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UHT

Universal Health Realty Income Trust

143 hedge funds and large institutions have $553M invested in Universal Health Realty Income Trust in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

6% more capital invested

Capital invested by funds: $522M → $553M (+$31.8M)

0.21% less ownership

Funds ownership: 63.15%62.94% (-0.21%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 146143 (-3)

15% less call options, than puts

Call options by funds: $339K | Put options by funds: $397K

Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
3.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
46
Reduced
41
Closed
15
Calls
$339K
Puts
$397K
Net Calls
-$58K
Net Calls Change
-$430K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
Advisor Group
Arizona
$132K -$740 -12 -0.6%
IA
102
IFP Advisors
Florida
$130K +$122K +1,976 +3,952%
Mitsubishi UFJ Asset Management
103
Mitsubishi UFJ Asset Management
Japan
$124K
Schroder Investment Management Group
104
Schroder Investment Management Group
United Kingdom
$110K
MFW
105
Mosaic Family Wealth
Missouri
$109K
Daiwa Securities Group
106
Daiwa Securities Group
Japan
$109K +$18.5K +300 +21%
AIP
107
Ameritas Investment Partners
Nebraska
$71K
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$62K +$7.03K +114 +13%
OIA
109
Optimum Investment Advisors
Illinois
$58K
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54K -$594K -9,636 -92%
US Bancorp
111
US Bancorp
Minnesota
$50K -$10.8K -175 -18%
GEA
112
Glen Eagle Advisors
New Jersey
$49.6K
LTFS
113
Ladenburg Thalmann Financial Services
Florida
$48K
OWA
114
One Wealth Advisors
California
$46K
HCM
115
Highlander Capital Management
New Jersey
$45K
MPPLM
116
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$42K +$40.8K +662 New
HNB
117
Huntington National Bank
Ohio
$41K -$20K -325 -34%
MWM
118
Mascoma Wealth Management
New Hampshire
$40K
ML
119
McAdam LLC
Pennsylvania
$38K
IFA
120
Interactive Financial Advisors
Illinois
$36K -$30.8K -500 -47%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$36K +$5.61K +91 +20%
TRCT
122
Tower Research Capital (TRC)
New York
$31K -$12.3K -199 -29%
LIA
123
LS Investment Advisors
Michigan
$25K
SWA
124
Sutton Wealth Advisors
Florida
$23.7K
CF
125
Centaurus Financial
California
$20K +$19.5K +317 New

UHT Hedge Fund Activity: Q2 2018 in Review

143 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2018, worth a combined $553M — up 6.1% from $522M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UHT and 14 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 46 added.

The largest buyer was BlackRock, adding an estimated $8.53M. The largest seller was Vanguard Group, cutting an estimated $4.62M.

  • 143 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2018, down from 146 in Q1 2018.
  • Funds reported $553M of Universal Health Realty Income Trust stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 14 funds opened new Universal Health Realty Income Trust positions in Q2 2018 and 15 closed out, a net change of -1 holder.
  • The largest Universal Health Realty Income Trust buyer in Q2 2018 was BlackRock, an estimated $8.53M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2018 was Vanguard Group, an estimated $4.62M sold.

Based on aggregated 13F filings for Q2 2018.