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UHT

Universal Health Realty Income Trust
UHT

182 hedge funds and large institutions have $1.13B invested in Universal Health Realty Income Trust in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 47

19% more capital invested

Capital invested by funds: $948M → $1.13B (+$181M)

13% more funds holding

Funds holding: 161 → 182 (+21)

2.9% more ownership

Funds ownership: 67.15% → 70.05% (+2.9%)

21% less call options, than puts

Call options by funds: $516K | Put options by funds: $656K

Holders
182
Holders Change
+21
Holders Change %
+13.04%
% of All Funds
3.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
56
Reduced
47
Closed
9
Calls
$516K
Puts
$656K
Net Calls
-$140K
Net Calls Change
-$7K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$18.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$10.6M
3
Morgan Stanley
Morgan Stanley
New York
+$6.79M
4
BlackRock
BlackRock
New York
+$3.13M
5
Canada Life
Canada Life
Manitoba, Canada
+$2.77M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$6.87M
2
ACM
Atlanta Capital Management
Georgia
-$1.49M
3
ProShare Advisors
ProShare Advisors
Maryland
-$1.26M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.09M
5
TCM
Tuttle Capital Management
Connecticut
-$818K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
126
Capital Advisors Inc
Oklahoma
$263K +$256K +2,245 New
GWM
127
Geneos Wealth Management
Colorado
$261K – – –
NGA
128
Naples Global Advisors
Florida
$246K -$11.4K -100 -5%
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$246K +$239K +2,098 New
ECM
130
ExodusPoint Capital Management
New York
$246K +$239K +2,100 New
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$239K +$133K +1,167 +134%
CT
132
Coastline Trust
Rhode Island
$235K – – –
SAM
133
Silvercrest Asset Management
New York
$235K – – –
WC
134
Weil Company
California
$235K – – –
Lido Advisors
135
Lido Advisors
California
$220K +$213K +1,875 New
IAA
136
Independent Advisor Alliance
North Carolina
$215K +$209K +1,835 New
GT
137
Glenmede Trust
Pennsylvania
$210K +$4.21K +37 +2%
CCM
138
Coldstream Capital Management
Washington
$208K +$202K +1,773 New
CGH
139
Crossmark Global Holdings
Texas
$204K +$198K +1,740 New
CAN
140
Cetera Advisor Networks
California
$202K +$196K +1,725 New
Point72 Asset Management
141
Point72 Asset Management
Connecticut
$200K +$194K +1,700 New
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$199K – – –
HNB
143
Huntington National Bank
Ohio
$164K +$88.7K +779 +127%
LTFS
144
Ladenburg Thalmann Financial Services
Florida
$138K -$51.1K -449 -28%
AIP
145
Ameritas Investment Partners
Nebraska
$131K – – –
PA
146
PSI Advisors
Florida
$129K +$126K +1,106 New
LIA
147
LS Investment Advisors
Michigan
$121K +$72.2K +634 +161%
FGAM
148
Financial Gravity Asset Management
Texas
$117K +$228 +2 +100%
WT
149
Whittier Trust
California
$117K +$114K +1,000 New
GEA
150
Glen Eagle Advisors
New Jersey
$91K – – –
4 5
6
7 8

UHT Hedge Fund Activity: Q4 2019 in Review

182 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2019, worth a combined $1.13B — up 19% from $948M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UHT positions and 9 closed out — a net gain of 23 holders — while 56 added to existing stakes and 47 trimmed.

The largest buyer was Invesco, adding an estimated $18.1M. The largest seller was State Street, cutting an estimated $6.87M.

  • 182 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2019, up from 161 in Q3 2019.
  • Funds reported $1.13B of Universal Health Realty Income Trust stock for Q4 2019, up 19% quarter-over-quarter.
  • 32 funds opened new Universal Health Realty Income Trust positions in Q4 2019 and 9 closed out, a net change of +23 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2019 was Invesco, an estimated $18.1M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2019 was State Street, an estimated $6.87M sold.

Based on aggregated 13F filings for Q4 2019.