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UHT

Universal Health Realty Income Trust

166 hedge funds and large institutions have $437M invested in Universal Health Realty Income Trust in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $890K | Put options by funds: $264K

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

5% more capital invested

Capital invested by funds: $415M → $437M (+$22.4M)

1.58% more ownership

Funds ownership: 64.24%65.82% (+1.6%)

0% more funds holding

Funds holding: 166166 (0)

5% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 56

Holders
166
Holders Change
Holders Change %
0%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
53
Reduced
56
Closed
15
Calls
$890K
Puts
$264K
Net Calls
+$626K
Net Calls Change
+$154K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$273K +$47.1K +913 +19%
LNC
102
Lincoln National Corp
Pennsylvania
$261K +$4.03K +78 +1%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$256K -$5.01K -97 -2%
Nisa Investment Advisors
104
Nisa Investment Advisors
Missouri
$255K +$40.8K +791 +18%
MSRPS
105
Maryland State Retirement & Pension System
Maryland
$246K -$6.71K -130 -2%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$244K
Osaic Holdings
107
Osaic Holdings
Arizona
$232K -$11.4K -220 -4%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$221K +$929 +18 +0.4%
NRS
109
Neville Rodie & Shaw
New York
$220K
NRI
110
NFP Retirement Inc
California
$216K +$671 +13 +0.3%
VVP
111
Venture Visionary Partners
Ohio
$213K
PAMS
112
Pictet Asset Management (Switzerland)
Switzerland
$208K -$77.4K -1,500 -26%
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$207K
MPPLM
114
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$203K +$217K +4,213 New
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$202K -$516 -10 -0.2%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$202K -$129K -2,505 -37%
Public Employees Retirement Association of Colorado
117
Public Employees Retirement Association of Colorado
Colorado
$199K
AssetMark Inc
118
AssetMark Inc
California
$193K +$18.6K +361 +10%
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$190K
Daiwa Securities Group
120
Daiwa Securities Group
Japan
$186K +$23K +446 +13%
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$178K
Macquarie Group
122
Macquarie Group
Australia
$176K -$34.2K -662 -15%
DekaBank Deutsche Girozentrale
123
DekaBank Deutsche Girozentrale
Germany
$139K
PCM
124
Pointe Capital Management
Michigan
$96.2K +$103K +2,000 New
MRCM
125
M&R Capital Management
New Jersey
$86.5K +$75.7K +1,466 +443%

UHT Hedge Fund Activity: Q1 2023 in Review

166 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2023, worth a combined $437M — up 5.4% from $415M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UHT positions and 15 closed out — a net gain of 2 holders — while 53 added to existing stakes and 56 trimmed.

The largest buyer was ProShare Advisors, opening a new position worth an estimated $9.61M. The largest seller was BlackRock, cutting an estimated $5.63M.

  • 166 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $437M of Universal Health Realty Income Trust stock for Q1 2023, up 5.4% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q1 2023 and 15 closed out, a net change of +2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2023 was ProShare Advisors, an estimated $9.61M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2023 was BlackRock, an estimated $5.63M sold.

Based on aggregated 13F filings for Q1 2023.