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UHT

Universal Health Realty Income Trust

143 hedge funds and large institutions have $553M invested in Universal Health Realty Income Trust in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

6% more capital invested

Capital invested by funds: $522M → $553M (+$31.8M)

0.21% less ownership

Funds ownership: 63.15%62.94% (-0.21%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 146143 (-3)

15% less call options, than puts

Call options by funds: $339K | Put options by funds: $397K

Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
3.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
46
Reduced
41
Closed
15
Calls
$339K
Puts
$397K
Net Calls
-$58K
Net Calls Change
-$430K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$139M +$8.53M +138,365 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$131M -$4.62M -74,975 -4%
State Street
3
State Street
Massachusetts
$35.5M +$622K +10,091 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$32.6M -$2.39M -38,800 -7%
ACM
5
Atlanta Capital Management
Georgia
$19.5M +$546K +8,861 +3%
Northern Trust
6
Northern Trust
Illinois
$17M +$37.5K +609 +0.2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$14.8M -$444K -7,203 -3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$12.3M +$44.6K +724 +0.4%
Invesco
9
Invesco
Georgia
$11.5M -$78K -1,265 -0.7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11.2M +$1.07M +17,297 +11%
Norges Bank
11
Norges Bank
Norway
$10.4M
Charles Schwab
12
Charles Schwab
California
$9.89M +$539K +8,754 +6%
ProShare Advisors
13
ProShare Advisors
Maryland
$6.64M -$936K -15,190 -13%
Principal Financial Group
14
Principal Financial Group
Iowa
$6.3M -$467K -7,583 -7%
Bank of America
15
Bank of America
North Carolina
$5.79M -$777K -12,605 -12%
Ameriprise
16
Ameriprise
Minnesota
$5.13M +$95.5K +1,550 +2%
Morgan Stanley
17
Morgan Stanley
New York
$4.75M -$311K -5,049 -6%
Legal & General Group
18
Legal & General Group
United Kingdom
$4.18M +$355K +5,765 +10%
Deutsche Bank
19
Deutsche Bank
Germany
$3.7M -$1.14M -18,552 -24%
Wells Fargo
20
Wells Fargo
California
$3.37M +$54K +877 +2%
Goldman Sachs
21
Goldman Sachs
New York
$2.94M +$583K +9,453 +26%
Ohio Public Employees Retirement System (OPERS)
22
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.43M
PPA
23
Parametric Portfolio Associates
Washington
$2.26M +$60.2K +977 +3%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$2.14M +$97.5K +1,582 +5%
CS
25
Credit Suisse
Switzerland
$2.08M -$115K -1,859 -5%

UHT Hedge Fund Activity: Q2 2018 in Review

143 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2018, worth a combined $553M — up 6.1% from $522M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UHT and 14 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 46 added.

The largest buyer was BlackRock, adding an estimated $8.53M. The largest seller was Vanguard Group, cutting an estimated $4.62M.

  • 143 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2018, down from 146 in Q1 2018.
  • Funds reported $553M of Universal Health Realty Income Trust stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 14 funds opened new Universal Health Realty Income Trust positions in Q2 2018 and 15 closed out, a net change of -1 holder.
  • The largest Universal Health Realty Income Trust buyer in Q2 2018 was BlackRock, an estimated $8.53M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2018 was Vanguard Group, an estimated $4.62M sold.

Based on aggregated 13F filings for Q2 2018.