge Fund Activity: Q1 2020 in Review

172 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2020, worth a combined $974M — down 14% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of UHT and 17 opened new positions — a net loss of 7 holders — while 53 trimmed existing stakes and 54 added.

The largest buyer was VanEck Associates, adding an estimated $120M. The largest seller was Morgan Stanley, cutting an estimated $7.92M.

  • 172 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2020, down from 182 in Q4 2019.
  • Funds reported $974M of Universal Health Realty Income Trust stock for Q1 2020, down 14% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q1 2020 and 24 closed out, a net change of -7 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2020 was VanEck Associates, an estimated $120M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2020 was Morgan Stanley, an estimated $7.92M sold.

Based on aggregated 13F filings for Q1 2020.