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UHT

Universal Health Realty Income Trust

154 hedge funds and large institutions have $479M invested in Universal Health Realty Income Trust in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 46

2.83% less ownership

Funds ownership: 65.79%62.96% (-2.8%)

4% less funds holding

Funds holding: 160154 (-6)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

14% less capital invested

Capital invested by funds: $557M → $479M (-$77.3M)

89% less call options, than puts

Call options by funds: $372K | Put options by funds: $3.43M

Holders
154
Holders Change
-6
Holders Change %
-3.75%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
49
Reduced
46
Closed
25
Calls
$372K
Puts
$3.43M
Net Calls
-$3.05M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
76
State of Tennessee, Department of Treasury
Tennessee
$425K -$6.42K -109 -1%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$414K -$30.6K -519 -6%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$411K +$10.8K +184 +3%
QC
79
Quadrature Capital
United Kingdom
$388K +$97.6K +1,658 +31%
AB
80
Amalgamated Bank
New York
$375K -$6.71K -114 -2%
LSERS
81
Louisiana State Employees Retirement System
Louisiana
$343K +$23.6K +400 +7%
IWN
82
Independent Wealth Network
Iowa
$340K +$341K +5,783 New
AAS
83
Avantax Advisory Services
Texas
$337K +$19.1K +324 +6%
EWM
84
Endurance Wealth Management
Rhode Island
$324K -$14.2K -242 -4%
DA
85
Duality Advisers
Florida
$313K -$11.5K -195 -3%
Handelsbanken Fonder
86
Handelsbanken Fonder
Sweden
$308K
VOYA Investment Management
87
VOYA Investment Management
Georgia
$300K -$45.4K -771 -12%
MWNA
88
Marshall Wace North America
New York
$292K +$311K +5,284 New
OPERF
89
Oregon Public Employees Retirement Fund
Oregon
$291K
LNC
90
Lincoln National Corp
Pennsylvania
$290K +$3.53K +60 +1%
MSRPS
91
Maryland State Retirement & Pension System
Maryland
$290K +$303K +5,141 New
MAM
92
Meeder Asset Management
Ohio
$281K -$2.71K -46 -0.9%
ACI
93
AMP Capital Investors
Australia
$281K +$299K +5,070 New
WA
94
WealthTrust Axiom
Pennsylvania
$268K
PAMS
95
Pictet Asset Management (Switzerland)
Switzerland
$267K +$285K +4,839 New
MLICM
96
Metropolitan Life Insurance Company (MetLife)
New York
$265K +$2.18K +37 +0.8%
Mitsubishi UFJ Asset Management
97
Mitsubishi UFJ Asset Management
Japan
$258K
NRS
98
Neville Rodie & Shaw
New York
$258K
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$256K -$4.47K -76 -2%
NRI
100
NFP Retirement Inc
California
$255K +$942 +16 +0.3%

UHT Hedge Fund Activity: Q3 2021 in Review

154 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2021, worth a combined $479M — down 14% from $557M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of UHT and 22 opened new positions — a net loss of 3 holders — while 46 trimmed existing stakes and 49 added.

The largest buyer was Two Sigma Investments, adding an estimated $3.7M. The largest seller was Atlanta Capital Management, exiting entirely with an estimated $22.8M sold.

  • 154 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2021, down from 160 in Q2 2021.
  • Funds reported $479M of Universal Health Realty Income Trust stock for Q3 2021, down 14% quarter-over-quarter.
  • 22 funds opened new Universal Health Realty Income Trust positions in Q3 2021 and 25 closed out, a net change of -3 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2021 was Two Sigma Investments, an estimated $3.7M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2021 was Atlanta Capital Management, an estimated $22.8M sold.

Based on aggregated 13F filings for Q3 2021.