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UHT

Universal Health Realty Income Trust

149 hedge funds and large institutions have $664M invested in Universal Health Realty Income Trust in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $379K | Put options by funds: $136K

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

25% more capital invested

Capital invested by funds: $531M → $664M (+$133M)

5% more funds holding

Funds holding: 142149 (+7)

0.55% more ownership

Funds ownership: 63.27%63.82% (+0.55%)

Holders
149
Holders Change
+7
Holders Change %
+4.93%
% of All Funds
3.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
53
Reduced
40
Closed
9
Calls
$379K
Puts
$136K
Net Calls
+$243K
Net Calls Change
+$199K
Name Holding Trade Value Shares
Change
Change in
Stake
NRS
76
Neville Rodie & Shaw
New York
$384K
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$372K +$1.42K +20 +0.4%
OPERF
78
Oregon Public Employees Retirement Fund
Oregon
$371K +$6.27K +88 +2%
Stifel Financial
79
Stifel Financial
Missouri
$358K +$5.34K +75 +2%
LSERS
80
Louisiana State Employees Retirement System
Louisiana
$356K -$5.27K -74 -2%
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$353K -$16K -224 -5%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$342K
COPPSERS
83
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$329K +$285 +4 +0.1%
Creative Planning
84
Creative Planning
Kansas
$327K -$16.5K -232 -5%
AG
85
Advisor Group
Arizona
$321K +$122K +1,716 +68%
JG
86
Jefferies Group
New York
$318K +$299K +4,200 New
MSA
87
Mason Street Advisors
Wisconsin
$307K +$9.54K +134 +3%
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$298K +$45.6K +640 +19%
TRSOTSOK
89
Teachers Retirement System of the State of Kentucky
Kentucky
$297K
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$294K -$27.9K -392 -9%
MERSOM
91
Municipal Employees' Retirement System of Michigan
Michigan
$281K +$3.56K +50 +1%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$279K -$184K -2,584 -41%
ACI
93
AMP Capital Investors
Australia
$242K +$228K +3,202 New
PIA
94
Piedmont Investment Advisors
North Carolina
$240K +$226K +3,175 New
HSBC Holdings
95
HSBC Holdings
United Kingdom
$233K +$219K +3,078 New
OCM
96
One Capital Management
California
$227K +$214K +3,000 New
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$222K +$101K +1,421 +94%
IAS
98
IMA Advisory Services
Colorado
$221K +$4.7K +66 +2%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$219K -$33K -463 -14%
WC
100
Whitnell & Co
Illinois
$211K

UHT Hedge Fund Activity: Q1 2019 in Review

149 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2019, worth a combined $664M — up 25% from $531M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UHT positions and 9 closed out — a net gain of 8 holders — while 53 added to existing stakes and 40 trimmed.

The largest buyer was State Street, adding an estimated $6.73M. The largest seller was Boenning & Scattergood, cutting an estimated $5.13M.

  • 149 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2019, up from 142 in Q4 2018.
  • Funds reported $664M of Universal Health Realty Income Trust stock for Q1 2019, up 25% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q1 2019 and 9 closed out, a net change of +8 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2019 was State Street, an estimated $6.73M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2019 was Boenning & Scattergood, an estimated $5.13M sold.

Based on aggregated 13F filings for Q1 2019.