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UHT

Universal Health Realty Income Trust

172 hedge funds and large institutions have $766M invested in Universal Health Realty Income Trust in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0% more funds holding

Funds holding: 172172 (0)

9.05% less ownership

Funds ownership: 78.07%69.02% (-9.1%)

16% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 61

21% less capital invested

Capital invested by funds: $974M → $766M (-$208M)

33% less call options, than puts

Call options by funds: $343K | Put options by funds: $509K

Holders
172
Holders Change
Holders Change %
0%
% of All Funds
3.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
51
Reduced
61
Closed
19
Calls
$343K
Puts
$509K
Net Calls
-$166K
Net Calls Change
+$280K
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
126
IMA Advisory Services
Colorado
$211K
V
127
Veritable
Delaware
$210K
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$199K
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$192K -$78.1K -830 -26%
GWM
130
Geneos Wealth Management
Colorado
$166K
Simplex Trading
131
Simplex Trading
Illinois
$153K +$182K +1,932 New
GT
132
Glenmede Trust
Pennsylvania
$145K +$4.24K +45 +3%
ECM
133
EII Capital Management
New York
$132K -$8.57K -91 -5%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$125K -$358K -3,800 -71%
CAN
135
Cetera Advisor Networks
California
$114K +$135K +1,436 New
HNB
136
Huntington National Bank
Ohio
$108K -$1.32K -14 -1%
AIP
137
Ameritas Investment Partners
Nebraska
$88K
LIA
138
LS Investment Advisors
Michigan
$82K
WT
139
Whittier Trust
California
$79K
QI
140
QS Investors
New York
$64K +$75.3K +800 New
GEA
141
Glen Eagle Advisors
New Jersey
$61.6K -$2.82K -30 -4%
MOACM
142
Mutual of America Capital Management
New York
$49K +$5.65K +60 +11%
WR
143
Watson Rebecca
$49K +$58.3K +619 New
FHA
144
Flagship Harbor Advisors
Massachusetts
$48K
TCOV
145
Trust Company of Vermont
Vermont
$48K +$23.5K +250 +71%
IFA
146
Interactive Financial Advisors
Illinois
$45K
HCM
147
Highlander Capital Management
New Jersey
$40K
MWP
148
Meridian Wealth Partners
Pennsylvania
$37K
OIA
149
Optimum Investment Advisors
Illinois
$32K
SWA
150
Sutton Wealth Advisors
Florida
$29.5K

UHT Hedge Fund Activity: Q2 2020 in Review

172 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2020, worth a combined $766M — down 21% from $974M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UHT positions and 19 closed out — a net gain of 2 holders — while 51 added to existing stakes and 61 trimmed.

The largest buyer was Squarepoint, opening a new position worth an estimated $8.55M. The largest seller was VanEck Associates, cutting an estimated $103M.

  • 172 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $766M of Universal Health Realty Income Trust stock for Q2 2020, down 21% quarter-over-quarter.
  • 21 funds opened new Universal Health Realty Income Trust positions in Q2 2020 and 19 closed out, a net change of +2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2020 was Squarepoint, an estimated $8.55M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2020 was VanEck Associates, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2020.