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UHT

Universal Health Realty Income Trust

148 hedge funds and large institutions have $656M invested in Universal Health Realty Income Trust in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

19% more capital invested

Capital invested by funds: $553M → $656M (+$103M)

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

3% more funds holding

Funds holding: 143148 (+5)

1.62% more ownership

Funds ownership: 62.94%64.56% (+1.6%)

98% less call options, than puts

Call options by funds: $7K | Put options by funds: $342K

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
3.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
45
Reduced
38
Closed
8
Calls
$7K
Puts
$342K
Net Calls
-$335K
Net Calls Change
-$277K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$948K -$23.6K -335 -3%
CWM
52
Cornerstone Wealth Management
Missouri
$894K +$4.76M +67,649 New
Comerica Bank
53
Comerica Bank
Texas
$866K -$73.2K -1,040 -8%
AG
54
Aperio Group
California
$846K +$24.7K +351 +3%
AIG
55
American International Group
New York
$748K +$13.6K +193 +2%
Bessemer Group
56
Bessemer Group
New Jersey
$670K
Public Employees Retirement Association of Colorado
57
Public Employees Retirement Association of Colorado
Colorado
$670K
AAMU
58
Amundi Asset Management US
Massachusetts
$656K
Public Sector Pension Investment Board (PSP Investments)
59
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$642K +$51.1K +726 +9%
SG Americas Securities
60
SG Americas Securities
New York
$619K -$164K -2,330 -22%
LPL Financial
61
LPL Financial
California
$617K -$22.6K -321 -4%
SOADOR
62
State of Alaska Department of Revenue
Alaska
$613K +$293K +4,163 +101%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$606K -$30.9K -439 -5%
TPSF
64
Texas Permanent School Fund
Texas
$592K -$14K -199 -2%
Nomura Asset Management
65
Nomura Asset Management
Japan
$578K +$11.3K +160 +2%
OC
66
Oppenheimer & Co
New York
$559K
RJFSA
67
Raymond James Financial Services Advisors
Florida
$549K -$9.22K -131 -2%
EWM
68
Endurance Wealth Management
Rhode Island
$545K
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$521K +$493K +7,000 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$511K +$563 +8 +0.1%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$480K +$3.66K +52 +0.8%
RIL
72
Rothschild Investment LLC
Illinois
$469K
XK
73
Xact Kapitalforvaltning
Sweden
$459K +$70.4K +1,000 +19%
MIM
74
MetLife Investment Management
New Jersey
$455K
VOYA Investment Management
75
VOYA Investment Management
Georgia
$453K

UHT Hedge Fund Activity: Q3 2018 in Review

148 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2018, worth a combined $656M — up 19% from $553M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UHT positions and 8 closed out — a net gain of 6 holders — while 45 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $5.02M. The largest seller was JP Morgan Chase, cutting an estimated $1.03M.

  • 148 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2018, up from 143 in Q2 2018.
  • Funds reported $656M of Universal Health Realty Income Trust stock for Q3 2018, up 19% quarter-over-quarter.
  • 14 funds opened new Universal Health Realty Income Trust positions in Q3 2018 and 8 closed out, a net change of +6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2018 was BlackRock, an estimated $5.02M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2018 was JP Morgan Chase, an estimated $1.03M sold.

Based on aggregated 13F filings for Q3 2018.