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UHT

Universal Health Realty Income Trust

172 hedge funds and large institutions have $974M invested in Universal Health Realty Income Trust in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.02% more ownership

Funds ownership: 70.05%78.07% (+8%)

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

5% less funds holding

Funds holding: 182172 (-10)

14% less capital invested

Capital invested by funds: $1.13B → $974M (-$155M)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

52% less call options, than puts

Call options by funds: $413K | Put options by funds: $859K

Holders
172
Holders Change
-10
Holders Change %
-5.49%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
54
Reduced
53
Closed
24
Calls
$413K
Puts
$859K
Net Calls
-$446K
Net Calls Change
-$306K
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
176
Squarepoint
New York
-$266K -2,270 Closed
ECM
177
ExodusPoint Capital Management
New York
-$246K -2,100 Closed
NGA
178
Naples Global Advisors
Florida
-$246K -2,100 Closed
Envestnet Asset Management
179
Envestnet Asset Management
Illinois
-$246K -2,098 Closed
Lido Advisors
180
Lido Advisors
California
-$220K -1,875 Closed
IAA
181
Independent Advisor Alliance
North Carolina
-$215K -1,835 Closed
CCM
182
Coldstream Capital Management
Washington
-$208K -1,773 Closed
CGH
183
Crossmark Global Holdings
Texas
-$204K -1,740 Closed
CAN
184
Cetera Advisor Networks
California
-$202K -1,725 Closed
Point72 Asset Management
185
Point72 Asset Management
Connecticut
-$200K -1,700 Closed
PA
186
PSI Advisors
Florida
-$129K -1,106 Closed
TFA
187
Tobias Financial Advisors
Florida
-$78K -668 Closed
PI
188
PEAK6 Investments
Illinois
-$63K -541 Closed
PWP
189
Personal Wealth Partners
Minnesota
-$56K -480 Closed
IUHSA
190
Itau Unibanco Holding S.A.
Brazil
-$50K -428 Closed
SPIA
191
Steward Partners Investment Advisory
New York
-$35K -300 Closed
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
-$16K -136 Closed
TFO
193
Tarbox Family Office
California
-$2K -20 Closed
FGAM
194
Financial Gravity Asset Management
Texas
-$117K -4 Closed
CIM
195
Centersquare Investment Management
Pennsylvania
+$441 +4 New

UHT Hedge Fund Activity: Q1 2020 in Review

172 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2020, worth a combined $974M — down 14% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of UHT and 17 opened new positions — a net loss of 7 holders — while 53 trimmed existing stakes and 54 added.

The largest buyer was VanEck Associates, adding an estimated $120M. The largest seller was Morgan Stanley, cutting an estimated $7.92M.

  • 172 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2020, down from 182 in Q4 2019.
  • Funds reported $974M of Universal Health Realty Income Trust stock for Q1 2020, down 14% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q1 2020 and 24 closed out, a net change of -7 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2020 was VanEck Associates, an estimated $120M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2020 was Morgan Stanley, an estimated $7.92M sold.

Based on aggregated 13F filings for Q1 2020.