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UHT

Universal Health Realty Income Trust
UHT

158 hedge funds and large institutions have $342M invested in Universal Health Realty Income Trust in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 45

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

12% more capital invested

Capital invested by funds: $307M → $342M (+$35.6M)

2.73% more ownership

Funds ownership: 60.45% → 63.19% (+2.7%)

1% more funds holding

Funds holding: 157 → 158 (+1)

Holders
158
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
60
Reduced
45
Closed
23
Calls
$199K
Puts
–
Net Calls
+$199K
Net Calls Change
+$214K

Top Buyers

Rank Fund Capital Flow
1
ProShare Advisors
ProShare Advisors
Maryland
+$4.98M
2
Goldman Sachs
Goldman Sachs
New York
+$1.62M
3
DIA
Dean Investment Associates
Ohio
+$941K
4
Bank of America
Bank of America
North Carolina
+$916K
5
Morgan Stanley
Morgan Stanley
New York
+$871K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$9.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$689K
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$655K
4
State Street
State Street
Massachusetts
-$638K
5
CSS
Cubist Systematic Strategies
Connecticut
-$630K
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
26
HRT Financial
New York
$1.52M +$408K +11,157 +40%
Legal & General Group
27
Legal & General Group
United Kingdom
$1.39M +$31.8K +871 +3%
UBS Group
28
UBS Group
Switzerland
$1.32M -$145K -3,959 -11%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$1.31M +$37.1K +1,014 +3%
AA
30
ALPS Advisors
Colorado
$1.18M -$46.9K -1,283 -4%
Public Sector Pension Investment Board (PSP Investments)
31
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.1M +$58.6K +1,603 +6%
Canada Life
32
Canada Life
Manitoba, Canada
$1.08M +$87.1K +2,384 +9%
Swiss National Bank
33
Swiss National Bank
Switzerland
$1.01M – – –
DCM
34
Dean Capital Management
Kansas
$939K +$386K +10,548 +78%
LCM
35
Legato Capital Management
California
$939K +$386K +10,548 +78%
New York State Teachers Retirement System (NYSTRS)
36
New York State Teachers Retirement System (NYSTRS)
New York
$923K -$36.5K -1,000 -4%
CS
37
Cannell & Spears
New York
$900K – – –
LJAC
38
L.J. Altfest & Co
New York
$879K – – –
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$876K +$557K +15,250 +214%
PCM
40
Penserra Capital Management
California
$834K +$158K +4,312 +25%
Wells Fargo
41
Wells Fargo
California
$787K +$3.07K +84 +0.4%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$787K +$12.3K +337 +2%
SFI
43
Susquehanna Fundamental Investments
Pennsylvania
$750K +$122K +3,333 +21%
UBS AM
44
UBS AM
Illinois
$736K +$206K +5,638 +43%
AQR Capital Management
45
AQR Capital Management
Connecticut
$729K +$680K +18,616 New
Asset Management One
46
Asset Management One
Japan
$711K -$183 -5 -0%
Ohio Public Employees Retirement System (OPERS)
47
Ohio Public Employees Retirement System (OPERS)
Ohio
$705K -$5.48K -150 -0.8%
WGAM
48
Wilkinson Global Asset Management
New York
$665K – – –
Nomura Asset Management
49
Nomura Asset Management
Japan
$627K +$66.9K +1,830 +13%
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$623K +$366K +10,012 +170%
1
2
3 4 5

UHT Hedge Fund Activity: Q2 2024 in Review

158 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2024, worth a combined $342M — up 12% from $307M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UHT positions and 23 closed out — a net gain of 3 holders — while 60 added to existing stakes and 45 trimmed.

The largest buyer was ProShare Advisors, adding an estimated $4.98M. The largest seller was Vanguard Group, cutting an estimated $9.6M.

  • 158 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2024, up from 157 in Q1 2024.
  • Funds reported $342M of Universal Health Realty Income Trust stock for Q2 2024, up 12% quarter-over-quarter.
  • 26 funds opened new Universal Health Realty Income Trust positions in Q2 2024 and 23 closed out, a net change of +3 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2024 was ProShare Advisors, an estimated $4.98M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2024 was Vanguard Group, an estimated $9.6M sold.

Based on aggregated 13F filings for Q2 2024.