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UHT

Universal Health Realty Income Trust

160 hedge funds and large institutions have $557M invested in Universal Health Realty Income Trust in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

5% more funds holding

Funds holding: 153160 (+7)

1.39% less ownership

Funds ownership: 67.18%65.79% (-1.4%)

11% less capital invested

Capital invested by funds: $626M → $557M (-$69.1M)

19% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 54

97% less call options, than puts

Call options by funds: $18K | Put options by funds: $677K

Holders
160
Holders Change
+7
Holders Change %
+4.58%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
44
Reduced
54
Closed
16
Calls
$18K
Puts
$677K
Net Calls
-$659K
Net Calls Change
-$401K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$281K -$12.9K -191 -4%
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$264K
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$254K
DBIA
104
Dumont & Blake Investment Advisors
New Jersey
$253K +$474 +7 +0.2%
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$253K +$1.01K +15 +0.4%
ECM
106
ExodusPoint Capital Management
New York
$245K +$270K +3,987 New
BS
107
Boenning & Scattergood
Pennsylvania
$243K
OC
108
Oppenheimer & Co
New York
$237K
ASRS
109
Arizona State Retirement System
Arizona
$230K -$4.4K -65 -2%
TRSOTSOK
110
Teachers Retirement System of the State of Kentucky
Kentucky
$229K
ProShare Advisors
111
ProShare Advisors
Maryland
$226K -$11.6M -171,134 -98%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$221K +$242K +3,581 New
EVM
113
Eaton Vance Management
Massachusetts
$216K +$156K +2,303 +190%
CAN
114
Cetera Advisor Networks
California
$214K +$18.3K +270 +8%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$213K -$28.7K -425 -11%
ECM
116
Everence Capital Management
Indiana
$209K +$229K +3,390 New
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$199K
Daiwa Securities Group
118
Daiwa Securities Group
Japan
$196K
SG Americas Securities
119
SG Americas Securities
New York
$184K -$703K -10,392 -78%
IAS
120
IMA Advisory Services
Colorado
$163K
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$152K +$139K +2,060 +501%
TRCT
122
Tower Research Capital (TRC)
New York
$147K +$82K +1,212 +103%
GWM
123
Geneos Wealth Management
Colorado
$123K
MOACM
124
Mutual of America Capital Management
New York
$112K +$7.51K +111 +6%
HI
125
Harbour Investments
Wisconsin
$108K

UHT Hedge Fund Activity: Q2 2021 in Review

160 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2021, worth a combined $557M — down 11% from $626M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UHT positions and 16 closed out — a net gain of 8 holders — while 44 added to existing stakes and 54 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.55M. The largest seller was ProShare Advisors, cutting an estimated $11.6M.

  • 160 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2021, up from 153 in Q1 2021.
  • Funds reported $557M of Universal Health Realty Income Trust stock for Q2 2021, down 11% quarter-over-quarter.
  • 24 funds opened new Universal Health Realty Income Trust positions in Q2 2021 and 16 closed out, a net change of +8 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2021 was Vanguard Group, an estimated $3.55M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2021 was ProShare Advisors, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2021.