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UHT

Universal Health Realty Income Trust
UHT

156 hedge funds and large institutions have $428M invested in Universal Health Realty Income Trust in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $780K | Put options by funds: $256K

0.58% less ownership

Funds ownership: 65.82% → 65.25% (-0.58%)

2% less capital invested

Capital invested by funds: $437M → $428M (-$8.82M)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

6% less funds holding

Funds holding: 166 → 156 (-10)

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
156
Holders Change
-10
Holders Change %
-6.02%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
54
Reduced
57
Closed
19
Calls
$780K
Puts
$256K
Net Calls
+$524K
Net Calls Change
-$102K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.41M
2
Millennium Management
Millennium Management
New York
+$1.44M
3
UBS Group
UBS Group
Switzerland
+$736K
4
N
Nuveen
North Carolina
+$641K
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$565K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$1.82M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.59M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$1.23M
4
SC
Shay Capital
New York
-$1.2M
5
JP Morgan Chase
JP Morgan Chase
New York
-$928K
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
26
Barclays
United Kingdom
$1.88M +$5.74K +125 +0.3%
Millennium Management
27
Millennium Management
New York
$1.5M +$1.44M +31,425 New
Swiss National Bank
28
Swiss National Bank
Switzerland
$1.35M – – –
DCM
29
Dean Capital Management
Kansas
$1.31M +$244K +5,309 +24%
LCM
30
Legato Capital Management
California
$1.31M +$244K +5,309 +24%
CS
31
Credit Suisse
Switzerland
$1.3M +$502K +10,923 +67%
AA
32
ALPS Advisors
Colorado
$1.29M -$76K -1,654 -6%
CC
33
Cannell & Co
New York
$1.25M – – –
New York State Teachers Retirement System (NYSTRS)
34
New York State Teachers Retirement System (NYSTRS)
New York
$1.24M -$4.59K -100 -0.4%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$1.17M +$14.1K +306 +1%
Bank of America
36
Bank of America
North Carolina
$1.16M -$439K -9,557 -28%
Wells Fargo
37
Wells Fargo
California
$1.14M +$107K +2,334 +11%
Canada Life
38
Canada Life
Manitoba, Canada
$1.13M -$59.6K -1,298 -5%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.07M +$9.65K +210 +0.9%
LJAC
40
L.J. Altfest & Co
New York
$1.07M – – –
Asset Management One
41
Asset Management One
Japan
$1.01M +$48.3K +1,051 +5%
KBC Group
42
KBC Group
Belgium
$841K -$230K -5,000 -22%
WGAM
43
Wilkinson Global Asset Management
New York
$809K – – –
Ohio Public Employees Retirement System (OPERS)
44
Ohio Public Employees Retirement System (OPERS)
Ohio
$803K -$5.47K -119 -0.7%
MAM
45
Martingale Asset Management
Massachusetts
$787K +$51.5K +1,120 +7%
VRS
46
Virginia Retirement Systems
Virginia
$785K -$27.6K -600 -4%
Prudential Financial
47
Prudential Financial
New Jersey
$755K +$150K +3,270 +26%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$753K -$21.3K -463 -3%
Goldman Sachs
49
Goldman Sachs
New York
$693K -$752K -16,371 -53%
Citigroup
50
Citigroup
New York
$683K +$148K +3,211 +29%
1
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UHT Hedge Fund Activity: Q2 2023 in Review

156 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2023, worth a combined $428M — down 2% from $437M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of UHT and 9 opened new positions — a net loss of 10 holders — while 57 trimmed existing stakes and 54 added.

The largest buyer was BlackRock, adding an estimated $3.41M. The largest seller was Invesco, cutting an estimated $1.82M.

  • 156 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2023, down from 166 in Q1 2023.
  • Funds reported $428M of Universal Health Realty Income Trust stock for Q2 2023, down 2% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q2 2023 and 19 closed out, a net change of -10 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2023 was BlackRock, an estimated $3.41M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2023 was Invesco, an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2023.