We are live on ! Find out more
UHT

Universal Health Realty Income Trust
UHT

148 hedge funds and large institutions have $656M invested in Universal Health Realty Income Trust in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

19% more capital invested

Capital invested by funds: $553M → $656M (+$103M)

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

3% more funds holding

Funds holding: 143 → 148 (+5)

1.62% more ownership

Funds ownership: 62.94% → 64.56% (+1.6%)

98% less call options, than puts

Call options by funds: $7K | Put options by funds: $342K

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
3.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
45
Reduced
38
Closed
8
Calls
$7K
Puts
$342K
Net Calls
-$335K
Net Calls Change
-$277K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.02M
2
CWM
Cornerstone Wealth Management
Missouri
+$4.76M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.14M
4
State Street
State Street
Massachusetts
+$1.49M
5
Barclays
Barclays
United Kingdom
+$838K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.03M
2
Deutsche Bank
Deutsche Bank
Germany
-$1.01M
3
Ameriprise
Ameriprise
Minnesota
-$405K
4
ProShare Advisors
ProShare Advisors
Maryland
-$389K
5
CS
Credit Suisse
Switzerland
-$347K
Name Holding Trade Value Shares
Change 		Change in
Stake
LSERS
76
Louisiana State Employees Retirement System
Louisiana
$417K -$7.04K -100 -2%
BS
77
Boenning & Scattergood
Pennsylvania
$402K -$70.4K -1,000 -16%
NRS
78
Neville Rodie & Shaw
New York
$402K – – –
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$372K +$5.42K +77 +2%
Millennium Management
80
Millennium Management
New York
$363K +$344K +4,882 New
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$362K +$34.3K +488 +11%
LNC
82
Lincoln National Corp
Pennsylvania
$355K +$6.26K +89 +2%
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$349K +$1.06K +15 +0.3%
Creative Planning
84
Creative Planning
Kansas
$339K – – –
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$336K – – –
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$336K +$253K +3,599 +366%
Stifel Financial
87
Stifel Financial
Missouri
$322K -$7.04K -100 -2%
Macquarie Group
88
Macquarie Group
Australia
$313K – – –
WG
89
Winton Group
United Kingdom
$308K -$56.6K -804 -16%
TRSOTSOK
90
Teachers Retirement System of the State of Kentucky
Kentucky
$292K -$14.1K -200 -5%
MSA
91
Mason Street Advisors
Wisconsin
$279K +$6.9K +98 +3%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$279K +$205K +2,907 +344%
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$249K – – –
IA
94
IFP Advisors
Florida
$248K +$92.4K +1,313 +65%
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$246K – – –
ACI
96
AMP Capital Investors
Australia
$231K – – –
COPPSERS
97
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$225K +$212K +3,019 New
AAM
98
Advisors Asset Management
Colorado
$224K -$5.49K -78 -3%
OCM
99
One Capital Management
California
$223K +$211K +3,000 New
IAS
100
IMA Advisory Services
Colorado
$218K – – –
2 3
4
5 6

UHT Hedge Fund Activity: Q3 2018 in Review

148 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2018, worth a combined $656M — up 19% from $553M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UHT positions and 8 closed out — a net gain of 6 holders — while 45 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $5.02M. The largest seller was JP Morgan Chase, cutting an estimated $1.03M.

  • 148 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2018, up from 143 in Q2 2018.
  • Funds reported $656M of Universal Health Realty Income Trust stock for Q3 2018, up 19% quarter-over-quarter.
  • 14 funds opened new Universal Health Realty Income Trust positions in Q3 2018 and 8 closed out, a net change of +6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2018 was BlackRock, an estimated $5.02M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2018 was JP Morgan Chase, an estimated $1.03M sold.

Based on aggregated 13F filings for Q3 2018.