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UHT

Universal Health Realty Income Trust

142 hedge funds and large institutions have $531M invested in Universal Health Realty Income Trust in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $215K | Put options by funds: $171K

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

1.29% less ownership

Funds ownership: 64.56%63.27% (-1.3%)

4% less funds holding

Funds holding: 148142 (-6)

19% less capital invested

Capital invested by funds: $656M → $531M (-$125M)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
142
Holders Change
-6
Holders Change %
-4.05%
% of All Funds
3.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
49
Reduced
39
Closed
14
Calls
$215K
Puts
$171K
Net Calls
+$44K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Change in
Stake
NRS
76
Neville Rodie & Shaw
New York
$311K -$21.8K -321 -6%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$308K +$1.49K +22 +0.4%
MLICM
78
Metropolitan Life Insurance Company (MetLife)
New York
$300K +$13.8K +204 +4%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$300K +$1.69K +25 +0.5%
LNC
80
Lincoln National Corp
Pennsylvania
$296K +$3.46K +51 +1%
OPERF
81
Oregon Public Employees Retirement Fund
Oregon
$295K +$326K +4,809 New
LSERS
82
Louisiana State Employees Retirement System
Louisiana
$293K -$56K -826 -15%
Stifel Financial
83
Stifel Financial
Missouri
$285K +$20.3K +300 +7%
Creative Planning
84
Creative Planning
Kansas
$279K
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$277K
COPPSERS
86
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$266K +$89.3K +1,317 +44%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$262K -$21.4K -316 -7%
Two Sigma Investments
88
Two Sigma Investments
New York
$258K +$284K +4,198 New
TRSOTSOK
89
Teachers Retirement System of the State of Kentucky
Kentucky
$241K
MSA
90
Mason Street Advisors
Wisconsin
$241K +$12.2K +180 +5%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$233K +$3.59K +53 +1%
MERSOM
92
Municipal Employees' Retirement System of Michigan
Michigan
$225K +$248K +3,660 New
Citadel Advisors
93
Citadel Advisors
Florida
$215K +$239K +3,522 New
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$206K
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$203K
AAM
96
Advisors Asset Management
Colorado
$185K -$203 -3 -0.1%
IAS
97
IMA Advisory Services
Colorado
$175K -$4.81K -71 -2%
WC
98
Whitnell & Co
Illinois
$171K
GWM
99
Geneos Wealth Management
Colorado
$165K -$1.22K -18 -0.7%
AG
100
Advisor Group
Arizona
$155K +$32.9K +486 +24%

UHT Hedge Fund Activity: Q4 2018 in Review

142 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2018, worth a combined $531M — down 19% from $656M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of UHT and 9 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 49 added.

The largest buyer was Boenning & Scattergood, adding an estimated $4.88M. The largest seller was Invesco, cutting an estimated $10.5M.

  • 142 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2018, down from 148 in Q3 2018.
  • Funds reported $531M of Universal Health Realty Income Trust stock for Q4 2018, down 19% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q4 2018 and 14 closed out, a net change of -5 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2018 was Boenning & Scattergood, an estimated $4.88M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2018 was Invesco, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2018.