UHT

Universal Health Realty Income Trust
UHT

Overview Fund Activity

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 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+14
Holders Change %
+8.81%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
64
Reduced
48
Closed
7
Calls
$397K
Puts
–
Net Calls
+$397K
Net Calls Change
+$198K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$2.44M
2
PAM
Panagora Asset Management
Massachusetts
$2M
3
DCM
Dean Capital Management
Kansas
$2.62M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.74M
5
DIA
Dean Investment Associates
Ohio
$4.25M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$75.4M
2
Invesco
Invesco
Georgia
$4.13M
3
TPSF
Texas Permanent School Fund
Texas
$0
4
DM
Deerfield Management
New York
$0
5
ProShare Advisors
ProShare Advisors
Maryland
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
Parallel Advisors
California
$7.78K – – –
PA
152
PSI Advisors
Florida
$7.05K – – –
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 +$1.33K +30 +36%
AAP
156
Arax Advisory Partners
Colorado
$4.8K -$2.75K -60 -36%
GWP
157
Gen-Wealth Partners
Michigan
$3.21K – – –
HCA
158
Harbor Capital Advisors
Illinois
$3K +$3K +71 New
PWMG
159
Private Wealth Management Group
New Jersey
$2.29K – – –
VCM
160
Versant Capital Management
Arizona
$1.88K +$1.88K +41 New
CPA
161
Capital Performance Advisors
California
$1.56K +$1.56K +34 New
EWA
162
EverSource Wealth Advisors
Alabama
$1.33K – – –
HWM
163
Hemington Wealth Management
Virginia
$1K +$1K +34 New
SCM
164
Sterling Capital Management
North Carolina
$824 +$824 +18 New
BTI
165
Blue Trust Inc
Georgia
$783 +$783 +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 -$229 -5 -50%
MFG
171
Mendota Financial Group
Wisconsin
$92 +$92 +2 New
DF
172
Dunhill Financial
United Kingdom
$40 +$40 +1 New
TPSF
173
Texas Permanent School Fund
Texas
– -$547K -13,963 Closed
DM
174
Deerfield Management
New York
– -$541K -13,813 Closed
YIH
175
Y-Intercept (HK)
Hong Kong
– -$275K -7,024 Closed
4 5 6
7
8