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UHT

Universal Health Realty Income Trust

143 hedge funds and large institutions have $553M invested in Universal Health Realty Income Trust in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

6% more capital invested

Capital invested by funds: $522M → $553M (+$31.8M)

0.21% less ownership

Funds ownership: 63.15%62.94% (-0.21%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 146143 (-3)

15% less call options, than puts

Call options by funds: $339K | Put options by funds: $397K

Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
3.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
46
Reduced
41
Closed
15
Calls
$339K
Puts
$397K
Net Calls
-$58K
Net Calls Change
-$430K
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$760K +$23.1K +375 +3%
AG
52
Aperio Group
California
$705K +$5.18K +84 +0.8%
SG Americas Securities
53
SG Americas Securities
New York
$681K +$526K +8,532 +403%
AIG
54
American International Group
New York
$630K +$108K +1,749 +22%
Citigroup
55
Citigroup
New York
$616K -$8.01K -130 -1%
Bessemer Group
56
Bessemer Group
New Jersey
$576K -$30.8K -500 -5%
Public Employees Retirement Association of Colorado
57
Public Employees Retirement Association of Colorado
Colorado
$576K
AAMU
58
Amundi Asset Management US
Massachusetts
$565K -$18.5K -300 -3%
LPL Financial
59
LPL Financial
California
$551K -$134K -2,172 -20%
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$550K -$18.5K -300 -3%
TPSF
61
Texas Permanent School Fund
Texas
$522K -$12.9K -210 -3%
Public Sector Pension Investment Board (PSP Investments)
62
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$506K
Nomura Asset Management
63
Nomura Asset Management
Japan
$487K -$7.39K -120 -2%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$481K +$62 +1 +0%
OC
65
Oppenheimer & Co
New York
$480K
EWM
66
Endurance Wealth Management
Rhode Island
$469K
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$438K -$36.1K -586 -8%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$409K +$62 +1 +0%
BS
69
Boenning & Scattergood
Pennsylvania
$409K +$394K +6,400 New
RIL
70
Rothschild Investment LLC
Illinois
$403K
MIM
71
MetLife Investment Management
New Jersey
$391K
VOYA Investment Management
72
VOYA Investment Management
Georgia
$389K -$30.9K -502 -8%
LSERS
73
Louisiana State Employees Retirement System
Louisiana
$365K +$6.16K +100 +2%
NRS
74
Neville Rodie & Shaw
New York
$345K
XK
75
Xact Kapitalforvaltning
Sweden
$330K +$18.5K +300 +6%

UHT Hedge Fund Activity: Q2 2018 in Review

143 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2018, worth a combined $553M — up 6.1% from $522M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UHT and 14 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 46 added.

The largest buyer was BlackRock, adding an estimated $8.53M. The largest seller was Vanguard Group, cutting an estimated $4.62M.

  • 143 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2018, down from 146 in Q1 2018.
  • Funds reported $553M of Universal Health Realty Income Trust stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 14 funds opened new Universal Health Realty Income Trust positions in Q2 2018 and 15 closed out, a net change of -1 holder.
  • The largest Universal Health Realty Income Trust buyer in Q2 2018 was BlackRock, an estimated $8.53M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2018 was Vanguard Group, an estimated $4.62M sold.

Based on aggregated 13F filings for Q2 2018.