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UHT

Universal Health Realty Income Trust

149 hedge funds and large institutions have $664M invested in Universal Health Realty Income Trust in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $379K | Put options by funds: $136K

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

25% more capital invested

Capital invested by funds: $531M → $664M (+$133M)

5% more funds holding

Funds holding: 142149 (+7)

0.55% more ownership

Funds ownership: 63.27%63.82% (+0.55%)

Holders
149
Holders Change
+7
Holders Change %
+4.93%
% of All Funds
3.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
53
Reduced
40
Closed
9
Calls
$379K
Puts
$136K
Net Calls
+$243K
Net Calls Change
+$199K
Name Holding Trade Value Shares
Change
Change in
Stake
WG
101
Winton Group
United Kingdom
$207K +$195K +2,733 New
GWM
102
Geneos Wealth Management
Colorado
$203K
V
103
Veritable
Delaware
$200K +$188K +2,640 New
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$199K +$230K +3,235 New
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$177K +$110K +1,551 +195%
Mitsubishi UFJ Asset Management
106
Mitsubishi UFJ Asset Management
Japan
$169K
KBC Group
107
KBC Group
Belgium
$164K +$154K +2,161 New
Daiwa Securities Group
108
Daiwa Securities Group
Japan
$144K -$7.12K -100 -5%
MFW
109
Mosaic Family Wealth
Missouri
$129K
FHA
110
Flagship Harbor Advisors
Massachusetts
$123K +$712 +10 +0.6%
AAM
111
Advisors Asset Management
Colorado
$108K -$112K -1,577 -52%
IA
112
IFP Advisors
Florida
$84K -$58K -815 -43%
AIP
113
Ameritas Investment Partners
Nebraska
$84K
PI
114
PineBridge Investments
New York
$80K -$1.28K -18 -2%
Parallax Volatility Advisers
115
Parallax Volatility Advisers
California
$76K +$71.2K +1,000 New
GEA
116
Glen Eagle Advisors
New Jersey
$58.7K
HCM
117
Highlander Capital Management
New Jersey
$53K
OWA
118
One Wealth Advisors
California
$53K +$49.5K +695 New
HNB
119
Huntington National Bank
Ohio
$48K -$71 -1 -0.2%
MWM
120
Mascoma Wealth Management
New Hampshire
$47K
IFA
121
Interactive Financial Advisors
Illinois
$42K
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$34K -$12.7K -179 -29%
QT
123
Quantamental Technologies
New York
$30K -$7.12K -100 -20%
LIA
124
LS Investment Advisors
Michigan
$30K
OIA
125
Optimum Investment Advisors
Illinois
$30K

UHT Hedge Fund Activity: Q1 2019 in Review

149 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2019, worth a combined $664M — up 25% from $531M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UHT positions and 9 closed out — a net gain of 8 holders — while 53 added to existing stakes and 40 trimmed.

The largest buyer was State Street, adding an estimated $6.73M. The largest seller was Boenning & Scattergood, cutting an estimated $5.13M.

  • 149 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2019, up from 142 in Q4 2018.
  • Funds reported $664M of Universal Health Realty Income Trust stock for Q1 2019, up 25% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q1 2019 and 9 closed out, a net change of +8 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2019 was State Street, an estimated $6.73M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2019 was Boenning & Scattergood, an estimated $5.13M sold.

Based on aggregated 13F filings for Q1 2019.