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UHT

Universal Health Realty Income Trust

182 hedge funds and large institutions have $1.13B invested in Universal Health Realty Income Trust in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 47

19% more capital invested

Capital invested by funds: $948M → $1.13B (+$181M)

13% more funds holding

Funds holding: 161182 (+21)

2.9% more ownership

Funds ownership: 67.15%70.05% (+2.9%)

21% less call options, than puts

Call options by funds: $516K | Put options by funds: $656K

Holders
182
Holders Change
+21
Holders Change %
+13.04%
% of All Funds
3.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
56
Reduced
47
Closed
9
Calls
$516K
Puts
$656K
Net Calls
-$140K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
151
Tobias Financial Advisors
Florida
$78K +$76.1K +668 New
IFA
152
Interactive Financial Advisors
Illinois
$66K
PI
153
PEAK6 Investments
Illinois
$63K -$162K -1,419 -72%
HCM
154
Highlander Capital Management
New Jersey
$59K
VCP
155
Verus Capital Partners
Arizona
$59K +$56.9K +500 New
PWP
156
Personal Wealth Partners
Minnesota
$56K
FHA
157
Flagship Harbor Advisors
Massachusetts
$54K -$22.8K -200 -30%
MWP
158
Meridian Wealth Partners
Pennsylvania
$54K +$52.6K +462 New
MOACM
159
Mutual of America Capital Management
New York
$53K -$2.16K -19 -4%
IUHSA
160
Itau Unibanco Holding S.A.
Brazil
$50K +$48.7K +428 New
Lazard Asset Management
161
Lazard Asset Management
New York
$49K +$48K +422 New
OIA
162
Optimum Investment Advisors
Illinois
$47K
SWA
163
Sutton Wealth Advisors
Florida
$43.5K
TCOV
164
Trust Company of Vermont
Vermont
$41K +$39.9K +350 New
MRCM
165
M&R Capital Management
New Jersey
$35K
SPIA
166
Steward Partners Investment Advisory
New York
$35K +$34.2K +300 New
SF
167
Synovus Financial
Georgia
$18K
US Bancorp
168
US Bancorp
Minnesota
$18K +$14.9K +131 +524%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$16K
JIR
170
James Investment Research
Ohio
$14K
VanEck Associates
171
VanEck Associates
New York
$9K +$8.54K +75 New
ST
172
Smithfield Trust
Pennsylvania
$8K
EW
173
Evoke Wealth
California
$7.75K
PA
174
Procyon Advisors
Connecticut
$7K +$7.06K +62 New
PCG
175
Private Capital Group
Connecticut
$2K

UHT Hedge Fund Activity: Q4 2019 in Review

182 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2019, worth a combined $1.13B — up 19% from $948M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UHT positions and 9 closed out — a net gain of 23 holders — while 56 added to existing stakes and 47 trimmed.

The largest buyer was Invesco, adding an estimated $18.1M. The largest seller was State Street, cutting an estimated $6.87M.

  • 182 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2019, up from 161 in Q3 2019.
  • Funds reported $1.13B of Universal Health Realty Income Trust stock for Q4 2019, up 19% quarter-over-quarter.
  • 32 funds opened new Universal Health Realty Income Trust positions in Q4 2019 and 9 closed out, a net change of +23 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2019 was Invesco, an estimated $18.1M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2019 was State Street, an estimated $6.87M sold.

Based on aggregated 13F filings for Q4 2019.