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UHT

Universal Health Realty Income Trust

166 hedge funds and large institutions have $437M invested in Universal Health Realty Income Trust in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $890K | Put options by funds: $264K

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

5% more capital invested

Capital invested by funds: $415M → $437M (+$22.4M)

1.58% more ownership

Funds ownership: 64.24%65.82% (+1.6%)

0% more funds holding

Funds holding: 166166 (0)

5% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 56

Holders
166
Holders Change
Holders Change %
0%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
53
Reduced
56
Closed
15
Calls
$890K
Puts
$264K
Net Calls
+$626K
Net Calls Change
+$154K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$76K -$236K -4,581 -75%
VanEck Associates
127
VanEck Associates
New York
$67K +$3.72K +72 +5%
DZ Bank
128
DZ Bank
Germany
$62.5K
AIP
129
Ameritas Investment Partners
Nebraska
$53.5K
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$52.3K -$7.12K -138 -11%
Allspring Global Investments
131
Allspring Global Investments
North Carolina
$43.6K -$32.6K -631 -41%
TCOV
132
Trust Company of Vermont
Vermont
$41.9K
QCG
133
Quadrant Capital Group
Ohio
$38.6K -$1.7K -33 -4%
GEA
134
Glen Eagle Advisors
New Jersey
$30.9K
Lazard Asset Management
135
Lazard Asset Management
New York
$29K +$31.5K +610 New
SOW
136
State of Wyoming
Wyoming
$27.8K +$29.8K +577 New
MWM
137
Mascoma Wealth Management
New Hampshire
$26.9K
HI
138
Harbour Investments
Wisconsin
$26.5K
GWM
139
Geneos Wealth Management
Colorado
$25.8K -$64.7K -1,253 -70%
S
140
SignatureFD
Georgia
$22.9K +$19.7K +382 +402%
NFSG
141
Newbridge Financial Services Group
Florida
$18.4K
US Bancorp
142
US Bancorp
Minnesota
$17.1K -$361 -7 -2%
AF
143
Allworth Financial
California
$15.6K
AAS
144
Ameritas Advisory Services
Nebraska
$15.2K +$16.4K +317 New
SSB
145
Sandy Spring Bank
Maryland
$11.6K
ASN
146
Advisory Services Network
Georgia
$11.6K +$7.23K +140 +137%
LC
147
Lindbrook Capital
California
$11.4K -$516 -10 -4%
GC
148
Gould Capital
Washington
$9.62K
LWANC
149
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.62K +$10.3K +200 New
KM
150
Kalos Management
Georgia
$9.14K +$9.81K +190 New

UHT Hedge Fund Activity: Q1 2023 in Review

166 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2023, worth a combined $437M — up 5.4% from $415M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UHT positions and 15 closed out — a net gain of 2 holders — while 53 added to existing stakes and 56 trimmed.

The largest buyer was ProShare Advisors, opening a new position worth an estimated $9.61M. The largest seller was BlackRock, cutting an estimated $5.63M.

  • 166 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $437M of Universal Health Realty Income Trust stock for Q1 2023, up 5.4% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q1 2023 and 15 closed out, a net change of +2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2023 was ProShare Advisors, an estimated $9.61M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2023 was BlackRock, an estimated $5.63M sold.

Based on aggregated 13F filings for Q1 2023.