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UHT

Universal Health Realty Income Trust

142 hedge funds and large institutions have $531M invested in Universal Health Realty Income Trust in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $215K | Put options by funds: $171K

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

1.29% less ownership

Funds ownership: 64.56%63.27% (-1.3%)

4% less funds holding

Funds holding: 148142 (-6)

19% less capital invested

Capital invested by funds: $656M → $531M (-$125M)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
142
Holders Change
-6
Holders Change %
-4.05%
% of All Funds
3.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
49
Reduced
39
Closed
14
Calls
$215K
Puts
$171K
Net Calls
+$44K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
101
Mitsubishi UFJ Asset Management
Japan
$134K
Daiwa Securities Group
102
Daiwa Securities Group
Japan
$123K
IA
103
IFP Advisors
Florida
$117K -$97.3K -1,436 -43%
MFW
104
Mosaic Family Wealth
Missouri
$104K
FHA
105
Flagship Harbor Advisors
Massachusetts
$99K -$85.5K -1,261 -44%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$92.6K +$40.4K +596 +65%
AIP
107
Ameritas Investment Partners
Nebraska
$68K
PI
108
PineBridge Investments
New York
$66K +$58.8K +867 +413%
LTFS
109
Ladenburg Thalmann Financial Services
Florida
$49K +$136 +2 +0.3%
GEA
110
Glen Eagle Advisors
New Jersey
$47.6K
HCM
111
Highlander Capital Management
New Jersey
$42K
HNB
112
Huntington National Bank
Ohio
$39K -$2.64K -39 -6%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$39K +$6.17K +91 +17%
MWM
114
Mascoma Wealth Management
New Hampshire
$38K
IFA
115
Interactive Financial Advisors
Illinois
$34K
QT
116
Quantamental Technologies
New York
$31K +$33.9K +500 New
OIA
117
Optimum Investment Advisors
Illinois
$25K -$33.9K -500 -56%
LIA
118
LS Investment Advisors
Michigan
$24K
SWA
119
Sutton Wealth Advisors
Florida
$22.8K
MOACM
120
Mutual of America Capital Management
New York
$20K +$5.29K +78 +32%
MRCM
121
M&R Capital Management
New Jersey
$18K
FHB
122
First Hawaiian Bank
Hawaii
$14K
FGC
123
Financial Gravity Companies
Texas
$11K +$10.4K +154 New
APA
124
American Portfolios Advisors
New York
$10.6K -$1.76K -26 -13%
SF
125
Synovus Financial
Georgia
$9K

UHT Hedge Fund Activity: Q4 2018 in Review

142 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2018, worth a combined $531M — down 19% from $656M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of UHT and 9 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 49 added.

The largest buyer was Boenning & Scattergood, adding an estimated $4.88M. The largest seller was Invesco, cutting an estimated $10.5M.

  • 142 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2018, down from 148 in Q3 2018.
  • Funds reported $531M of Universal Health Realty Income Trust stock for Q4 2018, down 19% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q4 2018 and 14 closed out, a net change of -5 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2018 was Boenning & Scattergood, an estimated $4.88M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2018 was Invesco, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2018.