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UHT

Universal Health Realty Income Trust

154 hedge funds and large institutions have $526M invested in Universal Health Realty Income Trust in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 49

2.14% less ownership

Funds ownership: 69.02%66.87% (-2.1%)

10% less funds holding

Funds holding: 172154 (-18)

31% less capital invested

Capital invested by funds: $766M → $526M (-$240M)

62% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 29

81% less call options, than puts

Call options by funds: $57K | Put options by funds: $308K

Holders
154
Holders Change
-18
Holders Change %
-10.47%
% of All Funds
3.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
56
Reduced
49
Closed
29
Calls
$57K
Puts
$308K
Net Calls
-$251K
Net Calls Change
-$85K
Name Holding Trade Value Shares
Change
Change in
Stake
GT
126
Glenmede Trust
Pennsylvania
$104K
MOACM
127
Mutual of America Capital Management
New York
$88K +$63.2K +936 +153%
HNB
128
Huntington National Bank
Ohio
$67K -$12.7K -188 -14%
AIP
129
Ameritas Investment Partners
Nebraska
$63K
WT
130
Whittier Trust
California
$57K
GEA
131
Glen Eagle Advisors
New Jersey
$44.2K
FHA
132
Flagship Harbor Advisors
Massachusetts
$38K +$4.72K +70 +11%
TCOV
133
Trust Company of Vermont
Vermont
$34K
IFA
134
Interactive Financial Advisors
Illinois
$32K
HCM
135
Highlander Capital Management
New Jersey
$28K
MWP
136
Meridian Wealth Partners
Pennsylvania
$26K
OIA
137
Optimum Investment Advisors
Illinois
$23K
VanEck Associates
138
VanEck Associates
New York
$22K +$4.93K +73 +23%
SWA
139
Sutton Wealth Advisors
Florida
$21.1K
Lazard Asset Management
140
Lazard Asset Management
New York
$20K +$3.04K +45 +14%
MRCM
141
M&R Capital Management
New Jersey
$17K
NNP
142
Nachman Norwood & Parrott
South Carolina
$14K +$16.9K +250 New
ST
143
Smithfield Trust
Pennsylvania
$6K +$3.04K +45 +69%
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$4K -$158K -2,337 -97%
EW
145
Evoke Wealth
California
$4K
QCG
146
Quadrant Capital Group
Ohio
$3K +$2.36K +35 +152%
AssetMark Inc
147
AssetMark Inc
California
$2K +$810 +12 +43%
PFBT
148
Parkside Financial Bank & Trust
Missouri
$1K
TWA
149
TCI Wealth Advisors
Arizona
$1K
US Bancorp
150
US Bancorp
Minnesota
$1K

UHT Hedge Fund Activity: Q3 2020 in Review

154 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2020, worth a combined $526M — down 31% from $766M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of UHT and 11 opened new positions — a net loss of 18 holders — while 49 trimmed existing stakes and 56 added.

The largest buyer was Goldman Sachs, adding an estimated $3.15M. The largest seller was Squarepoint, exiting entirely with an estimated $18.4M sold.

  • 154 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2020, down from 172 in Q2 2020.
  • Funds reported $526M of Universal Health Realty Income Trust stock for Q3 2020, down 31% quarter-over-quarter.
  • 11 funds opened new Universal Health Realty Income Trust positions in Q3 2020 and 29 closed out, a net change of -18 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2020 was Goldman Sachs, an estimated $3.15M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2020 was Squarepoint, an estimated $18.4M sold.

Based on aggregated 13F filings for Q3 2020.