We are live on ! Find out more
UHT

Universal Health Realty Income Trust

154 hedge funds and large institutions have $526M invested in Universal Health Realty Income Trust in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 49

2.14% less ownership

Funds ownership: 69.02%66.87% (-2.1%)

10% less funds holding

Funds holding: 172154 (-18)

31% less capital invested

Capital invested by funds: $766M → $526M (-$240M)

62% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 29

81% less call options, than puts

Call options by funds: $57K | Put options by funds: $308K

Holders
154
Holders Change
-18
Holders Change %
-10.47%
% of All Funds
3.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
56
Reduced
49
Closed
29
Calls
$57K
Puts
$308K
Net Calls
-$251K
Net Calls Change
-$85K
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
76
State of Tennessee, Department of Treasury
Tennessee
$434K +$11.2K +166 +2%
AAS
77
Avantax Advisory Services
Texas
$428K +$505K +7,481 New
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$420K +$12.6K +187 +3%
TRCT
79
Tower Research Capital (TRC)
New York
$415K +$26.2K +388 +6%
Nisa Investment Advisors
80
Nisa Investment Advisors
Missouri
$392K +$105K +1,559 +29%
EWM
81
Endurance Wealth Management
Rhode Island
$368K
CANY
82
Caxton Associates (New York)
New York
$361K +$428K +6,337 New
RIL
83
Rothschild Investment LLC
Illinois
$359K
Marshall Wace
84
Marshall Wace
United Kingdom
$346K +$410K +6,075 New
LSERS
85
Louisiana State Employees Retirement System
Louisiana
$336K +$167K +2,480 +73%
MIH
86
Meitav Investment House
Israel
$334K -$47K -697 -11%
MIM
87
MetLife Investment Management
New Jersey
$324K
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$316K -$67 -1 -0%
MLICM
89
Metropolitan Life Insurance Company (MetLife)
New York
$315K +$1.15K +17 +0.3%
NRI
90
NFP Retirement Inc
California
$312K +$540 +8 +0.1%
MSL
91
Mackay Shields LLC
New York
$302K -$67.5K -1,000 -16%
LNC
92
Lincoln National Corp
Pennsylvania
$291K +$3.98K +59 +1%
OPERF
93
Oregon Public Employees Retirement Fund
Oregon
$290K
NRS
94
Neville Rodie & Shaw
New York
$287K
MSA
95
Mason Street Advisors
Wisconsin
$274K +$3.51K +52 +1%
Public Employees Retirement Association of Colorado
96
Public Employees Retirement Association of Colorado
Colorado
$271K
Handelsbanken Fonder
97
Handelsbanken Fonder
Sweden
$266K
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$260K +$10.7K +158 +4%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$253K -$6.95K -103 -2%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$252K -$54.2K -803 -15%

UHT Hedge Fund Activity: Q3 2020 in Review

154 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2020, worth a combined $526M — down 31% from $766M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of UHT and 11 opened new positions — a net loss of 18 holders — while 49 trimmed existing stakes and 56 added.

The largest buyer was Goldman Sachs, adding an estimated $3.15M. The largest seller was Squarepoint, exiting entirely with an estimated $18.4M sold.

  • 154 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2020, down from 172 in Q2 2020.
  • Funds reported $526M of Universal Health Realty Income Trust stock for Q3 2020, down 31% quarter-over-quarter.
  • 11 funds opened new Universal Health Realty Income Trust positions in Q3 2020 and 29 closed out, a net change of -18 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2020 was Goldman Sachs, an estimated $3.15M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2020 was Squarepoint, an estimated $18.4M sold.

Based on aggregated 13F filings for Q3 2020.