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UHT

Universal Health Realty Income Trust

157 hedge funds and large institutions have $307M invested in Universal Health Realty Income Trust in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 53 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

3% more funds holding

Funds holding: 152157 (+5)

5.17% less ownership

Funds ownership: 65.63%60.45% (-5.2%)

21% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 53

22% less capital invested

Capital invested by funds: $392M → $307M (-$85.5M)

38% less call options, than puts

Call options by funds: $25K | Put options by funds: $40K

Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
42
Reduced
53
Closed
27
Calls
$25K
Puts
$40K
Net Calls
-$15K
Net Calls Change
-$564K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
126
Highlander Capital Management
New Jersey
$18.4K
RA
127
Rise Advisors
New York
$18.2K +$19.7K +497 New
TRCT
128
Tower Research Capital (TRC)
New York
$16.4K -$188K -4,731 -91%
GWM
129
Geneos Wealth Management
Colorado
$16K
NFSG
130
Newbridge Financial Services Group
Florida
$14K
LFA
131
LGT Financial Advisors
Texas
$13.6K +$12.3K +310 +517%
AF
132
Allworth Financial
California
$11.9K
S
133
SignatureFD
Georgia
$11.1K +$6.39K +161 +113%
SSB
134
Sandy Spring Bank
Maryland
$8.88K
Simplex Trading
135
Simplex Trading
Illinois
$8K +$8.65K +218 New
GC
136
Gould Capital
Washington
$7.34K
PA
137
PSI Advisors
Florida
$5.65K
QL
138
Quarry LP
New York
$5.65K +$6.11K +154 New
US Bancorp
139
US Bancorp
Minnesota
$4.96K -$4.92K -124 -48%
NA
140
NewEdge Advisors
Louisiana
$4.44K
Amundi
141
Amundi
France
$4.41K -$309K -7,786 -98%
GI
142
GAMMA Investing
California
$3.63K +$3.61K +91 +1,138%
GWP
143
Gen-Wealth Partners
Michigan
$2.94K +$3.17K +80 New
LC
144
Lindbrook Capital
California
$2.72K +$278 +7 +10%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$2.68K +$159 +4 +6%
MPWT
146
MassMutual Private Wealth & Trust
Connecticut
$1.1K -$1.98K -50 -63%
Russell Investments Group
147
Russell Investments Group
United Kingdom
$844 +$912 +23 New
PWMG
148
Private Wealth Management Group
New Jersey
$661 -$1.39K -35 -66%
SIS
149
Sound Income Strategies
Florida
$624
Barrow, Hanley, Mewhinney & Strauss
150
Barrow, Hanley, Mewhinney & Strauss
Texas
$551 +$595 +15 New

UHT Hedge Fund Activity: Q1 2024 in Review

157 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2024, worth a combined $307M — down 22% from $392M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UHT positions and 27 closed out — a net gain of 6 holders — while 42 added to existing stakes and 53 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.32M. The largest seller was BlackRock, cutting an estimated $11M.

  • 157 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2024, up from 152 in Q4 2023.
  • Funds reported $307M of Universal Health Realty Income Trust stock for Q1 2024, down 22% quarter-over-quarter.
  • 33 funds opened new Universal Health Realty Income Trust positions in Q1 2024 and 27 closed out, a net change of +6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2024 was Millennium Management, an estimated $1.32M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2024 was BlackRock, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2024.