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UHT

Universal Health Realty Income Trust

156 hedge funds and large institutions have $428M invested in Universal Health Realty Income Trust in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $780K | Put options by funds: $256K

0.58% less ownership

Funds ownership: 65.82%65.25% (-0.58%)

2% less capital invested

Capital invested by funds: $437M → $428M (-$8.82M)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

6% less funds holding

Funds holding: 166156 (-10)

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
156
Holders Change
-10
Holders Change %
-6.02%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
54
Reduced
57
Closed
19
Calls
$780K
Puts
$256K
Net Calls
+$524K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
126
Trust Company of Vermont
Vermont
$41.4K
GEA
127
Glen Eagle Advisors
New Jersey
$31.8K +$1.2K +26 +4%
QCG
128
Quadrant Capital Group
Ohio
$31.1K -$6.89K -150 -19%
Lazard Asset Management
129
Lazard Asset Management
New York
$29K
SOW
130
State of Wyoming
Wyoming
$28.4K +$873 +19 +3%
HI
131
Harbour Investments
Wisconsin
$26.2K
US Bancorp
132
US Bancorp
Minnesota
$22.5K +$5.33K +116 +33%
NFSG
133
Newbridge Financial Services Group
Florida
$18.2K
PIAS
134
PCA Investment Advisory Services
Ohio
$17.5K +$16.9K +367 New
AF
135
Allworth Financial
California
$15.4K
SSB
136
Sandy Spring Bank
Maryland
$11.5K
GC
137
Gould Capital
Washington
$9.52K
S
138
SignatureFD
Georgia
$9.28K -$13K -282 -59%
LC
139
Lindbrook Capital
California
$8.71K -$2.53K -55 -23%
PA
140
PSI Advisors
Florida
$7.33K
NA
141
NewEdge Advisors
Louisiana
$5.76K
PFG
142
Piershale Financial Group
Illinois
$4.76K
EWA
143
EverSource Wealth Advisors
Alabama
$4.71K -$1.56K -34 -26%
Bessemer Group
144
Bessemer Group
New Jersey
$4K
MPWT
145
MassMutual Private Wealth & Trust
Connecticut
$1.43K
PA
146
Parallel Advisors
California
$1.05K
SIS
147
Sound Income Strategies
Florida
$809
VCM
148
Versant Capital Management
Arizona
$809
BAAM
149
Baker Avenue Asset Management
California
$476 -$414 -9 -47%
AWM
150
Abound Wealth Management
Tennessee
$476 +$459 +10 New

UHT Hedge Fund Activity: Q2 2023 in Review

156 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2023, worth a combined $428M — down 2% from $437M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of UHT and 9 opened new positions — a net loss of 10 holders — while 57 trimmed existing stakes and 54 added.

The largest buyer was BlackRock, adding an estimated $3.41M. The largest seller was Invesco, cutting an estimated $1.82M.

  • 156 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2023, down from 166 in Q1 2023.
  • Funds reported $428M of Universal Health Realty Income Trust stock for Q2 2023, down 2% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q2 2023 and 19 closed out, a net change of -10 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2023 was BlackRock, an estimated $3.41M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2023 was Invesco, an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2023.