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UHT

Universal Health Realty Income Trust

156 hedge funds and large institutions have $428M invested in Universal Health Realty Income Trust in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $780K | Put options by funds: $256K

0.58% less ownership

Funds ownership: 65.82%65.25% (-0.58%)

2% less capital invested

Capital invested by funds: $437M → $428M (-$8.82M)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

6% less funds holding

Funds holding: 166156 (-10)

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
156
Holders Change
-10
Holders Change %
-6.02%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
54
Reduced
57
Closed
19
Calls
$780K
Puts
$256K
Net Calls
+$524K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
COPPSERS
51
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$683K +$41.8K +910 +7%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$678K -$19K -413 -3%
Nomura Asset Management
53
Nomura Asset Management
Japan
$675K +$50.5K +1,100 +8%
Deutsche Bank
54
Deutsche Bank
Germany
$646K +$7.58K +165 +1%
AllianceBernstein
55
AllianceBernstein
Tennessee
$644K +$26.7K +581 +4%
SOADOR
56
State of Alaska Department of Revenue
Alaska
$637K -$87.8K -1,911 -12%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$597K -$2.85K -62 -0.5%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$578K -$20K -435 -3%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$557K +$538K +11,714 New
ETC
60
Exchange Traded Concepts
Oklahoma
$552K -$25.8K -561 -5%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$545K -$31.6K -688 -6%
DLG
62
Daniel L. Goodwin
$543K -$9.19K -200 -2%
TCM
63
Tekla Capital Management
Massachusetts
$536K
TPSF
64
Texas Permanent School Fund
Texas
$532K +$34.1K +743 +7%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$507K +$229K +4,974 +88%
PI
66
PFG Investments
New York
$496K +$10K +218 +2%
Amundi
67
Amundi
France
$484K -$181K -3,932 -28%
RIL
68
Rothschild Investment LLC
Illinois
$449K
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$447K +$110K +2,391 +34%
Allspring Global Investments
70
Allspring Global Investments
North Carolina
$417K +$361K +7,853 +866%
TAM
71
Tocqueville Asset Management
New York
$409K +$96.5K +2,100 +32%
LPL Financial
72
LPL Financial
California
$374K +$22.1K +480 +6%
Mitsubishi UFJ Asset Management
73
Mitsubishi UFJ Asset Management
Japan
$367K +$67.9K +1,478 +24%
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$358K +$41.4K +900 +14%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$357K -$19.1K -415 -5%

UHT Hedge Fund Activity: Q2 2023 in Review

156 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2023, worth a combined $428M — down 2% from $437M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of UHT and 9 opened new positions — a net loss of 10 holders — while 57 trimmed existing stakes and 54 added.

The largest buyer was BlackRock, adding an estimated $3.41M. The largest seller was Invesco, cutting an estimated $1.82M.

  • 156 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2023, down from 166 in Q1 2023.
  • Funds reported $428M of Universal Health Realty Income Trust stock for Q2 2023, down 2% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q2 2023 and 19 closed out, a net change of -10 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2023 was BlackRock, an estimated $3.41M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2023 was Invesco, an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2023.