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UHT

Universal Health Realty Income Trust

161 hedge funds and large institutions have $948M invested in Universal Health Realty Income Trust in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

22% more capital invested

Capital invested by funds: $776M → $948M (+$172M)

5% more funds holding

Funds holding: 154161 (+7)

0.54% less ownership

Funds ownership: 67.69%67.15% (-0.54%)

25% less call options, than puts

Call options by funds: $401K | Put options by funds: $534K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
161
Holders Change
+7
Holders Change %
+4.55%
% of All Funds
3.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
54
Reduced
44
Closed
13
Calls
$401K
Puts
$534K
Net Calls
-$133K
Net Calls Change
-$261K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
126
HighTower Advisors
Illinois
$200K +$184K +1,949 New
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$199K
PI
128
PineBridge Investments
New York
$192K +$67K +711 +62%
Russell Investments Group
129
Russell Investments Group
United Kingdom
$189K +$77.9K +827 +82%
LTFS
130
Ladenburg Thalmann Financial Services
Florida
$165K -$68.5K -727 -31%
SG Americas Securities
131
SG Americas Securities
New York
$139K -$306K -3,247 -71%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$127K -$48.8K -518 -30%
AIP
133
Ameritas Investment Partners
Nebraska
$114K
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$90K -$322K -3,420 -80%
GEA
135
Glen Eagle Advisors
New Jersey
$79.7K
FHA
136
Flagship Harbor Advisors
Massachusetts
$67K -$82.4K -875 -57%
HNB
137
Huntington National Bank
Ohio
$63K
QT
138
Quantamental Technologies
New York
$62K -$47.1K -500 -45%
IFA
139
Interactive Financial Advisors
Illinois
$58K
HCM
140
Highlander Capital Management
New Jersey
$51K
PWP
141
Personal Wealth Partners
Minnesota
$49K
MOACM
142
Mutual of America Capital Management
New York
$48K +$1.79K +19 +4%
LIA
143
LS Investment Advisors
Michigan
$41K
OIA
144
Optimum Investment Advisors
Illinois
$41K
SWA
145
Sutton Wealth Advisors
Florida
$38.1K
MRCM
146
M&R Capital Management
New Jersey
$30K
SF
147
Synovus Financial
Georgia
$15K
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$14K
JIR
149
James Investment Research
Ohio
$12K
ST
150
Smithfield Trust
Pennsylvania
$7K

UHT Hedge Fund Activity: Q3 2019 in Review

161 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2019, worth a combined $948M — up 22% from $776M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UHT positions and 13 closed out — a net gain of 7 holders — while 54 added to existing stakes and 44 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $11.9M. The largest seller was Boenning & Scattergood, exiting entirely with an estimated $5.59M sold.

  • 161 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2019, up from 154 in Q2 2019.
  • Funds reported $948M of Universal Health Realty Income Trust stock for Q3 2019, up 22% quarter-over-quarter.
  • 20 funds opened new Universal Health Realty Income Trust positions in Q3 2019 and 13 closed out, a net change of +7 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2019 was Bank of New York Mellon, an estimated $11.9M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2019 was Boenning & Scattergood, an estimated $5.59M sold.

Based on aggregated 13F filings for Q3 2019.