Universal Health Realty Income Trust
UHT
142 hedge funds and large institutions have $531M invested in Universal Health Realty Income Trust in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 14 closing their positions.
26% more call options, than puts
Call options by funds: $215K | Put options by funds: $171K
26% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 39
1.29% less ownership
Funds ownership: 64.56% → 63.27% (-1.3%)
4% less funds holding
Funds holding: 148 → 142 (-6)
19% less capital invested
Capital invested by funds: $656M → $531M (-$125M)
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BS
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
+$4.88M |
| 2 |
RhumbLine Advisers
Boston,
Massachusetts
|
+$1.61M |
| 3 |
BlackRock
New York
|
+$1.13M |
| 4 |
ProShare Advisors
Bethesda,
Maryland
|
+$974K |
| 5 |
Renaissance Technologies
New York
|
+$888K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$10.5M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.11M |
| 3 |
Bank of New York Mellon
New York
|
-$1.29M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.13M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ZCM
151
Zebra Capital Management
Stamford,
Connecticut
| – | -$206K | -2,765 | Closed |
|
|
OWA
152
One Wealth Advisors
San Francisco,
California
| – | -$54K | -725 | Closed |
|
|
ML
153
McAdam LLC
Philadelphia,
Pennsylvania
| – | -$43K | -600 | Closed |
|
|
APP
154
Avantax Planning Partners
Dubuque,
Iowa
| – | -$27K | -360 | Closed |
|
155
Fidelity Investments
Boston,
Massachusetts
| – | -$1K | -12 | Closed |
|
UHT Hedge Fund Activity: Q4 2018 in Review
142 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2018, worth a combined $531M — down 19% from $656M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of UHT and 9 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 49 added.
The largest buyer was Boenning & Scattergood, adding an estimated $4.88M. The largest seller was Invesco, cutting an estimated $10.5M.
- 142 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2018, down from 148 in Q3 2018.
- Funds reported $531M of Universal Health Realty Income Trust stock for Q4 2018, down 19% quarter-over-quarter.
- 9 funds opened new Universal Health Realty Income Trust positions in Q4 2018 and 14 closed out, a net change of -5 holders.
- The largest Universal Health Realty Income Trust buyer in Q4 2018 was Boenning & Scattergood, an estimated $4.88M added.
- The largest Universal Health Realty Income Trust seller in Q4 2018 was Invesco, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2018.