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UHT

Universal Health Realty Income Trust

154 hedge funds and large institutions have $776M invested in Universal Health Realty Income Trust in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

27% more call options, than puts

Call options by funds: $595K | Put options by funds: $467K

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

17% more capital invested

Capital invested by funds: $664M → $776M (+$112M)

3.87% more ownership

Funds ownership: 63.82%67.69% (+3.9%)

3% more funds holding

Funds holding: 149154 (+5)

Holders
154
Holders Change
+5
Holders Change %
+3.36%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
48
Reduced
38
Closed
15
Calls
$595K
Puts
$467K
Net Calls
+$128K
Net Calls Change
-$115K
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
126
Glen Eagle Advisors
New Jersey
$65.8K
KFA
127
Krane Funds Advisors
New York
$56K +$53.9K +656 New
MWM
128
Mascoma Wealth Management
New Hampshire
$53K
HNB
129
Huntington National Bank
Ohio
$52K -$1.56K -19 -3%
IFA
130
Interactive Financial Advisors
Illinois
$48K
HCM
131
Highlander Capital Management
New Jersey
$42K -$16.4K -200 -29%
PWP
132
Personal Wealth Partners
Minnesota
$41K +$39.4K +480 New
MOACM
133
Mutual of America Capital Management
New York
$38K +$7.15K +87 +24%
OIA
134
Optimum Investment Advisors
Illinois
$34K
LIA
135
LS Investment Advisors
Michigan
$33K
SWA
136
Sutton Wealth Advisors
Florida
$31.5K
MRCM
137
M&R Capital Management
New Jersey
$25K
PHK
138
Point72 Hong Kong
Hong Kong
$22K +$21.1K +257 New
SF
139
Synovus Financial
Georgia
$13K
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$12K
TA
141
TCG Advisors
Texas
$11K
JIR
142
James Investment Research
Ohio
$10K
ST
143
Smithfield Trust
Pennsylvania
$6K
FGAM
144
Financial Gravity Asset Management
Texas
$3K -$6.9K -84 -71%
CAW
145
Cornerstone Advisors (Washington)
Washington
$2K
US Bancorp
146
US Bancorp
Minnesota
$2K
Toronto Dominion Bank
147
Toronto Dominion Bank
Ontario, Canada
$1K +$821 +10 +100%
PFBT
148
Parkside Financial Bank & Trust
Missouri
$1K
PCG
149
Private Capital Group
Connecticut
$1K
QCG
150
Quadrant Capital Group
Ohio
$1K

UHT Hedge Fund Activity: Q2 2019 in Review

154 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2019, worth a combined $776M — up 17% from $664M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UHT positions and 15 closed out — a net gain of 8 holders — while 48 added to existing stakes and 38 trimmed.

The largest buyer was Boenning & Scattergood, adding an estimated $18.8M. The largest seller was BlackRock, cutting an estimated $3.9M.

  • 154 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2019, up from 149 in Q1 2019.
  • Funds reported $776M of Universal Health Realty Income Trust stock for Q2 2019, up 17% quarter-over-quarter.
  • 23 funds opened new Universal Health Realty Income Trust positions in Q2 2019 and 15 closed out, a net change of +8 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2019 was Boenning & Scattergood, an estimated $18.8M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2019 was BlackRock, an estimated $3.9M sold.

Based on aggregated 13F filings for Q2 2019.