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UHT

Universal Health Realty Income Trust

172 hedge funds and large institutions have $974M invested in Universal Health Realty Income Trust in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.02% more ownership

Funds ownership: 70.05%78.07% (+8%)

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

5% less funds holding

Funds holding: 182172 (-10)

14% less capital invested

Capital invested by funds: $1.13B → $974M (-$155M)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

52% less call options, than puts

Call options by funds: $413K | Put options by funds: $859K

Holders
172
Holders Change
-10
Holders Change %
-5.49%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
54
Reduced
53
Closed
24
Calls
$413K
Puts
$859K
Net Calls
-$446K
Net Calls Change
-$306K
Name Holding Trade Value Shares
Change
Change in
Stake
NRI
76
NFP Retirement Inc
California
$701K -$72.3K -656 -9%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$661K +$17.1K +155 +2%
COPPSERS
78
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$642K +$229K +2,077 +48%
EWM
79
Endurance Wealth Management
Rhode Island
$635K -$44.1K -400 -6%
RIL
80
Rothschild Investment LLC
Illinois
$635K
Cohen & Steers
81
Cohen & Steers
New York
$625K +$684K +6,202 New
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$603K +$435K +3,944 +193%
KFA
83
Krane Funds Advisors
New York
$596K +$33.5K +304 +5%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$542K +$215K +1,945 +57%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$527K
MIM
86
MetLife Investment Management
New Jersey
$522K
OPERF
87
Oregon Public Employees Retirement Fund
Oregon
$514K
Public Employees Retirement Association of Colorado
88
Public Employees Retirement Association of Colorado
Colorado
$511K
6M
89
6 Meridian
Kansas
$509K +$557K +5,050 New
NRS
90
Neville Rodie & Shaw
New York
$507K -$4.96K -45 -0.9%
LNC
91
Lincoln National Corp
Pennsylvania
$504K +$3.75K +34 +0.7%
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$504K -$5.51K -50 -1%
PAM
93
Panagora Asset Management
Massachusetts
$501K +$549K +4,975 New
TIAAOA
94
Teachers Insurance & Annuity Association of America
New York
$496K +$122K +1,107 +29%
NA
95
NewEdge Advisors
Louisiana
$474K -$182K -1,654 -26%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$472K -$15K -136 -3%
XK
97
Xact Kapitalforvaltning
Sweden
$470K
MSA
98
Mason Street Advisors
Wisconsin
$444K
Macquarie Group
99
Macquarie Group
Australia
$444K +$33.1K +300 +7%
BS
100
Boenning & Scattergood
Pennsylvania
$433K -$19.3K -175 -4%

UHT Hedge Fund Activity: Q1 2020 in Review

172 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2020, worth a combined $974M — down 14% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of UHT and 17 opened new positions — a net loss of 7 holders — while 53 trimmed existing stakes and 54 added.

The largest buyer was VanEck Associates, adding an estimated $120M. The largest seller was Morgan Stanley, cutting an estimated $7.92M.

  • 172 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2020, down from 182 in Q4 2019.
  • Funds reported $974M of Universal Health Realty Income Trust stock for Q1 2020, down 14% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q1 2020 and 24 closed out, a net change of -7 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2020 was VanEck Associates, an estimated $120M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2020 was Morgan Stanley, an estimated $7.92M sold.

Based on aggregated 13F filings for Q1 2020.