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UHT

Universal Health Realty Income Trust
UHT

152 hedge funds and large institutions have $392M invested in Universal Health Realty Income Trust in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $359M → $392M (+$33.4M)

1.4% more ownership

Funds ownership: 64.23% → 65.63% (+1.4%)

6% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 53

4% less funds holding

Funds holding: 159 → 152 (-7)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

Holders
152
Holders Change
-7
Holders Change %
-4.4%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
50
Reduced
53
Closed
21
Calls
$549K
Puts
–
Net Calls
+$549K
Net Calls Change
+$145K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.85M
2
Ameriprise
Ameriprise
Minnesota
+$3.58M
3
BlackRock
BlackRock
New York
+$2.68M
4
State Street
State Street
Massachusetts
+$776K
5
PCM
Penserra Capital Management
California
+$607K

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.63M
2
Millennium Management
Millennium Management
New York
-$1.56M
3
Norges Bank
Norges Bank
Norway
-$977K
4
Stifel Financial
Stifel Financial
Missouri
-$819K
5
Citadel Advisors
Citadel Advisors
Florida
-$751K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
ALPS Advisors
Colorado
$1.37M +$186K +4,557 +17%
N
27
Nuveen
North Carolina
$1.33M +$60.2K +1,476 +5%
Public Sector Pension Investment Board (PSP Investments)
28
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.14M +$435K +10,674 +68%
CS
29
Credit Suisse
Switzerland
$1.13M +$10.2K +250 +1%
Swiss National Bank
30
Swiss National Bank
Switzerland
$1.12M -$118K -2,900 -10%
Barclays
31
Barclays
United Kingdom
$1.12M +$584K +14,338 +124%
Canada Life
32
Canada Life
Manitoba, Canada
$1.08M +$46.9K +1,151 +5%
New York State Teachers Retirement System (NYSTRS)
33
New York State Teachers Retirement System (NYSTRS)
New York
$1.07M -$28.5K -700 -3%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$1.03M -$76K -1,864 -7%
CC
35
Cannell & Co
New York
$994K -$135K -3,300 -13%
LJAC
36
L.J. Altfest & Co
New York
$971K – – –
Wells Fargo
37
Wells Fargo
California
$882K -$6.85K -168 -0.8%
Asset Management One
38
Asset Management One
Japan
$854K -$7.05K -173 -0.9%
DCM
39
Dean Capital Management
Kansas
$800K +$75.8K +1,860 +11%
LCM
40
Legato Capital Management
California
$800K +$75.8K +1,860 +11%
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$790K +$693 +17 +0.1%
WGAM
42
Wilkinson Global Asset Management
New York
$735K – – –
MAM
43
Martingale Asset Management
Massachusetts
$712K -$3.67K -90 -0.5%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$661K +$175K +4,292 +39%
Prudential Financial
45
Prudential Financial
New Jersey
$647K +$815 +20 +0.1%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$645K +$16.8K +413 +3%
PCM
47
Penserra Capital Management
California
$644K +$607K +14,896 New
Nomura Asset Management
48
Nomura Asset Management
Japan
$614K – – –
Jane Street
49
Jane Street
New York
$609K +$315K +7,732 +122%
AllianceBernstein
50
AllianceBernstein
Tennessee
$603K +$18.8K +462 +3%
1
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UHT Hedge Fund Activity: Q4 2023 in Review

152 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2023, worth a combined $392M — up 9.3% from $359M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of UHT and 16 opened new positions — a net loss of 5 holders — while 53 trimmed existing stakes and 50 added.

The largest buyer was Morgan Stanley, adding an estimated $6.85M. The largest seller was Bank of New York Mellon, cutting an estimated $1.63M.

  • 152 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2023, down from 159 in Q3 2023.
  • Funds reported $392M of Universal Health Realty Income Trust stock for Q4 2023, up 9.3% quarter-over-quarter.
  • 16 funds opened new Universal Health Realty Income Trust positions in Q4 2023 and 21 closed out, a net change of -5 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2023 was Morgan Stanley, an estimated $6.85M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2023 was Bank of New York Mellon, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2023.