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UHT

Universal Health Realty Income Trust

165 hedge funds and large institutions have $522M invested in Universal Health Realty Income Trust in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

12% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 49

9% more capital invested

Capital invested by funds: $479M → $522M (+$43M)

7% more funds holding

Funds holding: 154165 (+11)

0.76% more ownership

Funds ownership: 62.96%63.72% (+0.76%)

47% less call options, than puts

Call options by funds: $987K | Put options by funds: $1.87M

Holders
165
Holders Change
+11
Holders Change %
+7.14%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
55
Reduced
49
Closed
18
Calls
$987K
Puts
$1.87M
Net Calls
-$879K
Net Calls Change
+$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
101
HSBC Holdings
United Kingdom
$262K +$44.8K +770 +21%
AAS
102
Avantax Advisory Services
Texas
$260K -$97.5K -1,676 -28%
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$255K
DBIA
104
Dumont & Blake Investment Advisors
New Jersey
$255K +$116 +2 +0%
MIM
105
MetLife Investment Management
New Jersey
$254K
Public Employees Retirement Association of Colorado
106
Public Employees Retirement Association of Colorado
Colorado
$246K
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$240K -$44.3K -761 -16%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$237K +$231K +3,980 New
BS
109
Boenning & Scattergood
Pennsylvania
$235K
PCM
110
Penserra Capital Management
California
$230K +$225K +3,868 New
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$229K -$31.9K -548 -12%
ASRS
112
Arizona State Retirement System
Arizona
$221K -$2.38K -41 -1%
TRSOTSOK
113
Teachers Retirement System of the State of Kentucky
Kentucky
$221K
CAN
114
Cetera Advisor Networks
California
$220K +$216K +3,706 New
Daiwa Securities Group
115
Daiwa Securities Group
Japan
$212K +$19.4K +334 +10%
OC
116
Oppenheimer & Co
New York
$212K +$208K +3,570 New
MA
117
MKT Advisors
California
$205K +$211K +3,635 New
ECM
118
Everence Capital Management
Indiana
$202K +$197K +3,390 New
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$197K +$193K +3,311 New
DekaBank Deutsche Girozentrale
120
DekaBank Deutsche Girozentrale
Germany
$174K +$170K +2,921 New
IAS
121
IMA Advisory Services
Colorado
$158K
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$152K -$58.4K -1,005 -28%
CI
123
Clal Insurance
Israel
$147K +$144K +2,472 New
GWM
124
Geneos Wealth Management
Colorado
$123K +$19.5K +336 +19%
EVM
125
Eaton Vance Management
Massachusetts
$118K +$115K +1,980 New

UHT Hedge Fund Activity: Q4 2021 in Review

165 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2021, worth a combined $522M — up 9% from $479M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UHT positions and 18 closed out — a net gain of 14 holders — while 55 added to existing stakes and 49 trimmed.

The largest buyer was BlackRock, adding an estimated $5.27M. The largest seller was Two Sigma Investments, cutting an estimated $2.46M.

  • 165 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2021, up from 154 in Q3 2021.
  • Funds reported $522M of Universal Health Realty Income Trust stock for Q4 2021, up 9% quarter-over-quarter.
  • 32 funds opened new Universal Health Realty Income Trust positions in Q4 2021 and 18 closed out, a net change of +14 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2021 was BlackRock, an estimated $5.27M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2021 was Two Sigma Investments, an estimated $2.46M sold.

Based on aggregated 13F filings for Q4 2021.