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UHT

Universal Health Realty Income Trust

182 hedge funds and large institutions have $1.13B invested in Universal Health Realty Income Trust in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 47

19% more capital invested

Capital invested by funds: $948M → $1.13B (+$181M)

13% more funds holding

Funds holding: 161182 (+21)

2.9% more ownership

Funds ownership: 67.15%70.05% (+2.9%)

21% less call options, than puts

Call options by funds: $516K | Put options by funds: $656K

Holders
182
Holders Change
+21
Holders Change %
+13.04%
% of All Funds
3.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
56
Reduced
47
Closed
9
Calls
$516K
Puts
$656K
Net Calls
-$140K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
76
Endurance Wealth Management
Rhode Island
$786K
VOYA Investment Management
77
VOYA Investment Management
Georgia
$751K +$76.6K +673 +12%
NA
78
NewEdge Advisors
Louisiana
$746K +$112K +988 +18%
RIL
79
Rothschild Investment LLC
Illinois
$739K
VRS
80
Virginia Retirement Systems
Virginia
$704K +$34.2K +300 +5%
AG
81
Advisor Group
Arizona
$687K -$19.1K -168 -3%
TCM
82
Tekla Capital Management
Massachusetts
$674K +$654K +5,742 New
KFA
83
Krane Funds Advisors
New York
$658K -$46.8K -411 -7%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$614K
MIM
85
MetLife Investment Management
New Jersey
$608K
Millennium Management
86
Millennium Management
New York
$605K -$519K -4,561 -47%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$601K +$375K +3,292 +179%
OPERF
88
Oregon Public Employees Retirement Fund
Oregon
$598K
NRS
89
Neville Rodie & Shaw
New York
$596K
Public Employees Retirement Association of Colorado
90
Public Employees Retirement Association of Colorado
Colorado
$595K
MLICM
91
Metropolitan Life Insurance Company (MetLife)
New York
$592K +$50K +439 +10%
LNC
92
Lincoln National Corp
Pennsylvania
$583K +$3.19K +28 +0.6%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$566K -$15.5K -136 -3%
XK
94
Xact Kapitalforvaltning
Sweden
$547K
BS
95
Boenning & Scattergood
Pennsylvania
$525K +$510K +4,475 New
MSA
96
Mason Street Advisors
Wisconsin
$517K +$12.5K +110 +3%
LSERS
97
Louisiana State Employees Retirement System
Louisiana
$512K -$38.7K -340 -7%
COPPSERS
98
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$504K -$228 -2 -0%
Macquarie Group
99
Macquarie Group
Australia
$481K -$285K -2,500 -38%
KBC Group
100
KBC Group
Belgium
$477K

UHT Hedge Fund Activity: Q4 2019 in Review

182 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2019, worth a combined $1.13B — up 19% from $948M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UHT positions and 9 closed out — a net gain of 23 holders — while 56 added to existing stakes and 47 trimmed.

The largest buyer was Invesco, adding an estimated $18.1M. The largest seller was State Street, cutting an estimated $6.87M.

  • 182 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2019, up from 161 in Q3 2019.
  • Funds reported $1.13B of Universal Health Realty Income Trust stock for Q4 2019, up 19% quarter-over-quarter.
  • 32 funds opened new Universal Health Realty Income Trust positions in Q4 2019 and 9 closed out, a net change of +23 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2019 was Invesco, an estimated $18.1M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2019 was State Street, an estimated $6.87M sold.

Based on aggregated 13F filings for Q4 2019.