We are live on ! Find out more
UHT

Universal Health Realty Income Trust
UHT

166 hedge funds and large institutions have $437M invested in Universal Health Realty Income Trust in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $890K | Put options by funds: $264K

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

5% more capital invested

Capital invested by funds: $415M → $437M (+$22.4M)

1.58% more ownership

Funds ownership: 64.24% → 65.82% (+1.6%)

0% more funds holding

Funds holding: 166 → 166 (0)

5% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 56

Holders
166
Holders Change
–
Holders Change %
0%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
53
Reduced
56
Closed
15
Calls
$890K
Puts
$264K
Net Calls
+$626K
Net Calls Change
+$154K

Top Buyers

Rank Fund Capital Flow
1
ProShare Advisors
ProShare Advisors
Maryland
+$9.61M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$4.63M
3
UBS AM
UBS AM
Illinois
+$2.85M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.7M
5
Stifel Financial
Stifel Financial
Missouri
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$5.63M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.56M
3
Invesco
Invesco
Georgia
-$823K
4
ETC
Exchange Traded Concepts
Oklahoma
-$740K
5
Amundi
Amundi
France
-$611K
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$1.56M +$119K +2,301 +8%
UBS Group
27
UBS Group
Switzerland
$1.49M +$396K +7,665 +33%
Goldman Sachs
28
Goldman Sachs
New York
$1.49M +$184K +3,561 +13%
AA
29
ALPS Advisors
Colorado
$1.38M -$148K -2,863 -9%
Swiss National Bank
30
Swiss National Bank
Switzerland
$1.36M -$170K -3,300 -10%
N
31
Nuveen
North Carolina
$1.31M -$17.6K -341 -1%
CC
32
Cannell & Co
New York
$1.26M – – –
New York State Teachers Retirement System (NYSTRS)
33
New York State Teachers Retirement System (NYSTRS)
New York
$1.25M -$10.3K -200 -0.8%
Canada Life
34
Canada Life
Manitoba, Canada
$1.2M +$54.6K +1,057 +4%
SC
35
Shay Capital
New York
$1.2M – – –
Fidelity Investments
36
Fidelity Investments
Massachusetts
$1.17M +$1.7K +33 +0.1%
KBC Group
37
KBC Group
Belgium
$1.09M +$228K +4,422 +24%
LJAC
38
L.J. Altfest & Co
New York
$1.08M – – –
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.07M -$48.6K -941 -4%
DCM
40
Dean Capital Management
Kansas
$1.07M +$219K +4,240 +23%
LCM
41
Legato Capital Management
California
$1.07M +$219K +4,240 +23%
Wells Fargo
42
Wells Fargo
California
$1.04M +$112K +2,167 +11%
Asset Management One
43
Asset Management One
Japan
$966K +$45.8K +887 +5%
VRS
44
Virginia Retirement Systems
Virginia
$823K +$124K +2,400 +16%
WGAM
45
Wilkinson Global Asset Management
New York
$818K – – –
Ohio Public Employees Retirement System (OPERS)
46
Ohio Public Employees Retirement System (OPERS)
Ohio
$817K +$113K +2,182 +15%
CS
47
Credit Suisse
Switzerland
$785K -$75.5K -1,462 -8%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$783K -$11.4K -221 -1%
SO
49
STRS Ohio
Ohio
$778K -$174K -3,363 -17%
MAM
50
Martingale Asset Management
Massachusetts
$742K +$1.03K +20 +0.1%
1
2
3 4 5

UHT Hedge Fund Activity: Q1 2023 in Review

166 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2023, worth a combined $437M — up 5.4% from $415M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UHT positions and 15 closed out — a net gain of 2 holders — while 53 added to existing stakes and 56 trimmed.

The largest buyer was ProShare Advisors, opening a new position worth an estimated $9.61M. The largest seller was BlackRock, cutting an estimated $5.63M.

  • 166 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $437M of Universal Health Realty Income Trust stock for Q1 2023, up 5.4% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q1 2023 and 15 closed out, a net change of +2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2023 was ProShare Advisors, an estimated $9.61M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2023 was BlackRock, an estimated $5.63M sold.

Based on aggregated 13F filings for Q1 2023.