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UHT

Universal Health Realty Income Trust

142 hedge funds and large institutions have $531M invested in Universal Health Realty Income Trust in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $215K | Put options by funds: $171K

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

1.29% less ownership

Funds ownership: 64.56%63.27% (-1.3%)

4% less funds holding

Funds holding: 148142 (-6)

19% less capital invested

Capital invested by funds: $656M → $531M (-$125M)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
142
Holders Change
-6
Holders Change %
-4.05%
% of All Funds
3.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
49
Reduced
39
Closed
14
Calls
$215K
Puts
$171K
Net Calls
+$44K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$8K
PCM
127
Prelude Capital Management
New York
$7K
CG
128
Cutler Group
California
$6K +$6.78K +100 New
ST
129
Smithfield Trust
Pennsylvania
$4K
MOS
130
MGO One Seven
Ohio
$4K +$5.22K +77 New
WAM
131
Wealthspire Advisors (Maryland)
Maryland
$3K
US Bancorp
132
US Bancorp
Minnesota
$2K -$50.8K -750 -97%
Simplex Trading
133
Simplex Trading
Illinois
$2K +$2.51K +37 New
RCAG
134
Rehmann Capital Advisory Group
Michigan
$1.78K
CAW
135
Cornerstone Advisors (Washington)
Washington
$1K
PFBT
136
Parkside Financial Bank & Trust
Missouri
$1K
PCG
137
Private Capital Group
Connecticut
$1K
QCG
138
Quadrant Capital Group
Ohio
$1K
TWA
139
TCI Wealth Advisors
Arizona
$1K
AAMU
140
Amundi Asset Management US
Massachusetts
$406 -$149K -2,194 -25%
GT
141
Glenmede Trust
Pennsylvania
$106 -$78.5K -1,159 -40%
Schroder Investment Management Group
142
Schroder Investment Management Group
United Kingdom
$104
CWM
143
Cornerstone Wealth Management
Missouri
-$894K -67,649 Closed
Koshinski Asset Management
144
Koshinski Asset Management
Illinois
-$521K -7,000 Closed
WG
145
Winton Group
United Kingdom
-$308K -4,135 Closed
ACI
146
AMP Capital Investors
Australia
-$231K -3,202 Closed
OCM
147
One Capital Management
California
-$223K -3,000 Closed
Neuberger Berman Group
148
Neuberger Berman Group
New York
-$217K -2,920 Closed
PIA
149
Piedmont Investment Advisors
North Carolina
-$217K -2,918 Closed
H
150
HoyleCohen
California
-$207K -2,780 Closed

UHT Hedge Fund Activity: Q4 2018 in Review

142 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2018, worth a combined $531M — down 19% from $656M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of UHT and 9 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 49 added.

The largest buyer was Boenning & Scattergood, adding an estimated $4.88M. The largest seller was Invesco, cutting an estimated $10.5M.

  • 142 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2018, down from 148 in Q3 2018.
  • Funds reported $531M of Universal Health Realty Income Trust stock for Q4 2018, down 19% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q4 2018 and 14 closed out, a net change of -5 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2018 was Boenning & Scattergood, an estimated $4.88M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2018 was Invesco, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2018.