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UHT

Universal Health Realty Income Trust

172 hedge funds and large institutions have $974M invested in Universal Health Realty Income Trust in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.02% more ownership

Funds ownership: 70.05%78.07% (+8%)

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

5% less funds holding

Funds holding: 182172 (-10)

14% less capital invested

Capital invested by funds: $1.13B → $974M (-$155M)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

52% less call options, than puts

Call options by funds: $413K | Put options by funds: $859K

Holders
172
Holders Change
-10
Holders Change %
-5.49%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
54
Reduced
53
Closed
24
Calls
$413K
Puts
$859K
Net Calls
-$446K
Net Calls Change
-$306K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$227K
CAI
127
Capital Advisors Inc
Oklahoma
$226K
FIM
128
Freedom Investment Management
Connecticut
$225K +$198K +1,793 New
MSL
129
Mackay Shields LLC
New York
$221K +$243K +2,200 New
GWM
130
Geneos Wealth Management
Colorado
$213K
GT
131
Glenmede Trust
Pennsylvania
$210K
JWCA
132
J.W. Coons Advisors
Ohio
$208K +$227K +2,060 New
CT
133
Coastline Trust
Rhode Island
$202K
SAM
134
Silvercrest Asset Management
New York
$202K
WC
135
Weil Company
California
$202K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$199K
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$192K -$14.8K -134 -6%
ECM
138
EII Capital Management
New York
$177K
HNB
139
Huntington National Bank
Ohio
$139K -$2.1K -19 -1%
AIP
140
Ameritas Investment Partners
Nebraska
$112K
LIA
141
LS Investment Advisors
Michigan
$104K
WT
142
Whittier Trust
California
$101K
Russell Investments Group
143
Russell Investments Group
United Kingdom
$83K -$474K -4,302 -84%
GEA
144
Glen Eagle Advisors
New Jersey
$81.2K +$3.31K +30 +4%
FHA
145
Flagship Harbor Advisors
Massachusetts
$61K +$17K +154 +34%
IFA
146
Interactive Financial Advisors
Illinois
$56K
MOACM
147
Mutual of America Capital Management
New York
$56K +$11.3K +102 +23%
VI
148
Vestcor Inc
New Brunswick, Canada
$53K -$967K -8,771 -94%
HCM
149
Highlander Capital Management
New Jersey
$50K
VCP
150
Verus Capital Partners
Arizona
$50K

UHT Hedge Fund Activity: Q1 2020 in Review

172 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2020, worth a combined $974M — down 14% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of UHT and 17 opened new positions — a net loss of 7 holders — while 53 trimmed existing stakes and 54 added.

The largest buyer was VanEck Associates, adding an estimated $120M. The largest seller was Morgan Stanley, cutting an estimated $7.92M.

  • 172 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2020, down from 182 in Q4 2019.
  • Funds reported $974M of Universal Health Realty Income Trust stock for Q1 2020, down 14% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q1 2020 and 24 closed out, a net change of -7 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2020 was VanEck Associates, an estimated $120M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2020 was Morgan Stanley, an estimated $7.92M sold.

Based on aggregated 13F filings for Q1 2020.