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UHT

Universal Health Realty Income Trust

165 hedge funds and large institutions have $522M invested in Universal Health Realty Income Trust in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

12% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 49

9% more capital invested

Capital invested by funds: $479M → $522M (+$43M)

7% more funds holding

Funds holding: 154165 (+11)

0.76% more ownership

Funds ownership: 62.96%63.72% (+0.76%)

47% less call options, than puts

Call options by funds: $987K | Put options by funds: $1.87M

Holders
165
Holders Change
+11
Holders Change %
+7.14%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
55
Reduced
49
Closed
18
Calls
$987K
Puts
$1.87M
Net Calls
-$879K
Net Calls Change
+$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
126
Mutual of America Capital Management
New York
$104K +$2.5K +43 +3%
Ensign Peak Advisors
127
Ensign Peak Advisors
Utah
$83K
AIP
128
Ameritas Investment Partners
Nebraska
$66K
VanEck Associates
129
VanEck Associates
New York
$59K +$23.3K +401 +67%
TCOV
130
Trust Company of Vermont
Vermont
$52K +$50.6K +870 New
Koshinski Asset Management
131
Koshinski Asset Management
Illinois
$47.6K +$46.5K +800 New
GEA
132
Glen Eagle Advisors
New Jersey
$38.7K
CBT
133
CoreFirst Bank & Trust
Kansas
$38K
MWM
134
Mascoma Wealth Management
New Hampshire
$37K
Lazard Asset Management
135
Lazard Asset Management
New York
$35K +$5.76K +99 +20%
FPS
136
Fieldpoint Private Securities
Connecticut
$33K -$1.1K -19 -3%
PA
137
PSI Advisors
Florida
$30K -$17.4K -300 -37%
HPC
138
HM Payson & Co
Maine
$25K +$10.1K +173 +71%
SWA
139
Sutton Wealth Advisors
Florida
$22.2K +$174 +3 +0.8%
ETC
140
Exchange Traded Concepts
Oklahoma
$21K +$20.1K +345 New
TRCT
141
Tower Research Capital (TRC)
New York
$20K +$6.98K +120 +55%
MRCM
142
M&R Capital Management
New Jersey
$17K
Mitsubishi UFJ Trust & Banking
143
Mitsubishi UFJ Trust & Banking
Japan
$16K +$11.8K +203 +267%
NFG
144
Next Financial Group
Texas
$16K +$15.8K +272 New
SSB
145
Sandy Spring Bank
Maryland
$14K
GC
146
Gould Capital
Washington
$12K +$11.6K +200 New
US Bancorp
147
US Bancorp
Minnesota
$10K +$1.22K +21 +14%
EWA
148
EverSource Wealth Advisors
Alabama
$10K +$9.48K +163 New
HI
149
Harbour Investments
Wisconsin
$9K -$93.1K -1,600 -91%
CT
150
Cambridge Trust
Massachusetts
$8K +$7.56K +130 New

UHT Hedge Fund Activity: Q4 2021 in Review

165 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2021, worth a combined $522M — up 9% from $479M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UHT positions and 18 closed out — a net gain of 14 holders — while 55 added to existing stakes and 49 trimmed.

The largest buyer was BlackRock, adding an estimated $5.27M. The largest seller was Two Sigma Investments, cutting an estimated $2.46M.

  • 165 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2021, up from 154 in Q3 2021.
  • Funds reported $522M of Universal Health Realty Income Trust stock for Q4 2021, up 9% quarter-over-quarter.
  • 32 funds opened new Universal Health Realty Income Trust positions in Q4 2021 and 18 closed out, a net change of +14 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2021 was BlackRock, an estimated $5.27M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2021 was Two Sigma Investments, an estimated $2.46M sold.

Based on aggregated 13F filings for Q4 2021.