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UHT

Universal Health Realty Income Trust

182 hedge funds and large institutions have $1.13B invested in Universal Health Realty Income Trust in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 47

19% more capital invested

Capital invested by funds: $948M → $1.13B (+$181M)

13% more funds holding

Funds holding: 161182 (+21)

2.9% more ownership

Funds ownership: 67.15%70.05% (+2.9%)

21% less call options, than puts

Call options by funds: $516K | Put options by funds: $656K

Holders
182
Holders Change
+21
Holders Change %
+13.04%
% of All Funds
3.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
56
Reduced
47
Closed
9
Calls
$516K
Puts
$656K
Net Calls
-$140K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$460K
CSS
102
Cubist Systematic Strategies
Connecticut
$456K +$443K +3,888 New
MERSOM
103
Municipal Employees' Retirement System of Michigan
Michigan
$454K +$6.83K +60 +2%
TIAAOA
104
Teachers Insurance & Annuity Association of America
New York
$447K
OSAM
105
O'Shaughnessy Asset Management
Connecticut
$416K +$14.8K +130 +4%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$407K -$17K -149 -4%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$402K +$124K +1,087 +46%
ACI
108
AMP Capital Investors
Australia
$370K
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$365K -$21.4K -188 -6%
OCM
110
One Capital Management
California
$352K
FAAS
111
First Allied Advisory Services
California
$338K +$25.2K +221 +8%
WC
112
Whitnell & Co
Illinois
$327K
SG Americas Securities
113
SG Americas Securities
New York
$320K +$156K +1,373 +101%
PAMU
114
Pictet Asset Management (UK)
United Kingdom
$317K +$11.4K +100 +4%
IAS
115
IMA Advisory Services
Colorado
$311K
Mitsubishi UFJ Asset Management
116
Mitsubishi UFJ Asset Management
Japan
$311K +$26.6K +234 +10%
V
117
Veritable
Delaware
$310K
Truist Financial
118
Truist Financial
North Carolina
$294K +$284K +2,498 New
AB
119
Amalgamated Bank
New York
$292K +$13.5K +119 +5%
H
120
HoyleCohen
California
$291K
HSBC Holdings
121
HSBC Holdings
United Kingdom
$290K -$7.74K -68 -3%
Daiwa Securities Group
122
Daiwa Securities Group
Japan
$270K +$11.4K +100 +5%
Squarepoint
123
Squarepoint
New York
$266K +$258K +2,270 New
Creative Planning
124
Creative Planning
Kansas
$265K
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$264K +$115K +1,010 +82%

UHT Hedge Fund Activity: Q4 2019 in Review

182 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2019, worth a combined $1.13B — up 19% from $948M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UHT positions and 9 closed out — a net gain of 23 holders — while 56 added to existing stakes and 47 trimmed.

The largest buyer was Invesco, adding an estimated $18.1M. The largest seller was State Street, cutting an estimated $6.87M.

  • 182 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2019, up from 161 in Q3 2019.
  • Funds reported $1.13B of Universal Health Realty Income Trust stock for Q4 2019, up 19% quarter-over-quarter.
  • 32 funds opened new Universal Health Realty Income Trust positions in Q4 2019 and 9 closed out, a net change of +23 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2019 was Invesco, an estimated $18.1M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2019 was State Street, an estimated $6.87M sold.

Based on aggregated 13F filings for Q4 2019.