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UHT

Universal Health Realty Income Trust
UHT

166 hedge funds and large institutions have $415M invested in Universal Health Realty Income Trust in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $682K | Put options by funds: $210K

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

10% more funds holding

Funds holding: 151 → 166 (+15)

8% more capital invested

Capital invested by funds: $384M → $415M (+$30.9M)

0.11% less ownership

Funds ownership: 64.35% → 64.24% (-0.11%)

4% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 52

Holders
166
Holders Change
+15
Holders Change %
+9.93%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
50
Reduced
52
Closed
13
Calls
$682K
Puts
$210K
Net Calls
+$472K
Net Calls Change
-$586K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.96M
2
DIA
Dean Investment Associates
Ohio
+$2.19M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$2.18M
4
Amundi
Amundi
France
+$955K
5
DCM
Dean Capital Management
Kansas
+$871K

Top Sellers

Rank Fund Capital Flow
1
ProShare Advisors
ProShare Advisors
Maryland
-$6.8M
2
UBS AM
UBS AM
Illinois
-$2.07M
3
Goldman Sachs
Goldman Sachs
New York
-$1.59M
4
N
Nuveen
North Carolina
-$1.36M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$227K -$115K -2,393 -34%
RJA
102
Raymond James & Associates
Florida
$222K -$6.51K -135 -3%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$218K +$64.6K +1,341 +41%
NRS
104
Neville Rodie & Shaw
New York
$218K +$220K +4,575 New
BAM
105
Belpointe Asset Management
Nevada
$217K +$220K +4,555 New
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$215K – – –
FCA
107
Fortis Capital Advisors
Kansas
$215K +$217K +4,500 New
NRI
108
NFP Retirement Inc
California
$214K +$216K +4,481 New
VVP
109
Venture Visionary Partners
Ohio
$211K +$214K +4,431 New
E
110
Ergoteles
New York
$209K +$211K +4,384 New
Jane Street
111
Jane Street
New York
$208K +$210K +4,358 New
Teacher Retirement System of Texas
112
Teacher Retirement System of Texas
Texas
$207K +$209K +4,333 New
Macquarie Group
113
Macquarie Group
Australia
$206K -$444K -9,216 -68%
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$205K +$207K +4,297 New
Millennium Management
115
Millennium Management
New York
$203K +$205K +4,249 New
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$201K -$2.46K -51 -1%
Public Employees Retirement Association of Colorado
117
Public Employees Retirement Association of Colorado
Colorado
$197K – – –
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$194K -$18K -374 -8%
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$189K – – –
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$176K – – –
AssetMark Inc
121
AssetMark Inc
California
$175K +$55.1K +1,144 +46%
Daiwa Securities Group
122
Daiwa Securities Group
Japan
$164K -$2.31K -48 -1%
SG Americas Securities
123
SG Americas Securities
New York
$157K -$93.5K -1,940 -37%
DekaBank Deutsche Girozentrale
124
DekaBank Deutsche Girozentrale
Germany
$141K – – –
IAS
125
IMA Advisory Services
Colorado
$126K – – –
3 4
5
6 7

UHT Hedge Fund Activity: Q4 2022 in Review

166 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2022, worth a combined $415M — up 8% from $384M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UHT positions and 13 closed out — a net gain of 17 holders — while 50 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $3.96M. The largest seller was ProShare Advisors, exiting entirely with an estimated $6.8M sold.

  • 166 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2022, up from 151 in Q3 2022.
  • Funds reported $415M of Universal Health Realty Income Trust stock for Q4 2022, up 8% quarter-over-quarter.
  • 30 funds opened new Universal Health Realty Income Trust positions in Q4 2022 and 13 closed out, a net change of +17 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2022 was BlackRock, an estimated $3.96M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2022 was ProShare Advisors, an estimated $6.8M sold.

Based on aggregated 13F filings for Q4 2022.