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UHT

Universal Health Realty Income Trust
UHT

154 hedge funds and large institutions have $776M invested in Universal Health Realty Income Trust in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

27% more call options, than puts

Call options by funds: $595K | Put options by funds: $467K

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

17% more capital invested

Capital invested by funds: $664M → $776M (+$112M)

3.87% more ownership

Funds ownership: 63.82% → 67.69% (+3.9%)

3% more funds holding

Funds holding: 149 → 154 (+5)

Holders
154
Holders Change
+5
Holders Change %
+3.36%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
48
Reduced
38
Closed
15
Calls
$595K
Puts
$467K
Net Calls
+$128K
Net Calls Change
-$115K

Top Buyers

Rank Fund Capital Flow
1
BS
Boenning & Scattergood
Pennsylvania
+$18.8M
2
Morgan Stanley
Morgan Stanley
New York
+$8M
3
N
Nuveen
North Carolina
+$4.6M
4
State Street
State Street
Massachusetts
+$3.85M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.99M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.9M
2
Goldman Sachs
Goldman Sachs
New York
-$2.36M
3
ACM
Atlanta Capital Management
Georgia
-$1.97M
4
TIAAOA
Teachers Insurance & Annuity Association of America
New York
-$589K
5
Northern Trust
Northern Trust
Illinois
-$536K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
101
AMP Capital Investors
Australia
$269K – – –
OCM
102
One Capital Management
California
$255K – – –
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$245K – – –
WC
104
Whitnell & Co
Illinois
$237K – – –
IAS
105
IMA Advisory Services
Colorado
$231K -$17.2K -209 -7%
Two Sigma Investments
106
Two Sigma Investments
New York
$231K +$223K +2,720 New
GWM
107
Geneos Wealth Management
Colorado
$228K – – –
V
108
Veritable
Delaware
$224K – – –
Millennium Management
109
Millennium Management
New York
$223K +$216K +2,628 New
PAMU
110
Pictet Asset Management (UK)
United Kingdom
$221K +$214K +2,600 New
Mitsubishi UFJ Asset Management
111
Mitsubishi UFJ Asset Management
Japan
$212K +$22.3K +271 +12%
Two Sigma Advisers
112
Two Sigma Advisers
New York
$208K +$202K +2,454 New
AB
113
Amalgamated Bank
New York
$203K +$197K +2,392 New
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$199K – – –
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$199K – – –
Daiwa Securities Group
116
Daiwa Securities Group
Japan
$161K – – –
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$149K +$107K +1,303 +292%
ECM
118
EII Capital Management
New York
$149K +$144K +1,757 New
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$141K -$104K -1,268 -43%
FHA
120
Flagship Harbor Advisors
Massachusetts
$130K -$8.21K -100 -6%
PI
121
PineBridge Investments
New York
$98K +$7.8K +95 +9%
AIP
122
Ameritas Investment Partners
Nebraska
$95K – – –
QT
123
Quantamental Technologies
New York
$93K +$57.5K +700 +175%
Russell Investments Group
124
Russell Investments Group
United Kingdom
$86K +$83K +1,010 New
TRCT
125
Tower Research Capital (TRC)
New York
$70K +$67.5K +822 New
3 4
5
6 7

UHT Hedge Fund Activity: Q2 2019 in Review

154 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2019, worth a combined $776M — up 17% from $664M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UHT positions and 15 closed out — a net gain of 8 holders — while 48 added to existing stakes and 38 trimmed.

The largest buyer was Boenning & Scattergood, adding an estimated $18.8M. The largest seller was BlackRock, cutting an estimated $3.9M.

  • 154 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2019, up from 149 in Q1 2019.
  • Funds reported $776M of Universal Health Realty Income Trust stock for Q2 2019, up 17% quarter-over-quarter.
  • 23 funds opened new Universal Health Realty Income Trust positions in Q2 2019 and 15 closed out, a net change of +8 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2019 was Boenning & Scattergood, an estimated $18.8M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2019 was BlackRock, an estimated $3.9M sold.

Based on aggregated 13F filings for Q2 2019.