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UHT

Universal Health Realty Income Trust

172 hedge funds and large institutions have $974M invested in Universal Health Realty Income Trust in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.02% more ownership

Funds ownership: 70.05%78.07% (+8%)

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

5% less funds holding

Funds holding: 182172 (-10)

14% less capital invested

Capital invested by funds: $1.13B → $974M (-$155M)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

52% less call options, than puts

Call options by funds: $413K | Put options by funds: $859K

Holders
172
Holders Change
-10
Holders Change %
-5.49%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
54
Reduced
53
Closed
24
Calls
$413K
Puts
$859K
Net Calls
-$446K
Net Calls Change
-$306K
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
51
Fiera Capital (Canada)
Quebec, Canada
$1.71M -$12.8K -116 -0.7%
DLG
52
Daniel L. Goodwin
$1.57M
RJFSA
53
Raymond James Financial Services Advisors
Florida
$1.56M -$1.02M -9,269 -38%
SOADOR
54
State of Alaska Department of Revenue
Alaska
$1.55M +$243K +2,200 +17%
AG
55
Aperio Group
California
$1.37M -$14.3K -130 -0.9%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$1.27M -$469K -4,249 -25%
AQR Capital Management
57
AQR Capital Management
Connecticut
$1.23M +$22.4K +203 +2%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$1.17M
Comerica Bank
59
Comerica Bank
Texas
$1.15M +$43.9K +398 +3%
TCM
60
Tekla Capital Management
Massachusetts
$1.14M +$608K +5,516 +96%
TPSF
61
Texas Permanent School Fund
Texas
$1.08M +$227K +2,060 +24%
Citigroup
62
Citigroup
New York
$1.01M -$277K -2,515 -20%
MIH
63
Meitav Investment House
Israel
$955K +$111K +1,009 +12%
AIG
64
American International Group
New York
$888K -$48.4K -439 -5%
Nomura Asset Management
65
Nomura Asset Management
Japan
$876K +$99.3K +900 +12%
LPL Financial
66
LPL Financial
California
$872K -$246K -2,233 -21%
Two Sigma Advisers
67
Two Sigma Advisers
New York
$872K +$99.3K +900 +12%
SG Americas Securities
68
SG Americas Securities
New York
$859K +$639K +5,793 +212%
Deutsche Bank
69
Deutsche Bank
Germany
$855K -$1.07M -9,709 -53%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$828K +$905K +8,209 New
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$822K +$59.4K +539 +7%
State of Tennessee, Department of Treasury
72
State of Tennessee, Department of Treasury
Tennessee
$807K -$28.3K -257 -3%
VRS
73
Virginia Retirement Systems
Virginia
$786K +$199K +1,800 +30%
OC
74
Oppenheimer & Co
New York
$771K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$764K +$32K +290 +4%

UHT Hedge Fund Activity: Q1 2020 in Review

172 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2020, worth a combined $974M — down 14% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of UHT and 17 opened new positions — a net loss of 7 holders — while 53 trimmed existing stakes and 54 added.

The largest buyer was VanEck Associates, adding an estimated $120M. The largest seller was Morgan Stanley, cutting an estimated $7.92M.

  • 172 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2020, down from 182 in Q4 2019.
  • Funds reported $974M of Universal Health Realty Income Trust stock for Q1 2020, down 14% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q1 2020 and 24 closed out, a net change of -7 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2020 was VanEck Associates, an estimated $120M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2020 was Morgan Stanley, an estimated $7.92M sold.

Based on aggregated 13F filings for Q1 2020.