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UHT

Universal Health Realty Income Trust

161 hedge funds and large institutions have $948M invested in Universal Health Realty Income Trust in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

22% more capital invested

Capital invested by funds: $776M → $948M (+$172M)

5% more funds holding

Funds holding: 154161 (+7)

0.54% less ownership

Funds ownership: 67.69%67.15% (-0.54%)

25% less call options, than puts

Call options by funds: $401K | Put options by funds: $534K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
161
Holders Change
+7
Holders Change %
+4.55%
% of All Funds
3.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
54
Reduced
44
Closed
13
Calls
$401K
Puts
$534K
Net Calls
-$133K
Net Calls Change
-$261K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
76
Advisor Group
Arizona
$619K +$181K +1,924 +47%
KFA
77
Krane Funds Advisors
New York
$619K +$505K +5,361 +817%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$607K -$42.5K -451 -7%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$589K -$10.5K -112 -2%
VRS
80
Virginia Retirement Systems
Virginia
$586K
NA
81
NewEdge Advisors
Louisiana
$564K +$506K +5,372 New
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$538K +$75.6K +803 +18%
MIM
83
MetLife Investment Management
New Jersey
$532K -$87.7K -931 -15%
OPERF
84
Oregon Public Employees Retirement Fund
Oregon
$524K +$9.42K +100 +2%
NRS
85
Neville Rodie & Shaw
New York
$522K
Public Employees Retirement Association of Colorado
86
Public Employees Retirement Association of Colorado
Colorado
$521K
JG
87
Jefferies Group
New York
$514K +$471K +4,999 New
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$509K +$3.86K +41 +0.8%
LNC
89
Lincoln National Corp
Pennsylvania
$507K +$6.5K +69 +1%
Two Sigma Investments
90
Two Sigma Investments
New York
$486K +$189K +2,010 +74%
LSERS
91
Louisiana State Employees Retirement System
Louisiana
$483K
XK
92
Xact Kapitalforvaltning
Sweden
$480K -$141K -1,500 -24%
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$474K -$5.09K -54 -1%
MSA
94
Mason Street Advisors
Wisconsin
$442K +$7.16K +76 +2%
COPPSERS
95
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$441K -$3.67K -39 -0.9%
KBC Group
96
KBC Group
Belgium
$418K +$44.6K +474 +13%
TRSOTSOK
97
Teachers Retirement System of the State of Kentucky
Kentucky
$403K
TIAAOA
98
Teachers Insurance & Annuity Association of America
New York
$392K -$82K -871 -19%
MERSOM
99
Municipal Employees' Retirement System of Michigan
Michigan
$392K +$3.77K +40 +1%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$372K -$5.65K -60 -2%

UHT Hedge Fund Activity: Q3 2019 in Review

161 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2019, worth a combined $948M — up 22% from $776M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UHT positions and 13 closed out — a net gain of 7 holders — while 54 added to existing stakes and 44 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $11.9M. The largest seller was Boenning & Scattergood, exiting entirely with an estimated $5.59M sold.

  • 161 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2019, up from 154 in Q2 2019.
  • Funds reported $948M of Universal Health Realty Income Trust stock for Q3 2019, up 22% quarter-over-quarter.
  • 20 funds opened new Universal Health Realty Income Trust positions in Q3 2019 and 13 closed out, a net change of +7 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2019 was Bank of New York Mellon, an estimated $11.9M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2019 was Boenning & Scattergood, an estimated $5.59M sold.

Based on aggregated 13F filings for Q3 2019.