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UHT

Universal Health Realty Income Trust

154 hedge funds and large institutions have $526M invested in Universal Health Realty Income Trust in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 49

2.14% less ownership

Funds ownership: 69.02%66.87% (-2.1%)

10% less funds holding

Funds holding: 172154 (-18)

31% less capital invested

Capital invested by funds: $766M → $526M (-$240M)

62% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 29

81% less call options, than puts

Call options by funds: $57K | Put options by funds: $308K

Holders
154
Holders Change
-18
Holders Change %
-10.47%
% of All Funds
3.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
56
Reduced
49
Closed
29
Calls
$57K
Puts
$308K
Net Calls
-$251K
Net Calls Change
-$85K
Name Holding Trade Value Shares
Change
Change in
Stake
PP
101
Paloma Partners
Connecticut
$252K +$298K +4,420 New
Truist Financial
102
Truist Financial
North Carolina
$252K +$299K +4,428 New
Jane Street
103
Jane Street
New York
$247K -$583K -8,645 -67%
CSS
104
Cubist Systematic Strategies
Connecticut
$241K +$286K +4,233 New
Osaic Holdings
105
Osaic Holdings
Arizona
$240K +$12.3K +182 +5%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$239K -$50.5K -748 -15%
Macquarie Group
107
Macquarie Group
Australia
$239K +$53.9K +798 +24%
Mitsubishi UFJ Asset Management
108
Mitsubishi UFJ Asset Management
Japan
$226K +$31K +459 +13%
BS
109
Boenning & Scattergood
Pennsylvania
$225K -$6.75K -100 -2%
ASRS
110
Arizona State Retirement System
Arizona
$225K +$67K +993 +34%
OC
111
Oppenheimer & Co
New York
$219K
TIAAOA
112
Teachers Insurance & Annuity Association of America
New York
$216K -$76.2K -1,129 -23%
TRSOTSOK
113
Teachers Retirement System of the State of Kentucky
Kentucky
$212K
DCM
114
Dupont Capital Management
Delaware
$210K +$248K +3,679 New
Voloridge Investment Management
115
Voloridge Investment Management
Florida
$208K -$136K -2,010 -36%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$199K
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$193K
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$187K +$115K +1,699 +108%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$163K -$29.2K -433 -13%
Russell Investments Group
120
Russell Investments Group
United Kingdom
$154K -$50.5K -748 -22%
Daiwa Securities Group
121
Daiwa Securities Group
Japan
$153K +$3.98K +59 +2%
IAS
122
IMA Advisory Services
Colorado
$151K
ABC
123
Associated Banc-Corp
Wisconsin
$125K -$39.7K -588 -21%
GWM
124
Geneos Wealth Management
Colorado
$123K
ECM
125
EII Capital Management
New York
$110K +$18.2K +269 +16%

UHT Hedge Fund Activity: Q3 2020 in Review

154 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2020, worth a combined $526M — down 31% from $766M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of UHT and 11 opened new positions — a net loss of 18 holders — while 49 trimmed existing stakes and 56 added.

The largest buyer was Goldman Sachs, adding an estimated $3.15M. The largest seller was Squarepoint, exiting entirely with an estimated $18.4M sold.

  • 154 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2020, down from 172 in Q2 2020.
  • Funds reported $526M of Universal Health Realty Income Trust stock for Q3 2020, down 31% quarter-over-quarter.
  • 11 funds opened new Universal Health Realty Income Trust positions in Q3 2020 and 29 closed out, a net change of -18 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2020 was Goldman Sachs, an estimated $3.15M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2020 was Squarepoint, an estimated $18.4M sold.

Based on aggregated 13F filings for Q3 2020.