We are live on ! Find out more
UHT

Universal Health Realty Income Trust

142 hedge funds and large institutions have $531M invested in Universal Health Realty Income Trust in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $215K | Put options by funds: $171K

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

1.29% less ownership

Funds ownership: 64.56%63.27% (-1.3%)

4% less funds holding

Funds holding: 148142 (-6)

19% less capital invested

Capital invested by funds: $656M → $531M (-$125M)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
142
Holders Change
-6
Holders Change %
-4.05%
% of All Funds
3.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
49
Reduced
39
Closed
14
Calls
$215K
Puts
$171K
Net Calls
+$44K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$773K -$197K -2,900 -19%
Millennium Management
52
Millennium Management
New York
$769K +$518K +7,647 +157%
Deutsche Bank
53
Deutsche Bank
Germany
$745K -$2.11M -31,203 -72%
AG
54
Aperio Group
California
$718K +$22.3K +329 +3%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$683K +$169K +2,500 +29%
AIG
56
American International Group
New York
$609K -$7.93K -117 -1%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$561K -$244K -3,600 -28%
Bessemer Group
58
Bessemer Group
New Jersey
$558K +$6.78K +100 +1%
Public Employees Retirement Association of Colorado
59
Public Employees Retirement Association of Colorado
Colorado
$552K
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$520K +$21.3K +314 +4%
SOADOR
61
State of Alaska Department of Revenue
Alaska
$513K +$9.01K +133 +2%
TPSF
62
Texas Permanent School Fund
Texas
$508K +$21.6K +319 +4%
LPL Financial
63
LPL Financial
California
$499K -$10.8K -160 -2%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$497K +$48K +708 +10%
Nomura Asset Management
65
Nomura Asset Management
Japan
$477K
OC
66
Oppenheimer & Co
New York
$460K
SG Americas Securities
67
SG Americas Securities
New York
$453K -$63.6K -939 -11%
EWM
68
Endurance Wealth Management
Rhode Island
$450K
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$426K +$6.78K +100 +1%
RIL
70
Rothschild Investment LLC
Illinois
$387K
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$384K -$12.7K -187 -3%
XK
72
Xact Kapitalforvaltning
Sweden
$378K
MIM
73
MetLife Investment Management
New Jersey
$375K
VOYA Investment Management
74
VOYA Investment Management
Georgia
$373K
Macquarie Group
75
Macquarie Group
Australia
$368K +$122K +1,800 +43%

UHT Hedge Fund Activity: Q4 2018 in Review

142 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2018, worth a combined $531M — down 19% from $656M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of UHT and 9 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 49 added.

The largest buyer was Boenning & Scattergood, adding an estimated $4.88M. The largest seller was Invesco, cutting an estimated $10.5M.

  • 142 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2018, down from 148 in Q3 2018.
  • Funds reported $531M of Universal Health Realty Income Trust stock for Q4 2018, down 19% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q4 2018 and 14 closed out, a net change of -5 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2018 was Boenning & Scattergood, an estimated $4.88M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2018 was Invesco, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2018.