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UHT

Universal Health Realty Income Trust
UHT

166 hedge funds and large institutions have $415M invested in Universal Health Realty Income Trust in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $682K | Put options by funds: $210K

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

10% more funds holding

Funds holding: 151 → 166 (+15)

8% more capital invested

Capital invested by funds: $384M → $415M (+$30.9M)

0.11% less ownership

Funds ownership: 64.35% → 64.24% (-0.11%)

4% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 52

Holders
166
Holders Change
+15
Holders Change %
+9.93%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
50
Reduced
52
Closed
13
Calls
$682K
Puts
$210K
Net Calls
+$472K
Net Calls Change
-$586K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.96M
2
DIA
Dean Investment Associates
Ohio
+$2.19M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$2.18M
4
Amundi
Amundi
France
+$955K
5
DCM
Dean Capital Management
Kansas
+$871K

Top Sellers

Rank Fund Capital Flow
1
ProShare Advisors
ProShare Advisors
Maryland
-$6.8M
2
UBS AM
UBS AM
Illinois
-$2.07M
3
Goldman Sachs
Goldman Sachs
New York
-$1.59M
4
N
Nuveen
North Carolina
-$1.36M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
ETC
26
Exchange Traded Concepts
Oklahoma
$1.27M +$43.9K +910 +4%
CC
27
Cannell & Co
New York
$1.25M – – –
New York State Teachers Retirement System (NYSTRS)
28
New York State Teachers Retirement System (NYSTRS)
New York
$1.25M – – –
SC
29
Shay Capital
New York
$1.19M -$241K -5,000 -17%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$1.16M -$2.27K -47 -0.2%
Canada Life
31
Canada Life
Manitoba, Canada
$1.15M -$19.4K -403 -2%
UBS Group
32
UBS Group
Switzerland
$1.11M -$48.5K -1,007 -4%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.11M – – –
LJAC
34
L.J. Altfest & Co
New York
$1.07M -$30.7K -636 -3%
Stifel Financial
35
Stifel Financial
Missouri
$1.06M -$419K -8,692 -28%
SO
36
STRS Ohio
Ohio
$933K +$140K +2,905 +17%
Bank of America
37
Bank of America
North Carolina
$932K +$441K +9,148 +88%
Wells Fargo
38
Wells Fargo
California
$931K +$177K +3,667 +23%
Asset Management One
39
Asset Management One
Japan
$924K -$20K -414 -2%
KBC Group
40
KBC Group
Belgium
$872K +$413K +8,570 +88%
DCM
41
Dean Capital Management
Kansas
$862K +$871K +18,069 New
LCM
42
Legato Capital Management
California
$862K +$871K +18,069 New
CS
43
Credit Suisse
Switzerland
$849K +$135K +2,802 +19%
WGAM
44
Wilkinson Global Asset Management
New York
$811K – – –
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$788K +$8.53K +177 +1%
AllianceBernstein
46
AllianceBernstein
Tennessee
$779K +$29.6K +614 +4%
DLG
47
Daniel L. Goodwin
$745K – – –
MAM
48
Martingale Asset Management
Massachusetts
$736K +$193 +4 +0%
SOADOR
49
State of Alaska Department of Revenue
Alaska
$726K +$5.01K +104 +0.7%
Ohio Public Employees Retirement System (OPERS)
50
Ohio Public Employees Retirement System (OPERS)
Ohio
$707K -$246K -5,097 -26%
1
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UHT Hedge Fund Activity: Q4 2022 in Review

166 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2022, worth a combined $415M — up 8% from $384M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UHT positions and 13 closed out — a net gain of 17 holders — while 50 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $3.96M. The largest seller was ProShare Advisors, exiting entirely with an estimated $6.8M sold.

  • 166 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2022, up from 151 in Q3 2022.
  • Funds reported $415M of Universal Health Realty Income Trust stock for Q4 2022, up 8% quarter-over-quarter.
  • 30 funds opened new Universal Health Realty Income Trust positions in Q4 2022 and 13 closed out, a net change of +17 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2022 was BlackRock, an estimated $3.96M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2022 was ProShare Advisors, an estimated $6.8M sold.

Based on aggregated 13F filings for Q4 2022.