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UHT

Universal Health Realty Income Trust

172 hedge funds and large institutions have $974M invested in Universal Health Realty Income Trust in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.02% more ownership

Funds ownership: 70.05%78.07% (+8%)

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

5% less funds holding

Funds holding: 182172 (-10)

14% less capital invested

Capital invested by funds: $1.13B → $974M (-$155M)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

52% less call options, than puts

Call options by funds: $413K | Put options by funds: $859K

Holders
172
Holders Change
-10
Holders Change %
-5.49%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
54
Reduced
53
Closed
24
Calls
$413K
Puts
$859K
Net Calls
-$446K
Net Calls Change
-$306K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$411K +$450K +4,083 New
KBC Group
102
KBC Group
Belgium
$400K -$9.71K -88 -2%
MERSOM
103
Municipal Employees' Retirement System of Michigan
Michigan
$395K +$5.51K +50 +1%
Nisa Investment Advisors
104
Nisa Investment Advisors
Missouri
$389K -$397K -3,601 -48%
TRSOTSOK
105
Teachers Retirement System of the State of Kentucky
Kentucky
$375K -$22.1K -200 -5%
Millennium Management
106
Millennium Management
New York
$372K -$162K -1,467 -28%
MFG
107
Magnus Financial Group
New York
$363K +$397K +3,599 New
LSERS
108
Louisiana State Employees Retirement System
Louisiana
$355K -$92.6K -840 -19%
PAMU
109
Pictet Asset Management (UK)
United Kingdom
$343K +$77.2K +700 +26%
Mitsubishi UFJ Asset Management
110
Mitsubishi UFJ Asset Management
Japan
$337K +$72.1K +654 +24%
OSAM
111
O'Shaughnessy Asset Management
Connecticut
$328K -$33.7K -306 -9%
ACI
112
AMP Capital Investors
Australia
$315K
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$314K
ASRS
114
Arizona State Retirement System
Arizona
$309K -$592K -5,372 -64%
OCM
115
One Capital Management
California
$302K
Citadel Advisors
116
Citadel Advisors
Florida
$291K +$319K +2,890 New
ABC
117
Associated Banc-Corp
Wisconsin
$283K +$309K +2,806 New
IAS
118
IMA Advisory Services
Colorado
$267K
FAAS
119
First Allied Advisory Services
California
$266K -$26.4K -239 -8%
V
120
Veritable
Delaware
$266K
Daiwa Securities Group
121
Daiwa Securities Group
Japan
$265K +$36.4K +330 +14%
DCM
122
Dupont Capital Management
Delaware
$252K +$275K +2,495 New
HSBC Holdings
123
HSBC Holdings
United Kingdom
$247K -$5.29K -48 -2%
Truist Financial
124
Truist Financial
North Carolina
$244K -$8.49K -77 -3%
AB
125
Amalgamated Bank
New York
$239K -$12.8K -116 -5%

UHT Hedge Fund Activity: Q1 2020 in Review

172 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2020, worth a combined $974M — down 14% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of UHT and 17 opened new positions — a net loss of 7 holders — while 53 trimmed existing stakes and 54 added.

The largest buyer was VanEck Associates, adding an estimated $120M. The largest seller was Morgan Stanley, cutting an estimated $7.92M.

  • 172 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2020, down from 182 in Q4 2019.
  • Funds reported $974M of Universal Health Realty Income Trust stock for Q1 2020, down 14% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q1 2020 and 24 closed out, a net change of -7 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2020 was VanEck Associates, an estimated $120M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2020 was Morgan Stanley, an estimated $7.92M sold.

Based on aggregated 13F filings for Q1 2020.