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UHT

Universal Health Realty Income Trust

148 hedge funds and large institutions have $656M invested in Universal Health Realty Income Trust in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

19% more capital invested

Capital invested by funds: $553M → $656M (+$103M)

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

3% more funds holding

Funds holding: 143148 (+5)

1.62% more ownership

Funds ownership: 62.94%64.56% (+1.6%)

98% less call options, than puts

Call options by funds: $7K | Put options by funds: $342K

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
3.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
45
Reduced
38
Closed
8
Calls
$7K
Puts
$342K
Net Calls
-$335K
Net Calls Change
-$277K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$40K -$915 -13 -2%
LIA
127
LS Investment Advisors
Michigan
$29K
SWA
128
Sutton Wealth Advisors
Florida
$27.6K
APP
129
Avantax Planning Partners
Iowa
$27K +$25.3K +360 New
MRCM
130
M&R Capital Management
New Jersey
$22K
MOACM
131
Mutual of America Capital Management
New York
$18K +$13.7K +195 +424%
FHB
132
First Hawaiian Bank
Hawaii
$18K +$16.6K +236 New
PI
133
PineBridge Investments
New York
$16K +$14.8K +210 New
APA
134
American Portfolios Advisors
New York
$14.7K +$11K +156 +371%
SF
135
Synovus Financial
Georgia
$11K
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$10K +$9.57K +136 New
PCM
137
Prelude Capital Management
New York
$8K -$5K -71 -39%
ST
138
Smithfield Trust
Pennsylvania
$5K
FGAM
139
Financial Gravity Asset Management
Texas
$4K -$352 -5 -8%
WAM
140
Wealthspire Advisors (Maryland)
Maryland
$4K
RCAG
141
Rehmann Capital Advisory Group
Michigan
$2.16K
CAW
142
Cornerstone Advisors (Washington)
Washington
$1K
PFBT
143
Parkside Financial Bank & Trust
Missouri
$1K
PCG
144
Private Capital Group
Connecticut
$1K
QCG
145
Quadrant Capital Group
Ohio
$1K
TWA
146
TCI Wealth Advisors
Arizona
$1K
Fidelity Investments
147
Fidelity Investments
Massachusetts
$1K +$845 +12 New
VF
148
Virtu Financial
New York
-$236K -3,681 Closed
MPPLM
149
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$42K -662 Closed
TRCT
150
Tower Research Capital (TRC)
New York
-$31K -481 Closed

UHT Hedge Fund Activity: Q3 2018 in Review

148 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2018, worth a combined $656M — up 19% from $553M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UHT positions and 8 closed out — a net gain of 6 holders — while 45 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $5.02M. The largest seller was JP Morgan Chase, cutting an estimated $1.03M.

  • 148 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2018, up from 143 in Q2 2018.
  • Funds reported $656M of Universal Health Realty Income Trust stock for Q3 2018, up 19% quarter-over-quarter.
  • 14 funds opened new Universal Health Realty Income Trust positions in Q3 2018 and 8 closed out, a net change of +6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2018 was BlackRock, an estimated $5.02M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2018 was JP Morgan Chase, an estimated $1.03M sold.

Based on aggregated 13F filings for Q3 2018.