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UHT

Universal Health Realty Income Trust

159 hedge funds and large institutions have $359M invested in Universal Health Realty Income Trust in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

2% more funds holding

Funds holding: 156159 (+3)

1.02% less ownership

Funds ownership: 65.25%64.23% (-1%)

16% less capital invested

Capital invested by funds: $428M → $359M (-$69.3M)

17% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 54

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
45
Reduced
54
Closed
9
Calls
$404K
Puts
Net Calls
+$404K
Net Calls Change
-$120K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
76
LPL Financial
California
$311K -$8.76K -189 -2%
IMRF
77
Illinois Municipal Retirement Fund
Illinois
$309K +$354K +7,646 New
Tudor Investment Corp
78
Tudor Investment Corp
Connecticut
$304K +$348K +7,515 New
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$303K +$147K +3,162 +73%
Amundi
80
Amundi
France
$301K -$106K -2,291 -23%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$293K +$9.31K +201 +3%
MPPLM
82
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$292K +$81.3K +1,755 +32%
Teacher Retirement System of Texas
83
Teacher Retirement System of Texas
Texas
$292K -$11.8K -254 -3%
AIG
84
American International Group
New York
$285K +$7.04K +152 +2%
BAM
85
Belpointe Asset Management
Nevada
$283K
FCA
86
Fortis Capital Advisors
Kansas
$283K
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$282K -$24.2K -522 -7%
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$277K -$30.4K -657 -9%
CIM
89
Cambria Investment Management
California
$271K
CAG
90
Crestwood Advisors Group
Massachusetts
$269K +$309K +6,660 New
MIM
91
MetLife Investment Management
New Jersey
$268K
LSERS
92
Louisiana State Employees Retirement System
Louisiana
$263K -$9.27K -200 -3%
Jane Street
93
Jane Street
New York
$257K +$295K +6,360 New
CAN
94
Cetera Advisor Networks
California
$246K +$695 +15 +0.2%
Janus Henderson Group
95
Janus Henderson Group
United Kingdom
$243K +$46 +1 +0%
Los Angeles Capital Management
96
Los Angeles Capital Management
California
$240K
HSBC Holdings
97
HSBC Holdings
United Kingdom
$238K -$49K -1,057 -15%
RJA
98
Raymond James & Associates
Florida
$237K
Osaic Holdings
99
Osaic Holdings
Arizona
$237K +$42.1K +909 +18%
KOC
100
Koss-Olinger Consulting
Florida
$236K +$48.3K +1,043 +22%

UHT Hedge Fund Activity: Q3 2023 in Review

159 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2023, worth a combined $359M — down 16% from $428M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UHT positions and 9 closed out — a net gain of 6 holders — while 45 added to existing stakes and 54 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.75M. The largest seller was Norges Bank, cutting an estimated $3.86M.

  • 159 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2023, up from 156 in Q2 2023.
  • Funds reported $359M of Universal Health Realty Income Trust stock for Q3 2023, down 16% quarter-over-quarter.
  • 15 funds opened new Universal Health Realty Income Trust positions in Q3 2023 and 9 closed out, a net change of +6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2023 was Millennium Management, an estimated $2.75M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2023 was Norges Bank, an estimated $3.86M sold.

Based on aggregated 13F filings for Q3 2023.