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UHT

Universal Health Realty Income Trust

156 hedge funds and large institutions have $428M invested in Universal Health Realty Income Trust in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $780K | Put options by funds: $256K

0.58% less ownership

Funds ownership: 65.82%65.25% (-0.58%)

2% less capital invested

Capital invested by funds: $437M → $428M (-$8.82M)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

6% less funds holding

Funds holding: 166156 (-10)

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
156
Holders Change
-10
Holders Change %
-6.02%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
54
Reduced
57
Closed
19
Calls
$780K
Puts
$256K
Net Calls
+$524K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
MSRPS
101
Maryland State Retirement & Pension System
Maryland
$235K -$7.58K -165 -3%
Osaic Holdings
102
Osaic Holdings
Arizona
$235K +$5.74K +125 +3%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$231K +$53.6K +1,167 +32%
KOC
104
Koss-Olinger Consulting
Florida
$228K +$220K +4,796 New
NRS
105
Neville Rodie & Shaw
New York
$218K
NRI
106
NFP Retirement Inc
California
$214K +$551 +12 +0.3%
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$206K -$217K -4,716 -52%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$205K +$6.07K +132 +3%
Public Employees Retirement Association of Colorado
109
Public Employees Retirement Association of Colorado
Colorado
$197K
TRSOTSOK
110
Teachers Retirement System of the State of Kentucky
Kentucky
$197K +$9.19K +200 +5%
OPERF
111
Oregon Public Employees Retirement Fund
Oregon
$190K -$9.19K -200 -5%
Daiwa Securities Group
112
Daiwa Securities Group
Japan
$184K
Macquarie Group
113
Macquarie Group
Australia
$174K
UM
114
UniSuper Management
Australia
$171K +$165K +3,600 New
SG Americas Securities
115
SG Americas Securities
New York
$163K -$459K -9,986 -74%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$157K -$59K -1,284 -28%
DekaBank Deutsche Girozentrale
117
DekaBank Deutsche Girozentrale
Germany
$140K
SO
118
STRS Ohio
Ohio
$128K -$620K -13,489 -83%
MRCM
119
M&R Capital Management
New Jersey
$85.7K +$184 +4 +0.2%
GWM
120
Geneos Wealth Management
Colorado
$75.9K +$48.7K +1,059 +198%
TRCT
121
Tower Research Capital (TRC)
New York
$69.9K -$4.37K -95 -6%
VanEck Associates
122
VanEck Associates
New York
$69K +$1.98K +43 +3%
DZ Bank
123
DZ Bank
Germany
$61.9K
AIP
124
Ameritas Investment Partners
Nebraska
$53K
MLICM
125
Metropolitan Life Insurance Company (MetLife)
New York
$51.6K -$138 -3 -0.3%

UHT Hedge Fund Activity: Q2 2023 in Review

156 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2023, worth a combined $428M — down 2% from $437M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of UHT and 9 opened new positions — a net loss of 10 holders — while 57 trimmed existing stakes and 54 added.

The largest buyer was BlackRock, adding an estimated $3.41M. The largest seller was Invesco, cutting an estimated $1.82M.

  • 156 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2023, down from 166 in Q1 2023.
  • Funds reported $428M of Universal Health Realty Income Trust stock for Q2 2023, down 2% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q2 2023 and 19 closed out, a net change of -10 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2023 was BlackRock, an estimated $3.41M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2023 was Invesco, an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2023.