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UHT

Universal Health Realty Income Trust

153 hedge funds and large institutions have $626M invested in Universal Health Realty Income Trust in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

2% more funds holding

Funds holding: 150153 (+3)

5% more capital invested

Capital invested by funds: $596M → $626M (+$29.7M)

4% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 45

0.36% more ownership

Funds ownership: 66.82%67.18% (+0.36%)

62% less call options, than puts

Call options by funds: $155K | Put options by funds: $413K

Holders
153
Holders Change
+3
Holders Change %
+2%
% of All Funds
2.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
47
Reduced
45
Closed
18
Calls
$155K
Puts
$413K
Net Calls
-$258K
Net Calls Change
-$258K
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
101
Millennium Management
New York
$233K +$226K +3,433 New
ACI
102
AMP Capital Investors
Australia
$219K +$212K +3,229 New
CAN
103
Cetera Advisor Networks
California
$218K +$211K +3,213 New
Daiwa Securities Group
104
Daiwa Securities Group
Japan
$216K +$32.9K +500 +19%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$199K
IAS
106
IMA Advisory Services
Colorado
$180K
GWM
107
Geneos Wealth Management
Colorado
$135K
HI
108
Harbour Investments
Wisconsin
$119K +$115K +1,750 New
MOACM
109
Mutual of America Capital Management
New York
$116K +$7.17K +109 +7%
ECM
110
EII Capital Management
New York
$107K -$23.2K -352 -18%
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
$95K +$92.1K +1,400 New
EVM
112
Eaton Vance Management
Massachusetts
$82K +$79.6K +1,210 New
TRCT
113
Tower Research Capital (TRC)
New York
$79K -$3.75K -57 -5%
AIP
114
Ameritas Investment Partners
Nebraska
$75K
FF
115
FourThought Financial
Florida
$67K
GEA
116
Glen Eagle Advisors
New Jersey
$52.5K
CBT
117
CoreFirst Bank & Trust
Kansas
$43K
MWM
118
Mascoma Wealth Management
New Hampshire
$42K +$40.7K +619 New
TCOV
119
Trust Company of Vermont
Vermont
$41K
PAM
120
Panagora Asset Management
Massachusetts
$38K -$1.33M -20,251 -97%
IFA
121
Interactive Financial Advisors
Illinois
$38K
VanEck Associates
122
VanEck Associates
New York
$36K +$1.19K +18 +3%
HCM
123
Highlander Capital Management
New Jersey
$34K
HNB
124
Huntington National Bank
Ohio
$33K
MWP
125
Meridian Wealth Partners
Pennsylvania
$31K

UHT Hedge Fund Activity: Q1 2021 in Review

153 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2021, worth a combined $626M — up 5% from $596M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UHT positions and 18 closed out — a net gain of 4 holders — while 47 added to existing stakes and 45 trimmed.

The largest buyer was BlackRock, adding an estimated $4.18M. The largest seller was Renaissance Technologies, cutting an estimated $3.64M.

  • 153 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2021, up from 150 in Q4 2020.
  • Funds reported $626M of Universal Health Realty Income Trust stock for Q1 2021, up 5% quarter-over-quarter.
  • 22 funds opened new Universal Health Realty Income Trust positions in Q1 2021 and 18 closed out, a net change of +4 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2021 was BlackRock, an estimated $4.18M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2021 was Renaissance Technologies, an estimated $3.64M sold.

Based on aggregated 13F filings for Q1 2021.