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UHT

Universal Health Realty Income Trust
UHT

173 hedge funds and large institutions have $405M invested in Universal Health Realty Income Trust in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 48

18% more capital invested

Capital invested by funds: $342M → $405M (+$62.7M)

9% more funds holding

Funds holding: 158 → 173 (+15)

0.73% more ownership

Funds ownership: 63.19% → 63.92% (+0.73%)

Holders
173
Holders Change
+15
Holders Change %
+9.49%
% of All Funds
2.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
64
Reduced
48
Closed
6
Calls
$397K
Puts
–
Net Calls
+$397K
Net Calls Change
+$198K

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.84M
2
PAM
Panagora Asset Management
Massachusetts
+$1.45M
3
DCM
Dean Capital Management
Kansas
+$1.43M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.39M
5
DIA
Dean Investment Associates
Ohio
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$11.8M
2
Invesco
Invesco
Georgia
-$893K
3
DM
Deerfield Management
New York
-$541K
4
ProShare Advisors
ProShare Advisors
Maryland
-$448K
5
CS
Cannell & Spears
New York
-$430K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
151
Parallel Advisors
California
$7.78K – – –
PA
152
PSI Advisors
Florida
$7.04K – – –
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$6.82K – – –
NA
154
NewEdge Advisors
Louisiana
$5.54K – – –
Bessemer Group
155
Bessemer Group
New Jersey
$5K +$1.29K +30 +36%
AAP
156
Arax Advisory Partners
Colorado
$4.8K -$2.58K -60 -36%
GWP
157
Gen-Wealth Partners
Michigan
$3.21K – – –
HCA
158
Harbor Capital Advisors
Illinois
$3K +$3.05K +71 New
PWMG
159
Private Wealth Management Group
New Jersey
$2.29K – – –
VCM
160
Versant Capital Management
Arizona
$1.88K +$1.76K +41 New
CPA
161
Capital Performance Advisors
California
$1.56K +$1.46K +34 New
EWA
162
EverSource Wealth Advisors
Alabama
$1.33K – – –
HWM
163
Hemington Wealth Management
Virginia
$1K +$1.46K +34 New
SCM
164
Sterling Capital Management
North Carolina
$824 +$774 +18 New
BTI
165
Blue Trust Inc
Georgia
$783 +$860 +20 New
SIS
166
Sound Income Strategies
Florida
$778 – – –
FMII
167
Farmers & Merchants Investments Inc
Nebraska
$412 – – –
HNB
168
Huntington National Bank
Ohio
$320 – – –
UB
169
UMB Bank
Missouri
$320 – – –
AWM
170
Abound Wealth Management
Tennessee
$229 -$215 -5 -50%
MFG
171
Mendota Financial Group
Wisconsin
$92 +$86 +2 New
DF
172
Dunhill Financial
United Kingdom
$40 +$43 +1 New
DM
173
Deerfield Management
New York
– -$541K -13,813 Closed
YIH
174
Y-Intercept (HK)
Hong Kong
– -$275K -7,024 Closed
Allianz Asset Management
175
Allianz Asset Management
Germany
– -$219K -5,600 Closed
4 5 6
7
8

UHT Hedge Fund Activity: Q3 2024 in Review

173 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2024, worth a combined $405M — up 18% from $342M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UHT positions and 6 closed out — a net gain of 16 holders — while 64 added to existing stakes and 48 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $1.84M. The largest seller was Vanguard Group, cutting an estimated $11.8M.

  • 173 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2024, up from 158 in Q2 2024.
  • Funds reported $405M of Universal Health Realty Income Trust stock for Q3 2024, up 18% quarter-over-quarter.
  • 22 funds opened new Universal Health Realty Income Trust positions in Q3 2024 and 6 closed out, a net change of +16 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2024 was Arrowstreet Capital, an estimated $1.84M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2024 was Vanguard Group, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2024.