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UHT

Universal Health Realty Income Trust

151 hedge funds and large institutions have $384M invested in Universal Health Realty Income Trust in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

395% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $268K

1.33% less ownership

Funds ownership: 65.68%64.35% (-1.3%)

2% less funds holding

Funds holding: 154151 (-3)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

15% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 54

20% less capital invested

Capital invested by funds: $482M → $384M (-$98.2M)

Holders
151
Holders Change
-3
Holders Change %
-1.95%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
46
Reduced
54
Closed
20
Calls
$1.33M
Puts
$268K
Net Calls
+$1.06M
Net Calls Change
+$174K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
126
Quadrant Capital Group
Ohio
$36K +$33K +646 +345%
VanEck Associates
127
VanEck Associates
New York
$32K -$21.6K -423 -36%
GEA
128
Glen Eagle Advisors
New Jersey
$28.3K -$1.33K -26 -4%
CBT
129
CoreFirst Bank & Trust
Kansas
$28K
MWM
130
Mascoma Wealth Management
New Hampshire
$27K
IFA
131
Interactive Financial Advisors
Illinois
$24K
HI
132
Harbour Investments
Wisconsin
$19K
NFSG
133
Newbridge Financial Services Group
Florida
$17K
SWA
134
Sutton Wealth Advisors
Florida
$16.5K +$613 +12 +3%
AF
135
Allworth Financial
California
$14K -$51 -1 -0.3%
MRCM
136
M&R Capital Management
New Jersey
$12K
SSB
137
Sandy Spring Bank
Maryland
$10K
MAM
138
Meeder Asset Management
Ohio
$10K +$4.03K +79 +54%
GC
139
Gould Capital
Washington
$9K
EWA
140
EverSource Wealth Advisors
Alabama
$9K +$11.1K +218 New
PA
141
PSI Advisors
Florida
$7K
WFA
142
Wipfli Financial Advisors
Wisconsin
$6K +$6.84K +134 New
ST
143
Smithfield Trust
Pennsylvania
$5K
LC
144
Lindbrook Capital
California
$5K +$3.93K +77 +203%
TWA
145
TCI Wealth Advisors
Arizona
$4K +$4.65K +91 New
Bessemer Group
146
Bessemer Group
New Jersey
$3K +$4.08K +80 New
S
147
SignatureFD
Georgia
$2K +$51 +1 +2%
VCM
148
Versant Capital Management
Arizona
$1K -$970 -19 -53%
PFBT
149
Parkside Financial Bank & Trust
Missouri
$1K +$613 +12 +600%
State of New Jersey Common Pension Fund D
150
State of New Jersey Common Pension Fund D
New Jersey
-$2.35M -44,120 Closed

UHT Hedge Fund Activity: Q3 2022 in Review

151 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2022, worth a combined $384M — down 20% from $482M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of UHT and 18 opened new positions — a net loss of 2 holders — while 54 trimmed existing stakes and 46 added.

The largest buyer was Exchange Traded Concepts, adding an estimated $1.29M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $2.35M sold.

  • 151 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2022, down from 154 in Q2 2022.
  • Funds reported $384M of Universal Health Realty Income Trust stock for Q3 2022, down 20% quarter-over-quarter.
  • 18 funds opened new Universal Health Realty Income Trust positions in Q3 2022 and 20 closed out, a net change of -2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2022 was Exchange Traded Concepts, an estimated $1.29M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2022 was State of New Jersey Common Pension Fund D, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2022.