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UHT

Universal Health Realty Income Trust

156 hedge funds and large institutions have $428M invested in Universal Health Realty Income Trust in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $780K | Put options by funds: $256K

0.58% less ownership

Funds ownership: 65.82%65.25% (-0.58%)

2% less capital invested

Capital invested by funds: $437M → $428M (-$8.82M)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

6% less funds holding

Funds holding: 166156 (-10)

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
156
Holders Change
-10
Holders Change %
-6.02%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
54
Reduced
57
Closed
19
Calls
$780K
Puts
$256K
Net Calls
+$524K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
76
Teacher Retirement System of Texas
Texas
$355K -$30.9K -673 -8%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$352K -$92.1K -2,004 -21%
GCP
78
GSA Capital Partners
United Kingdom
$344K +$332K +7,231 New
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$336K -$1.29K -28 -0.4%
BAM
80
Belpointe Asset Management
Nevada
$333K -$26.6K -580 -8%
FCA
81
Fortis Capital Advisors
Kansas
$333K -$24.1K -525 -7%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$330K +$25.2K +548 +9%
AIG
83
American International Group
New York
$328K -$3.95K -86 -1%
CIM
84
Cambria Investment Management
California
$319K -$32.4K -706 -10%
LSERS
85
Louisiana State Employees Retirement System
Louisiana
$319K +$36.8K +800 +14%
EWM
86
Endurance Wealth Management
Rhode Island
$317K
MIM
87
MetLife Investment Management
New Jersey
$315K
CAN
88
Cetera Advisor Networks
California
$289K
Janus Henderson Group
89
Janus Henderson Group
United Kingdom
$285K -$322 -7 -0.1%
Los Angeles Capital Management
90
Los Angeles Capital Management
California
$282K +$272K +5,927 New
RJA
91
Raymond James & Associates
Florida
$279K
AB
92
Amalgamated Bank
New York
$277K +$1.88K +41 +0.7%
YCM
93
Yousif Capital Management
Michigan
$273K -$18.1K -395 -6%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$272K +$18.1K +395 +7%
DA
95
Denali Advisors
California
$266K +$257K +5,600 New
LNC
96
Lincoln National Corp
Pennsylvania
$262K +$3.68K +80 +1%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$261K -$104K -2,261 -29%
MPPLM
98
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$260K +$57.7K +1,255 +30%
Nisa Investment Advisors
99
Nisa Investment Advisors
Missouri
$252K +$735 +16 +0.3%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$251K +$9.1K +198 +4%

UHT Hedge Fund Activity: Q2 2023 in Review

156 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2023, worth a combined $428M — down 2% from $437M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of UHT and 9 opened new positions — a net loss of 10 holders — while 57 trimmed existing stakes and 54 added.

The largest buyer was BlackRock, adding an estimated $3.41M. The largest seller was Invesco, cutting an estimated $1.82M.

  • 156 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2023, down from 166 in Q1 2023.
  • Funds reported $428M of Universal Health Realty Income Trust stock for Q2 2023, down 2% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q2 2023 and 19 closed out, a net change of -10 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2023 was BlackRock, an estimated $3.41M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2023 was Invesco, an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2023.