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UHT

Universal Health Realty Income Trust

166 hedge funds and large institutions have $437M invested in Universal Health Realty Income Trust in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $890K | Put options by funds: $264K

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

5% more capital invested

Capital invested by funds: $415M → $437M (+$22.4M)

1.58% more ownership

Funds ownership: 64.24%65.82% (+1.6%)

0% more funds holding

Funds holding: 166166 (0)

5% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 56

Holders
166
Holders Change
Holders Change %
0%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
53
Reduced
56
Closed
15
Calls
$890K
Puts
$264K
Net Calls
+$626K
Net Calls Change
+$154K
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
151
TCI Wealth Advisors
Arizona
$8.47K
PA
152
PSI Advisors
Florida
$7.41K
EWA
153
EverSource Wealth Advisors
Alabama
$6.4K
NA
154
NewEdge Advisors
Louisiana
$5.82K -$3.82K -74 -38%
PFG
155
Piershale Financial Group
Illinois
$4.81K
Bessemer Group
156
Bessemer Group
New Jersey
$4K -$206 -4 -5%
MPWT
157
MassMutual Private Wealth & Trust
Connecticut
$1.44K
PA
158
Parallel Advisors
California
$1.06K
Russell Investments Group
159
Russell Investments Group
United Kingdom
$1.01K +$1.08K +21 New
C
160
Covestor
United Kingdom
$1K -$52 -1 -8%
BAAM
161
Baker Avenue Asset Management
California
$914
SIS
162
Sound Income Strategies
Florida
$818 +$878 +17 New
VCM
163
Versant Capital Management
Arizona
$807
PFBT
164
Parkside Financial Bank & Trust
Missouri
$578
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$433
GRP
166
Global Retirement Partners
California
$255
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
-$555K -11,625 Closed
Tudor Investment Corp
168
Tudor Investment Corp
Connecticut
-$394K -8,250 Closed
Squarepoint
169
Squarepoint
New York
-$336K -7,032 Closed
VI
170
Vestcor Inc
New Brunswick, Canada
-$304K -6,365 Closed
DCM
171
Dupont Capital Management
Delaware
-$249K -5,211 Closed
IWN
172
Independent Wealth Network
Iowa
-$228K -4,786 Closed
E
173
Ergoteles
New York
-$209K -4,384 Closed
Millennium Management
174
Millennium Management
New York
-$203K -4,249 Closed
IAS
175
IMA Advisory Services
Colorado
-$126K -2,650 Closed

UHT Hedge Fund Activity: Q1 2023 in Review

166 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2023, worth a combined $437M — up 5.4% from $415M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UHT positions and 15 closed out — a net gain of 2 holders — while 53 added to existing stakes and 56 trimmed.

The largest buyer was ProShare Advisors, opening a new position worth an estimated $9.61M. The largest seller was BlackRock, cutting an estimated $5.63M.

  • 166 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $437M of Universal Health Realty Income Trust stock for Q1 2023, up 5.4% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q1 2023 and 15 closed out, a net change of +2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2023 was ProShare Advisors, an estimated $9.61M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2023 was BlackRock, an estimated $5.63M sold.

Based on aggregated 13F filings for Q1 2023.