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UHT

Universal Health Realty Income Trust
UHT

160 hedge funds and large institutions have $516M invested in Universal Health Realty Income Trust in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.52% more ownership

Funds ownership: 63.72% → 64.24% (+0.52%)

1% less capital invested

Capital invested by funds: $522M → $516M (-$5.89M)

3% less funds holding

Funds holding: 165 → 160 (-5)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

35% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 65

38% less call options, than puts

Call options by funds: $706K | Put options by funds: $1.14M

Holders
160
Holders Change
-5
Holders Change %
-3.03%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
42
Reduced
65
Closed
16
Calls
$706K
Puts
$1.14M
Net Calls
-$432K
Net Calls Change
+$447K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$8.11M
2
State Street
State Street
Massachusetts
+$4.86M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.32M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$1.58M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$2.78M
2
N
Nuveen
North Carolina
-$2.38M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.64M
4
Millennium Management
Millennium Management
New York
-$1.05M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$3K – – –
TWA
152
TCI Wealth Advisors
Arizona
$3K +$2.96K +51 New
EW
153
Evoke Wealth
California
$2K -$1.45K -25 -38%
PFBT
154
Parkside Financial Bank & Trust
Missouri
$2K -$1.39K -24 -42%
PA
155
Parallel Advisors
California
$1K +$580 +10 New
S
156
SignatureFD
Georgia
$1K +$580 +10 +111%
VCM
157
Versant Capital Management
Arizona
$1K +$985 +17 New
Macquarie Group
158
Macquarie Group
Australia
$713 -$29.9K -515 -4%
Balyasny Asset Management
159
Balyasny Asset Management
Illinois
– -$1.64M -27,592 Closed
Millennium Management
160
Millennium Management
New York
– -$1.05M -17,620 Closed
D.E. Shaw & Co
161
D.E. Shaw & Co
New York
– -$424K -7,138 Closed
Canada Pension Plan Investment Board
162
Canada Pension Plan Investment Board
Ontario, Canada
– -$357K -6,000 Closed
GCP
163
GSA Capital Partners
United Kingdom
– -$333K -5,602 Closed
MA
164
MKT Advisors
California
– -$205K -3,635 Closed
SF
165
Synovus Financial
Georgia
– -$885K -3,600 Closed
ECM
166
Everence Capital Management
Indiana
– -$202K -3,390 Closed
CI
167
Clal Insurance
Israel
– -$147K -2,472 Closed
EVM
168
Eaton Vance Management
Massachusetts
– -$118K -1,980 Closed
TCOV
169
Trust Company of Vermont
Vermont
– -$52K -870 Closed
Koshinski Asset Management
170
Koshinski Asset Management
Illinois
– -$47.6K -800 Closed
CT
171
Cambridge Trust
Massachusetts
– -$8K -130 Closed
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
– -$6K -100 Closed
STCOSD
173
Sageworth Trust Company of South Dakota
South Dakota
– -$2.38K -41 -87%
ST
174
Sageworth Trust
Pennsylvania
– -$1K -16 Closed
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
– -$1K -10 Closed
3 4 5 6
7

UHT Hedge Fund Activity: Q1 2022 in Review

160 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2022, worth a combined $516M — down 1.1% from $522M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of UHT and 13 opened new positions — a net loss of 3 holders — while 65 trimmed existing stakes and 42 added.

The largest buyer was Invesco, adding an estimated $8.11M. The largest seller was BlackRock, cutting an estimated $2.78M.

  • 160 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2022, down from 165 in Q4 2021.
  • Funds reported $516M of Universal Health Realty Income Trust stock for Q1 2022, down 1.1% quarter-over-quarter.
  • 13 funds opened new Universal Health Realty Income Trust positions in Q1 2022 and 16 closed out, a net change of -3 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2022 was Invesco, an estimated $8.11M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2022 was BlackRock, an estimated $2.78M sold.

Based on aggregated 13F filings for Q1 2022.