We are live on ! Find out more
UHT

Universal Health Realty Income Trust

157 hedge funds and large institutions have $307M invested in Universal Health Realty Income Trust in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 53 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

3% more funds holding

Funds holding: 152157 (+5)

5.17% less ownership

Funds ownership: 65.63%60.45% (-5.2%)

21% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 53

22% less capital invested

Capital invested by funds: $392M → $307M (-$85.5M)

38% less call options, than puts

Call options by funds: $25K | Put options by funds: $40K

Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
42
Reduced
53
Closed
27
Calls
$25K
Puts
$40K
Net Calls
-$15K
Net Calls Change
-$564K
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
51
Nomura Asset Management
Japan
$521K
SOADOR
52
State of Alaska Department of Revenue
Alaska
$506K -$1.78K -45 -0.3%
DCM
53
Dean Capital Management
Kansas
$493K -$201K -5,054 -27%
LCM
54
Legato Capital Management
California
$493K -$201K -5,054 -27%
MAM
55
Martingale Asset Management
Massachusetts
$490K -$123K -3,100 -19%
UBS AM
56
UBS AM
Illinois
$483K -$1.46M -36,749 -74%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$481K -$27.9K -704 -5%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$480K +$201K +5,066 +63%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$480K +$58K +1,462 +13%
Tudor Investment Corp
60
Tudor Investment Corp
Connecticut
$465K +$502K +12,655 New
Barclays
61
Barclays
United Kingdom
$425K -$568K -14,319 -55%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$420K -$489K -12,322 -52%
Aberdeen Group
63
Aberdeen Group
United Kingdom
$413K -$95.7K -2,412 -18%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$405K -$11.9K -300 -3%
TPSF
65
Texas Permanent School Fund
Texas
$405K -$52K -1,310 -11%
IC
66
IEQ Capital
California
$379K +$410K +10,326 New
Citadel Advisors
67
Citadel Advisors
Florida
$371K +$401K +10,098 New
RJFSA
68
Raymond James Financial Services Advisors
Florida
$367K -$78.3K -1,974 -16%
CAG
69
Crestwood Advisors Group
Massachusetts
$354K +$132K +3,332 +53%
MPPLM
70
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$338K +$365K +9,209 New
RIL
71
Rothschild Investment LLC
Illinois
$317K -$31.7K -800 -8%
AllianceBernstein
72
AllianceBernstein
Tennessee
$307K -$221K -5,577 -40%
Deutsche Bank
73
Deutsche Bank
Germany
$303K -$111K -2,804 -25%
LPL Financial
74
LPL Financial
California
$297K +$13.4K +338 +4%
VI
75
Vestcor Inc
New Brunswick, Canada
$285K +$308K +7,761 New

UHT Hedge Fund Activity: Q1 2024 in Review

157 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2024, worth a combined $307M — down 22% from $392M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UHT positions and 27 closed out — a net gain of 6 holders — while 42 added to existing stakes and 53 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.32M. The largest seller was BlackRock, cutting an estimated $11M.

  • 157 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2024, up from 152 in Q4 2023.
  • Funds reported $307M of Universal Health Realty Income Trust stock for Q1 2024, down 22% quarter-over-quarter.
  • 33 funds opened new Universal Health Realty Income Trust positions in Q1 2024 and 27 closed out, a net change of +6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2024 was Millennium Management, an estimated $1.32M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2024 was BlackRock, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2024.