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UHT

Universal Health Realty Income Trust
UHT

149 hedge funds and large institutions have $664M invested in Universal Health Realty Income Trust in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $379K | Put options by funds: $136K

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

25% more capital invested

Capital invested by funds: $531M → $664M (+$133M)

5% more funds holding

Funds holding: 142 → 149 (+7)

0.55% more ownership

Funds ownership: 63.27% → 63.82% (+0.55%)

Holders
149
Holders Change
+7
Holders Change %
+4.93%
% of All Funds
3.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
53
Reduced
40
Closed
9
Calls
$379K
Puts
$136K
Net Calls
+$243K
Net Calls Change
+$199K

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$6.73M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.06M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.32M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.29M
5
ProShare Advisors
ProShare Advisors
Maryland
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
BS
Boenning & Scattergood
Pennsylvania
-$5.13M
2
LJAC
L.J. Altfest & Co
New York
-$1.44M
3
Morgan Stanley
Morgan Stanley
New York
-$1.24M
4
BlackRock
BlackRock
New York
-$990K
5
ACM
Atlanta Capital Management
Georgia
-$985K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
126
Sutton Wealth Advisors
Florida
$28.1K – – –
MOACM
127
Mutual of America Capital Management
New York
$28K +$3.21K +45 +14%
MRCM
128
M&R Capital Management
New Jersey
$23K – – –
APA
129
American Portfolios Advisors
New York
$19.8K +$6.34K +89 +52%
FHB
130
First Hawaiian Bank
Hawaii
$18K – – –
SF
131
Synovus Financial
Georgia
$11K – – –
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$10K – – –
TA
133
TCG Advisors
Texas
$10K +$9.47K +133 New
FGAM
134
Financial Gravity Asset Management
Texas
$9K +$8.47K +119 New
JIR
135
James Investment Research
Ohio
$9K +$8.55K +120 New
ST
136
Smithfield Trust
Pennsylvania
$5K – – –
WAM
137
Wealthspire Advisors (Maryland)
Maryland
$4K – – –
Simplex Trading
138
Simplex Trading
Illinois
$3K +$356 +5 +14%
CAM
139
Cresset Asset Management
Illinois
$3K +$2.78K +39 New
RCAG
140
Rehmann Capital Advisory Group
Michigan
$2.19K – – –
US Bancorp
141
US Bancorp
Minnesota
$2K – – –
CAW
142
Cornerstone Advisors (Washington)
Washington
$2K +$427 +6 +43%
PFBT
143
Parkside Financial Bank & Trust
Missouri
$1K -$285 -4 -27%
PCG
144
Private Capital Group
Connecticut
$1K – – –
QCG
145
Quadrant Capital Group
Ohio
$1K – – –
TWA
146
TCI Wealth Advisors
Arizona
$1K – – –
Toronto Dominion Bank
147
Toronto Dominion Bank
Ontario, Canada
$1K +$712 +10 New
GT
148
Glenmede Trust
Pennsylvania
$131 – – –
LJAC
149
L.J. Altfest & Co
New York
– -$1.44M -23,486 Closed
Millennium Management
150
Millennium Management
New York
– -$769K -12,529 Closed
3 4 5
6
7

UHT Hedge Fund Activity: Q1 2019 in Review

149 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2019, worth a combined $664M — up 25% from $531M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UHT positions and 9 closed out — a net gain of 8 holders — while 53 added to existing stakes and 40 trimmed.

The largest buyer was State Street, adding an estimated $6.73M. The largest seller was Boenning & Scattergood, cutting an estimated $5.13M.

  • 149 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2019, up from 142 in Q4 2018.
  • Funds reported $664M of Universal Health Realty Income Trust stock for Q1 2019, up 25% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q1 2019 and 9 closed out, a net change of +8 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2019 was State Street, an estimated $6.73M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2019 was Boenning & Scattergood, an estimated $5.13M sold.

Based on aggregated 13F filings for Q1 2019.