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UHT

Universal Health Realty Income Trust
UHT

173 hedge funds and large institutions have $405M invested in Universal Health Realty Income Trust in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 48

18% more capital invested

Capital invested by funds: $342M → $405M (+$62.7M)

9% more funds holding

Funds holding: 158 → 173 (+15)

0.73% more ownership

Funds ownership: 63.19% → 63.92% (+0.73%)

Holders
173
Holders Change
+15
Holders Change %
+9.49%
% of All Funds
2.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
64
Reduced
48
Closed
6
Calls
$397K
Puts
–
Net Calls
+$397K
Net Calls Change
+$198K

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.84M
2
PAM
Panagora Asset Management
Massachusetts
+$1.45M
3
DCM
Dean Capital Management
Kansas
+$1.43M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.39M
5
DIA
Dean Investment Associates
Ohio
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$11.8M
2
Invesco
Invesco
Georgia
-$893K
3
DM
Deerfield Management
New York
-$541K
4
ProShare Advisors
ProShare Advisors
Maryland
-$448K
5
CS
Cannell & Spears
New York
-$430K
Name Holding Trade Value Shares
Change 		Change in
Stake
State of New Jersey Common Pension Fund D
26
State of New Jersey Common Pension Fund D
New Jersey
$2.04M -$262K -6,084 -12%
N
27
Nuveen
North Carolina
$2.01M – – –
PAM
28
Panagora Asset Management
Massachusetts
$2M +$1.45M +33,693 +339%
WA
29
WealthTrust Axiom
Pennsylvania
$1.94M -$10.1K -236 -0.6%
LCM
30
Legato Capital Management
California
$1.67M +$534K +12,411 +52%
Legal & General Group
31
Legal & General Group
United Kingdom
$1.62M -$11.5K -268 -0.8%
UBS Group
32
UBS Group
Switzerland
$1.53M -$4.73K -110 -0.3%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$1.49M -$32.5K -756 -2%
AA
34
ALPS Advisors
Colorado
$1.33M -$52.9K -1,231 -4%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.23M -$43K -1,000 -4%
PCM
36
Penserra Capital Management
California
$1.19M +$207K +4,805 +23%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.18M – – –
DA
38
Denali Advisors
California
$1.17M +$864K +20,100 +372%
Connor, Clark & Lunn Investment Management (CC&L)
39
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.16M +$409K +9,499 +60%
Los Angeles Capital Management
40
Los Angeles Capital Management
California
$1.15M +$117K +2,730 +12%
Canada Life
41
Canada Life
Manitoba, Canada
$1.14M -$117K -2,709 -10%
UBS AM
42
UBS AM
Illinois
$1.13M +$258K +5,994 +32%
CW
43
Code Waechter
Florida
$1.07M +$1.01M +23,398 New
Barclays
44
Barclays
United Kingdom
$1.05M +$783K +18,208 +392%
Citigroup
45
Citigroup
New York
$1.05M +$458K +10,652 +87%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$1.04M -$39.5K -919 -4%
LJAC
47
L.J. Altfest & Co
New York
$1.03M – – –
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$1.01M +$88.3K +2,053 +10%
AG
49
Algert Global
California
$931K +$571K +13,280 +188%
Wells Fargo
50
Wells Fargo
California
$930K +$9.63K +224 +1%
1
2
3 4 5

UHT Hedge Fund Activity: Q3 2024 in Review

173 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2024, worth a combined $405M — up 18% from $342M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UHT positions and 6 closed out — a net gain of 16 holders — while 64 added to existing stakes and 48 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $1.84M. The largest seller was Vanguard Group, cutting an estimated $11.8M.

  • 173 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2024, up from 158 in Q2 2024.
  • Funds reported $405M of Universal Health Realty Income Trust stock for Q3 2024, up 18% quarter-over-quarter.
  • 22 funds opened new Universal Health Realty Income Trust positions in Q3 2024 and 6 closed out, a net change of +16 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2024 was Arrowstreet Capital, an estimated $1.84M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2024 was Vanguard Group, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2024.