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UHT

Universal Health Realty Income Trust

164 hedge funds and large institutions have $324M invested in Universal Health Realty Income Trust in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 52

1.03% less ownership

Funds ownership: 63.92%62.9% (-1%)

5% less funds holding

Funds holding: 173164 (-9)

20% less capital invested

Capital invested by funds: $405M → $324M (-$80.9M)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
164
Holders Change
-9
Holders Change %
-5.2%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
58
Reduced
52
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.25M +$2.77K +68 +0.2%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$1.22M +$8.6K +211 +0.6%
Public Sector Pension Investment Board (PSP Investments)
28
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.18M +$196K +4,802 +18%
N
29
Nuveen
North Carolina
$1.17M -$511K -12,539 -29%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$1.15M +$1.07M +26,271 +573%
AA
31
ALPS Advisors
Colorado
$1.14M +$61.9K +1,520 +5%
Canada Life
32
Canada Life
Manitoba, Canada
$977K +$56.1K +1,378 +6%
Swiss National Bank
33
Swiss National Bank
Switzerland
$964K
DA
34
Denali Advisors
California
$949K
HF
35
HRT Financial
New York
$914K -$1.5M -36,869 -60%
Barclays
36
Barclays
United Kingdom
$882K +$35.1K +861 +4%
AQR Capital Management
37
AQR Capital Management
Connecticut
$881K +$251K +6,164 +35%
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$879K -$61.1K -1,501 -6%
CW
39
Code Waechter
Florida
$871K +$448 +11 +0%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$859K +$37.7K +925 +4%
Citigroup
41
Citigroup
New York
$856K +$6.31K +155 +0.7%
PCM
42
Penserra Capital Management
California
$845K -$138K -3,378 -13%
LJAC
43
L.J. Altfest & Co
New York
$835K
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$809K -$37.2K -912 -4%
AG
45
Algert Global
California
$802K +$48.8K +1,197 +6%
Citadel Advisors
46
Citadel Advisors
Florida
$753K +$424K +10,420 +106%
Connor, Clark & Lunn Investment Management (CC&L)
47
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$741K -$224K -5,504 -22%
Asset Management One
48
Asset Management One
Japan
$697K
Raymond James Financial
49
Raymond James Financial
Florida
$691K +$756K +18,567 New
Ohio Public Employees Retirement System (OPERS)
50
Ohio Public Employees Retirement System (OPERS)
Ohio
$671K -$5.87K -144 -0.8%

UHT Hedge Fund Activity: Q4 2024 in Review

164 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2024, worth a combined $324M — down 20% from $405M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of UHT and 14 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 58 added.

The largest buyer was BlackRock, adding an estimated $4.34M. The largest seller was ProShare Advisors, cutting an estimated $5.09M.

  • 164 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2024, down from 173 in Q3 2024.
  • Funds reported $324M of Universal Health Realty Income Trust stock for Q4 2024, down 20% quarter-over-quarter.
  • 14 funds opened new Universal Health Realty Income Trust positions in Q4 2024 and 21 closed out, a net change of -7 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2024 was BlackRock, an estimated $4.34M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2024 was ProShare Advisors, an estimated $5.09M sold.

Based on aggregated 13F filings for Q4 2024.