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UHT

Universal Health Realty Income Trust

160 hedge funds and large institutions have $516M invested in Universal Health Realty Income Trust in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.52% more ownership

Funds ownership: 63.72%64.24% (+0.52%)

1% less capital invested

Capital invested by funds: $522M → $516M (-$5.89M)

3% less funds holding

Funds holding: 165160 (-5)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

35% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 65

38% less call options, than puts

Call options by funds: $706K | Put options by funds: $1.14M

Holders
160
Holders Change
-5
Holders Change %
-3.03%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
42
Reduced
65
Closed
16
Calls
$706K
Puts
$1.14M
Net Calls
-$432K
Net Calls Change
+$447K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
126
Ameritas Investment Partners
Nebraska
$65K
GEA
127
Glen Eagle Advisors
New Jersey
$37.9K
CBT
128
CoreFirst Bank & Trust
Kansas
$37K
MWM
129
Mascoma Wealth Management
New Hampshire
$36K
Lazard Asset Management
130
Lazard Asset Management
New York
$34K
IFA
131
Interactive Financial Advisors
Illinois
$33K +$32.5K +560 New
HPC
132
HM Payson & Co
Maine
$24K
SWA
133
Sutton Wealth Advisors
Florida
$21.8K
ETC
134
Exchange Traded Concepts
Oklahoma
$20K
DC
135
DeDora Capital
California
$20K +$19.4K +335 New
AF
136
Allworth Financial
California
$19K +$18.8K +324 New
MRCM
137
M&R Capital Management
New Jersey
$17K
SSB
138
Sandy Spring Bank
Maryland
$14K
Mitsubishi UFJ Trust & Banking
139
Mitsubishi UFJ Trust & Banking
Japan
$13K -$3.3K -57 -20%
GC
140
Gould Capital
Washington
$12K
QCG
141
Quadrant Capital Group
Ohio
$11K +$9.51K +164 +656%
QT
142
Quantbot Technologies
New York
$11K +$11.6K +200 New
EWA
143
EverSource Wealth Advisors
Alabama
$10K
FPS
144
Fieldpoint Private Securities
Connecticut
$9K -$23.3K -402 -72%
PA
145
PSI Advisors
Florida
$9K -$20.5K -353 -70%
HNB
146
Huntington National Bank
Ohio
$9K +$8.7K +150 New
US Bancorp
147
US Bancorp
Minnesota
$7K -$2.9K -50 -30%
LC
148
Lindbrook Capital
California
$7K +$5.33K +92 +438%
ST
149
Smithfield Trust
Pennsylvania
$6K
TFO
150
Tarbox Family Office
California
$3K -$638 -11 -19%

UHT Hedge Fund Activity: Q1 2022 in Review

160 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2022, worth a combined $516M — down 1.1% from $522M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of UHT and 13 opened new positions — a net loss of 3 holders — while 65 trimmed existing stakes and 42 added.

The largest buyer was Invesco, adding an estimated $8.11M. The largest seller was BlackRock, cutting an estimated $2.78M.

  • 160 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2022, down from 165 in Q4 2021.
  • Funds reported $516M of Universal Health Realty Income Trust stock for Q1 2022, down 1.1% quarter-over-quarter.
  • 13 funds opened new Universal Health Realty Income Trust positions in Q1 2022 and 16 closed out, a net change of -3 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2022 was Invesco, an estimated $8.11M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2022 was BlackRock, an estimated $2.78M sold.

Based on aggregated 13F filings for Q1 2022.