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UHT

Universal Health Realty Income Trust

153 hedge funds and large institutions have $626M invested in Universal Health Realty Income Trust in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

2% more funds holding

Funds holding: 150153 (+3)

5% more capital invested

Capital invested by funds: $596M → $626M (+$29.7M)

4% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 45

0.36% more ownership

Funds ownership: 66.82%67.18% (+0.36%)

62% less call options, than puts

Call options by funds: $155K | Put options by funds: $413K

Holders
153
Holders Change
+3
Holders Change %
+2%
% of All Funds
2.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
47
Reduced
45
Closed
18
Calls
$155K
Puts
$413K
Net Calls
-$258K
Net Calls Change
-$258K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$28K -$337K -5,124 -93%
MAM
127
Meeder Asset Management
Ohio
$28K +$26K +395 +2,194%
SWA
128
Sutton Wealth Advisors
Florida
$25.1K
Lazard Asset Management
129
Lazard Asset Management
New York
$23K +$23K +350 New
PHK
130
Point72 Hong Kong
Hong Kong
$22K +$21.1K +320 New
MRCM
131
M&R Capital Management
New Jersey
$20K
AIC
132
Ameritas Investment Company
Nebraska
$19.3K +$18.8K +285 New
SWP
133
ShoreHaven Wealth Partners
New Jersey
$10K
ST
134
Smithfield Trust
Pennsylvania
$7K
GI
135
Gradient Investments
Minnesota
$7K +$6.58K +100 New
KFP
136
KB Financial Partners
New Jersey
$7K +$6.97K +106 New
IPW
137
IronBridge Private Wealth
Texas
$6K
OSAM
138
O'Shaughnessy Asset Management
Connecticut
$5K
Bessemer Group
139
Bessemer Group
New Jersey
$5K +$4.47K +68 New
EW
140
Evoke Wealth
California
$4K
PFBT
141
Parkside Financial Bank & Trust
Missouri
$4K
AssetMark Inc
142
AssetMark Inc
California
$4K +$132 +2 +4%
VCM
143
Versant Capital Management
Arizona
$4K +$3.03K +46 +288%
EI
144
Ellevest Inc
New York
$3K +$3.16K +48 New
AWA
145
Arkadios Wealth Advisors
Georgia
$2K
S
146
SignatureFD
Georgia
$2K +$1.38K +21 +191%
QCG
147
Quadrant Capital Group
Ohio
$1K -$1.32K -20 -57%
US Bancorp
148
US Bancorp
Minnesota
$1K
LC
149
Lindbrook Capital
California
$1K +$658 +10 New
AIG
150
American International Group
New York
$579 -$6.38K -97 -1%

UHT Hedge Fund Activity: Q1 2021 in Review

153 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2021, worth a combined $626M — up 5% from $596M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UHT positions and 18 closed out — a net gain of 4 holders — while 47 added to existing stakes and 45 trimmed.

The largest buyer was BlackRock, adding an estimated $4.18M. The largest seller was Renaissance Technologies, cutting an estimated $3.64M.

  • 153 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2021, up from 150 in Q4 2020.
  • Funds reported $626M of Universal Health Realty Income Trust stock for Q1 2021, up 5% quarter-over-quarter.
  • 22 funds opened new Universal Health Realty Income Trust positions in Q1 2021 and 18 closed out, a net change of +4 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2021 was BlackRock, an estimated $4.18M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2021 was Renaissance Technologies, an estimated $3.64M sold.

Based on aggregated 13F filings for Q1 2021.