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UHT

Universal Health Realty Income Trust

161 hedge funds and large institutions have $948M invested in Universal Health Realty Income Trust in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

22% more capital invested

Capital invested by funds: $776M → $948M (+$172M)

5% more funds holding

Funds holding: 154161 (+7)

0.54% less ownership

Funds ownership: 67.69%67.15% (-0.54%)

25% less call options, than puts

Call options by funds: $401K | Put options by funds: $534K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
161
Holders Change
+7
Holders Change %
+4.55%
% of All Funds
3.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
54
Reduced
44
Closed
13
Calls
$401K
Puts
$534K
Net Calls
-$133K
Net Calls Change
-$261K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$351K +$322K +3,417 New
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$339K +$38.7K +411 +14%
HF
103
HRT Financial
New York
$334K +$307K +3,256 New
ACI
104
AMP Capital Investors
Australia
$326K
OCM
105
One Capital Management
California
$308K
WC
106
Whitnell & Co
Illinois
$287K
FAAS
107
First Allied Advisory Services
California
$274K +$250K +2,655 New
IAS
108
IMA Advisory Services
Colorado
$272K -$6.22K -66 -2%
V
109
Veritable
Delaware
$271K
PAMU
110
Pictet Asset Management (UK)
United Kingdom
$267K
HSBC Holdings
111
HSBC Holdings
United Kingdom
$265K +$243K +2,578 New
H
112
HoyleCohen
California
$255K +$234K +2,480 New
Mitsubishi UFJ Asset Management
113
Mitsubishi UFJ Asset Management
Japan
$253K -$4.24K -45 -2%
AB
114
Amalgamated Bank
New York
$243K -$2.26K -24 -1%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$241K +$64K +680 +41%
Creative Planning
116
Creative Planning
Kansas
$232K -$226K -2,400 -52%
GWM
117
Geneos Wealth Management
Colorado
$230K -$39.3K -417 -16%
FCBT
118
First Citizens Bank & Trust
North Carolina
$228K +$209K +2,217 New
Daiwa Securities Group
119
Daiwa Securities Group
Japan
$226K +$28.3K +300 +16%
NGA
120
Naples Global Advisors
Florida
$226K +$207K +2,200 New
BTS
121
BB&T Securities
Virginia
$206K +$188K +2,000 New
CT
122
Coastline Trust
Rhode Island
$206K +$188K +2,000 New
SAM
123
Silvercrest Asset Management
New York
$206K +$188K +2,000 New
WC
124
Weil Company
California
$206K +$188K +2,000 New
PI
125
PEAK6 Investments
Illinois
$201K +$185K +1,960 New

UHT Hedge Fund Activity: Q3 2019 in Review

161 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2019, worth a combined $948M — up 22% from $776M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UHT positions and 13 closed out — a net gain of 7 holders — while 54 added to existing stakes and 44 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $11.9M. The largest seller was Boenning & Scattergood, exiting entirely with an estimated $5.59M sold.

  • 161 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2019, up from 154 in Q2 2019.
  • Funds reported $948M of Universal Health Realty Income Trust stock for Q3 2019, up 22% quarter-over-quarter.
  • 20 funds opened new Universal Health Realty Income Trust positions in Q3 2019 and 13 closed out, a net change of +7 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2019 was Bank of New York Mellon, an estimated $11.9M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2019 was Boenning & Scattergood, an estimated $5.59M sold.

Based on aggregated 13F filings for Q3 2019.