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UHT

Universal Health Realty Income Trust

172 hedge funds and large institutions have $766M invested in Universal Health Realty Income Trust in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0% more funds holding

Funds holding: 172172 (0)

9.05% less ownership

Funds ownership: 78.07%69.02% (-9.1%)

16% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 61

21% less capital invested

Capital invested by funds: $974M → $766M (-$208M)

33% less call options, than puts

Call options by funds: $343K | Put options by funds: $509K

Holders
172
Holders Change
Holders Change %
0%
% of All Funds
3.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
51
Reduced
61
Closed
19
Calls
$343K
Puts
$509K
Net Calls
-$166K
Net Calls Change
+$280K
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
151
VanEck Associates
New York
$25K -$103M -1,090,613 -100%
Lazard Asset Management
152
Lazard Asset Management
New York
$24K +$5.93K +63 +25%
MRCM
153
M&R Capital Management
New Jersey
$23K
PAG
154
Private Advisor Group
New Jersey
$19K +$22.8K +242 New
SF
155
Synovus Financial
Georgia
$12K
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$10K +$11.8K +125 New
AF
157
Allworth Financial
California
$6K
EW
158
Evoke Wealth
California
$5K
ST
159
Smithfield Trust
Pennsylvania
$5K
TF
160
Tompkins Financial
New York
$5K +$5.55K +59 New
PWP
161
Principle Wealth Partners
Connecticut
$4K +$4.33K +46 New
PA
162
Procyon Advisors
Connecticut
$3K
QCG
163
Quadrant Capital Group
Ohio
$2K
US Bancorp
164
US Bancorp
Minnesota
$2K
AssetMark Inc
165
AssetMark Inc
California
$2K +$1.22K +13 +87%
PFBT
166
Parkside Financial Bank & Trust
Missouri
$1K
TWA
167
TCI Wealth Advisors
Arizona
$1K
EI
168
Ellevest Inc
New York
$1K +$282 +3 +50%
Cohen & Steers
169
Cohen & Steers
New York
-$625K -6,202 Closed
6M
170
6 Meridian
Kansas
-$509K -5,050 Closed
MERSOM
171
Municipal Employees' Retirement System of Michigan
Michigan
-$395K -3,920 Closed
FAAS
172
First Allied Advisory Services
California
-$266K -2,637 Closed
DCM
173
Dupont Capital Management
Delaware
-$252K -2,495 Closed
HSBC Holdings
174
HSBC Holdings
United Kingdom
-$247K -2,462 Closed
Truist Financial
175
Truist Financial
North Carolina
-$244K -2,421 Closed

UHT Hedge Fund Activity: Q2 2020 in Review

172 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2020, worth a combined $766M — down 21% from $974M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UHT positions and 19 closed out — a net gain of 2 holders — while 51 added to existing stakes and 61 trimmed.

The largest buyer was Squarepoint, opening a new position worth an estimated $8.55M. The largest seller was VanEck Associates, cutting an estimated $103M.

  • 172 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $766M of Universal Health Realty Income Trust stock for Q2 2020, down 21% quarter-over-quarter.
  • 21 funds opened new Universal Health Realty Income Trust positions in Q2 2020 and 19 closed out, a net change of +2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2020 was Squarepoint, an estimated $8.55M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2020 was VanEck Associates, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2020.