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UHT

Universal Health Realty Income Trust

166 hedge funds and large institutions have $415M invested in Universal Health Realty Income Trust in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $682K | Put options by funds: $210K

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

10% more funds holding

Funds holding: 151166 (+15)

8% more capital invested

Capital invested by funds: $384M → $415M (+$30.9M)

0.11% less ownership

Funds ownership: 64.35%64.24% (-0.11%)

4% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 52

Holders
166
Holders Change
+15
Holders Change %
+9.93%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
50
Reduced
52
Closed
13
Calls
$682K
Puts
$210K
Net Calls
+$472K
Net Calls Change
-$586K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$85.4K +$145 +3 +0.2%
Allspring Global Investments
127
Allspring Global Investments
North Carolina
$73.4K -$1.49K -31 -2%
VanEck Associates
128
VanEck Associates
New York
$63K +$28.4K +590 +80%
DZ Bank
129
DZ Bank
Germany
$62K
AIP
130
Ameritas Investment Partners
Nebraska
$59.1K
MLICM
131
Metropolitan Life Insurance Company (MetLife)
New York
$58.5K -$96 -2 -0.2%
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$57K
TCOV
133
Trust Company of Vermont
Vermont
$41.5K
QCG
134
Quadrant Capital Group
Ohio
$39.9K +$145 +3 +0.4%
GEA
135
Glen Eagle Advisors
New Jersey
$30.6K -$578 -12 -2%
CBT
136
CoreFirst Bank & Trust
Kansas
$30.5K
MWM
137
Mascoma Wealth Management
New Hampshire
$29.5K
IFA
138
Interactive Financial Advisors
Illinois
$26.7K
HI
139
Harbour Investments
Wisconsin
$26.3K +$9.64K +200 +57%
NFSG
140
Newbridge Financial Services Group
Florida
$18.2K
US Bancorp
141
US Bancorp
Minnesota
$17.3K -$44.3K -919 -72%
MRCM
142
M&R Capital Management
New Jersey
$15.8K +$1.49K +31 +10%
AF
143
Allworth Financial
California
$15.5K -$145 -3 -0.9%
LC
144
Lindbrook Capital
California
$11.8K +$6.41K +133 +116%
SSB
145
Sandy Spring Bank
Maryland
$11.6K
BTI
146
Blue Trust Inc
Georgia
$10K +$11.6K +240 New
GC
147
Gould Capital
Washington
$9.55K
Dimensional Fund Advisors
148
Dimensional Fund Advisors
Texas
$8.72K -$157K -3,260 -2%
TWA
149
TCI Wealth Advisors
Arizona
$8.4K +$4.1K +85 +93%
PA
150
PSI Advisors
Florida
$7.35K

UHT Hedge Fund Activity: Q4 2022 in Review

166 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2022, worth a combined $415M — up 8% from $384M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UHT positions and 13 closed out — a net gain of 17 holders — while 50 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $3.96M. The largest seller was ProShare Advisors, exiting entirely with an estimated $6.8M sold.

  • 166 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2022, up from 151 in Q3 2022.
  • Funds reported $415M of Universal Health Realty Income Trust stock for Q4 2022, up 8% quarter-over-quarter.
  • 30 funds opened new Universal Health Realty Income Trust positions in Q4 2022 and 13 closed out, a net change of +17 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2022 was BlackRock, an estimated $3.96M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2022 was ProShare Advisors, an estimated $6.8M sold.

Based on aggregated 13F filings for Q4 2022.