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UHT

Universal Health Realty Income Trust

166 hedge funds and large institutions have $415M invested in Universal Health Realty Income Trust in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $682K | Put options by funds: $210K

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

10% more funds holding

Funds holding: 151166 (+15)

8% more capital invested

Capital invested by funds: $384M → $415M (+$30.9M)

0.11% less ownership

Funds ownership: 64.35%64.24% (-0.11%)

4% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 52

Holders
166
Holders Change
+15
Holders Change %
+9.93%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
50
Reduced
52
Closed
13
Calls
$682K
Puts
$210K
Net Calls
+$472K
Net Calls Change
-$586K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
EverSource Wealth Advisors
Alabama
$6.35K -$4.1K -85 -39%
ASN
152
Advisory Services Network
Georgia
$4.87K +$4.92K +102 New
PFG
153
Piershale Financial Group
Illinois
$4.77K +$4.82K +100 New
S
154
SignatureFD
Georgia
$4.53K +$2.02K +42 +79%
Bessemer Group
155
Bessemer Group
New Jersey
$4K
NC
156
NewSquare Capital
Pennsylvania
$1.24K +$1.25K +26 New
PA
157
Parallel Advisors
California
$1.05K +$1.06K +22 New
C
158
Covestor
United Kingdom
$1K +$578 +12 New
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$1K +$1.45K +30 New
BAAM
160
Baker Avenue Asset Management
California
$907 +$916 +19 New
VCM
161
Versant Capital Management
Arizona
$811
NA
162
NewEdge Advisors
Louisiana
$677 +$9.4K +195 New
PFBT
163
Parkside Financial Bank & Trust
Missouri
$573 -$96 -2 -14%
SWA
164
Sutton Wealth Advisors
Florida
$430 -$18K -374 -98%
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$430
GRP
166
Global Retirement Partners
California
$286
ProShare Advisors
167
ProShare Advisors
Maryland
-$6.8M -157,462 Closed
UBS AM
168
UBS AM
Illinois
-$2.07M -47,931 Closed
AP
169
Advisors Preferred
Maryland
-$606K -13,868 Closed
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
-$303K -6,297 Closed
Handelsbanken Fonder
171
Handelsbanken Fonder
Sweden
-$240K -5,565 Closed
MOACM
172
Mutual of America Capital Management
New York
-$109K -2,525 Closed
PI
173
PEAK6 Investments
Illinois
-$102K -2,354 Closed
Mitsubishi UFJ Trust & Banking
174
Mitsubishi UFJ Trust & Banking
Japan
-$67K -1,542 Closed
Ensign Peak Advisors
175
Ensign Peak Advisors
Utah
-$60K -1,400 Closed

UHT Hedge Fund Activity: Q4 2022 in Review

166 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2022, worth a combined $415M — up 8% from $384M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UHT positions and 13 closed out — a net gain of 17 holders — while 50 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $3.96M. The largest seller was ProShare Advisors, exiting entirely with an estimated $6.8M sold.

  • 166 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2022, up from 151 in Q3 2022.
  • Funds reported $415M of Universal Health Realty Income Trust stock for Q4 2022, up 8% quarter-over-quarter.
  • 30 funds opened new Universal Health Realty Income Trust positions in Q4 2022 and 13 closed out, a net change of +17 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2022 was BlackRock, an estimated $3.96M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2022 was ProShare Advisors, an estimated $6.8M sold.

Based on aggregated 13F filings for Q4 2022.