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UHT

Universal Health Realty Income Trust

160 hedge funds and large institutions have $557M invested in Universal Health Realty Income Trust in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

5% more funds holding

Funds holding: 153160 (+7)

1.39% less ownership

Funds ownership: 67.18%65.79% (-1.4%)

11% less capital invested

Capital invested by funds: $626M → $557M (-$69.1M)

19% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 54

97% less call options, than puts

Call options by funds: $18K | Put options by funds: $677K

Holders
160
Holders Change
+7
Holders Change %
+4.58%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
44
Reduced
54
Closed
16
Calls
$18K
Puts
$677K
Net Calls
-$659K
Net Calls Change
-$401K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
151
Versant Capital Management
Arizona
$4K +$609 +9 +15%
ST
152
Sageworth Trust
Pennsylvania
$4K +$4.74K +70 New
PFBT
153
Parkside Financial Bank & Trust
Missouri
$3K +$135 +2 +4%
AWA
154
Arkadios Wealth Advisors
Georgia
$2K
QCG
155
Quadrant Capital Group
Ohio
$1K
LC
156
Lindbrook Capital
California
$1K +$135 +2 +20%
AIG
157
American International Group
New York
$513 -$14.5K -214 -3%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$408 -$22.5K -333 -5%
KBC Group
159
KBC Group
Belgium
-$1.06M -15,570 Closed
KFA
160
Krane Funds Advisors
New York
-$884K -13,046 Closed
Truist Financial
161
Truist Financial
North Carolina
-$334K -4,928 Closed
Squarepoint
162
Squarepoint
New York
-$317K -4,672 Closed
ACI
163
AMP Capital Investors
Australia
-$219K -3,229 Closed
MIH
164
Meitav Investment House
Israel
-$208 -3,066 Closed
MWM
165
Mascoma Wealth Management
New Hampshire
-$42K -619 Closed
HCM
166
Highlander Capital Management
New Jersey
-$34K -500 Closed
MWP
167
Meridian Wealth Partners
Pennsylvania
-$31K -462 Closed
AIC
168
Ameritas Investment Company
Nebraska
-$19.3K -285 Closed
SWP
169
ShoreHaven Wealth Partners
New Jersey
-$10K -150 Closed
GI
170
Gradient Investments
Minnesota
-$7K -100 Closed
Bessemer Group
171
Bessemer Group
New Jersey
-$5K -68 Closed
AssetMark Inc
172
AssetMark Inc
California
-$4K -55 Closed
EI
173
Ellevest Inc
New York
-$3K -48 Closed
S
174
SignatureFD
Georgia
-$1.62K -24 -75%
US Bancorp
175
US Bancorp
Minnesota
-$1K -20 Closed

UHT Hedge Fund Activity: Q2 2021 in Review

160 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2021, worth a combined $557M — down 11% from $626M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UHT positions and 16 closed out — a net gain of 8 holders — while 44 added to existing stakes and 54 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.55M. The largest seller was ProShare Advisors, cutting an estimated $11.6M.

  • 160 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2021, up from 153 in Q1 2021.
  • Funds reported $557M of Universal Health Realty Income Trust stock for Q2 2021, down 11% quarter-over-quarter.
  • 24 funds opened new Universal Health Realty Income Trust positions in Q2 2021 and 16 closed out, a net change of +8 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2021 was Vanguard Group, an estimated $3.55M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2021 was ProShare Advisors, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2021.