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UHT

Universal Health Realty Income Trust

164 hedge funds and large institutions have $324M invested in Universal Health Realty Income Trust in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 52

1.03% less ownership

Funds ownership: 63.92%62.9% (-1%)

5% less funds holding

Funds holding: 173164 (-9)

20% less capital invested

Capital invested by funds: $405M → $324M (-$80.9M)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
164
Holders Change
-9
Holders Change %
-5.2%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
58
Reduced
52
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
51
Jane Street
New York
$644K -$1.83M -45,028 -72%
WGAM
52
Wilkinson Global Asset Management
New York
$633K
Nomura Asset Management
53
Nomura Asset Management
Japan
$618K +$40.7K +1,000 +6%
IIM
54
INTECH Investment Management
Florida
$602K +$359K +8,805 +119%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$570K
Fidelity Investments
56
Fidelity Investments
Massachusetts
$560K -$69.6K -1,709 -10%
Wells Fargo
57
Wells Fargo
California
$545K -$232K -5,685 -28%
AllianceBernstein
58
AllianceBernstein
Tennessee
$539K -$46.8K -1,149 -7%
Prudential Financial
59
Prudential Financial
New Jersey
$533K -$20.5K -503 -4%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$523K -$16.7K -409 -3%
SFI
61
Susquehanna Fundamental Investments
Pennsylvania
$515K +$564K +13,849 New
UBS AM
62
UBS AM
Illinois
$508K -$454K -11,142 -45%
SOADOR
63
State of Alaska Department of Revenue
Alaska
$497K -$3.22K -79 -0.6%
IC
64
IEQ Capital
California
$492K +$41.1K +1,009 +8%
CS
65
Cannell & Spears
New York
$483K
TAM
66
Tocqueville Asset Management
New York
$480K +$40.7K +1,000 +8%
MPPLM
67
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$461K +$55.2K +1,355 +12%
A
68
AlphaQuest
New York
$459K -$129K -3,157 -20%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$457K -$4.36K -107 -0.9%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$436K +$191K +4,699 +67%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$432K +$65.5K +1,608 +16%
Aberdeen Group
72
Aberdeen Group
United Kingdom
$411K
LPL Financial
73
LPL Financial
California
$410K -$2.48K -61 -0.6%
CAG
74
Crestwood Advisors Group
Massachusetts
$360K +$652 +16 +0.2%
MAM
75
Martingale Asset Management
Massachusetts
$348K +$381K +9,342 New

UHT Hedge Fund Activity: Q4 2024 in Review

164 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2024, worth a combined $324M — down 20% from $405M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of UHT and 14 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 58 added.

The largest buyer was BlackRock, adding an estimated $4.34M. The largest seller was ProShare Advisors, cutting an estimated $5.09M.

  • 164 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2024, down from 173 in Q3 2024.
  • Funds reported $324M of Universal Health Realty Income Trust stock for Q4 2024, down 20% quarter-over-quarter.
  • 14 funds opened new Universal Health Realty Income Trust positions in Q4 2024 and 21 closed out, a net change of -7 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2024 was BlackRock, an estimated $4.34M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2024 was ProShare Advisors, an estimated $5.09M sold.

Based on aggregated 13F filings for Q4 2024.