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UHT

Universal Health Realty Income Trust

159 hedge funds and large institutions have $359M invested in Universal Health Realty Income Trust in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

2% more funds holding

Funds holding: 156159 (+3)

1.02% less ownership

Funds ownership: 65.25%64.23% (-1%)

16% less capital invested

Capital invested by funds: $428M → $359M (-$69.3M)

17% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 54

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
45
Reduced
54
Closed
9
Calls
$404K
Puts
Net Calls
+$404K
Net Calls Change
-$120K
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
51
State of Alaska Department of Revenue
Alaska
$565K +$27K +583 +4%
AllianceBernstein
52
AllianceBernstein
Tennessee
$545K -$2.32K -50 -0.4%
ETC
53
Exchange Traded Concepts
Oklahoma
$510K +$46.7K +1,007 +9%
TPSF
54
Texas Permanent School Fund
Texas
$504K +$59.2K +1,278 +11%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$500K -$8.02K -173 -1%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$470K -$23.9K -516 -4%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$470K -$4.12K -89 -0.8%
Barclays
58
Barclays
United Kingdom
$467K -$1.3M -27,971 -71%
DLG
59
Daniel L. Goodwin
$461K
Citigroup
60
Citigroup
New York
$453K -$146K -3,144 -22%
Deutsche Bank
61
Deutsche Bank
Germany
$446K -$118K -2,543 -19%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$444K +$15.4K +332 +3%
VRS
63
Virginia Retirement Systems
Virginia
$425K -$278K -6,000 -36%
PI
64
PFG Investments
New York
$422K +$278 +6 +0.1%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$410K +$205K +4,416 +77%
TAM
66
Tocqueville Asset Management
New York
$400K +$60.2K +1,300 +15%
SG Americas Securities
67
SG Americas Securities
New York
$393K +$291K +6,290 +184%
RIL
68
Rothschild Investment LLC
Illinois
$382K
GCP
69
GSA Capital Partners
United Kingdom
$370K +$88.7K +1,914 +26%
YIH
70
Y-Intercept (HK)
Hong Kong
$361K +$414K +8,930 New
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$344K +$395K +8,520 New
COPPSERS
72
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$344K -$271K -5,854 -41%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$324K -$64.8K -1,399 -15%
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$313K +$359K +7,746 New
Mitsubishi UFJ Asset Management
75
Mitsubishi UFJ Asset Management
Japan
$312K

UHT Hedge Fund Activity: Q3 2023 in Review

159 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2023, worth a combined $359M — down 16% from $428M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UHT positions and 9 closed out — a net gain of 6 holders — while 45 added to existing stakes and 54 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.75M. The largest seller was Norges Bank, cutting an estimated $3.86M.

  • 159 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2023, up from 156 in Q2 2023.
  • Funds reported $359M of Universal Health Realty Income Trust stock for Q3 2023, down 16% quarter-over-quarter.
  • 15 funds opened new Universal Health Realty Income Trust positions in Q3 2023 and 9 closed out, a net change of +6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2023 was Millennium Management, an estimated $2.75M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2023 was Norges Bank, an estimated $3.86M sold.

Based on aggregated 13F filings for Q3 2023.