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UHT

Universal Health Realty Income Trust

148 hedge funds and large institutions have $656M invested in Universal Health Realty Income Trust in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

19% more capital invested

Capital invested by funds: $553M → $656M (+$103M)

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

3% more funds holding

Funds holding: 143148 (+5)

1.62% more ownership

Funds ownership: 62.94%64.56% (+1.6%)

98% less call options, than puts

Call options by funds: $7K | Put options by funds: $342K

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
3.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
45
Reduced
38
Closed
8
Calls
$7K
Puts
$342K
Net Calls
-$335K
Net Calls Change
-$277K
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
101
Neuberger Berman Group
New York
$217K -$17.7K -251 -8%
PIA
102
Piedmont Investment Advisors
North Carolina
$217K -$2.18K -31 -1%
GT
103
Glenmede Trust
Pennsylvania
$215K +$204K +2,895 New
FHA
104
Flagship Harbor Advisors
Massachusetts
$211K
WC
105
Whitnell & Co
Illinois
$207K
H
106
HoyleCohen
California
$207K +$196K +2,780 New
ZCM
107
Zebra Capital Management
Connecticut
$206K +$195K +2,765 New
GWM
108
Geneos Wealth Management
Colorado
$201K -$30.3K -430 -14%
Mitsubishi UFJ Asset Management
109
Mitsubishi UFJ Asset Management
Japan
$166K +$21.1K +300 +16%
AG
110
Advisor Group
Arizona
$152K
Daiwa Securities Group
111
Daiwa Securities Group
Japan
$149K +$21.1K +300 +18%
Schroder Investment Management Group
112
Schroder Investment Management Group
United Kingdom
$126K
MFW
113
Mosaic Family Wealth
Missouri
$111K
AIP
114
Ameritas Investment Partners
Nebraska
$83K
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$67.9K -$171K -2,423 -73%
OIA
116
Optimum Investment Advisors
Illinois
$67K
LTFS
117
Ladenburg Thalmann Financial Services
Florida
$59K +$211 +3 +0.4%
US Bancorp
118
US Bancorp
Minnesota
$58K
GEA
119
Glen Eagle Advisors
New Jersey
$57.7K
OWA
120
One Wealth Advisors
California
$54K
HCM
121
Highlander Capital Management
New Jersey
$52K
HNB
122
Huntington National Bank
Ohio
$50K +$2.75K +39 +6%
MWM
123
Mascoma Wealth Management
New Hampshire
$46K
ML
124
McAdam LLC
Pennsylvania
$43K
IFA
125
Interactive Financial Advisors
Illinois
$42K

UHT Hedge Fund Activity: Q3 2018 in Review

148 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2018, worth a combined $656M — up 19% from $553M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UHT positions and 8 closed out — a net gain of 6 holders — while 45 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $5.02M. The largest seller was JP Morgan Chase, cutting an estimated $1.03M.

  • 148 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2018, up from 143 in Q2 2018.
  • Funds reported $656M of Universal Health Realty Income Trust stock for Q3 2018, up 19% quarter-over-quarter.
  • 14 funds opened new Universal Health Realty Income Trust positions in Q3 2018 and 8 closed out, a net change of +6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2018 was BlackRock, an estimated $5.02M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2018 was JP Morgan Chase, an estimated $1.03M sold.

Based on aggregated 13F filings for Q3 2018.