We are live on ! Find out more
UHT

Universal Health Realty Income Trust

157 hedge funds and large institutions have $307M invested in Universal Health Realty Income Trust in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 53 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

3% more funds holding

Funds holding: 152157 (+5)

5.17% less ownership

Funds ownership: 65.63%60.45% (-5.2%)

21% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 53

22% less capital invested

Capital invested by funds: $392M → $307M (-$85.5M)

38% less call options, than puts

Call options by funds: $25K | Put options by funds: $40K

Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
42
Reduced
53
Closed
27
Calls
$25K
Puts
$40K
Net Calls
-$15K
Net Calls Change
-$564K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
176
Bessemer Group
New Jersey
-$106K -2,437 Closed
VanEck Associates
177
VanEck Associates
New York
-$78K -1,803 Closed
SOW
178
State of Wyoming
Wyoming
-$40.2K -929 Closed
Lazard Asset Management
179
Lazard Asset Management
New York
-$38K -894 Closed
NS
180
NBC Securities
Alabama
-$8K -200 Closed
FFO
181
Fortitude Family Office
Arizona
-$4.09K -103 Closed
ASN
182
Advisory Services Network
Georgia
-$2.85K -66 Closed
PA
183
Pineridge Advisors
Missouri
-$1.04K -24 Closed
C
184
Covestor
United Kingdom
-$40 -1 Closed

UHT Hedge Fund Activity: Q1 2024 in Review

157 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2024, worth a combined $307M — down 22% from $392M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UHT positions and 27 closed out — a net gain of 6 holders — while 42 added to existing stakes and 53 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.32M. The largest seller was BlackRock, cutting an estimated $11M.

  • 157 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2024, up from 152 in Q4 2023.
  • Funds reported $307M of Universal Health Realty Income Trust stock for Q1 2024, down 22% quarter-over-quarter.
  • 33 funds opened new Universal Health Realty Income Trust positions in Q1 2024 and 27 closed out, a net change of +6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2024 was Millennium Management, an estimated $1.32M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2024 was BlackRock, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2024.