We are live on ! Find out more
UHT

Universal Health Realty Income Trust

148 hedge funds and large institutions have $656M invested in Universal Health Realty Income Trust in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

19% more capital invested

Capital invested by funds: $553M → $656M (+$103M)

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

3% more funds holding

Funds holding: 143148 (+5)

1.62% more ownership

Funds ownership: 62.94%64.56% (+1.6%)

98% less call options, than puts

Call options by funds: $7K | Put options by funds: $342K

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
3.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
45
Reduced
38
Closed
8
Calls
$7K
Puts
$342K
Net Calls
-$335K
Net Calls Change
-$277K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$167M +$5.02M +71,386 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$155M +$2.14M +30,411 +1%
State Street
3
State Street
Massachusetts
$42.8M +$1.49M +21,236 +4%
Renaissance Technologies
4
Renaissance Technologies
New York
$38.8M +$802K +11,400 +2%
ACM
5
Atlanta Capital Management
Georgia
$22.5M -$101K -1,437 -0.5%
Northern Trust
6
Northern Trust
Illinois
$20.2M +$336K +4,778 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$17.4M +$164K +2,329 +1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$14.4M +$74.7K +1,061 +0.6%
Invesco
9
Invesco
Georgia
$13.3M -$64.3K -913 -0.5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$13M +$4.08K +58 +0%
Charles Schwab
11
Charles Schwab
California
$12.1M +$571K +8,111 +5%
Norges Bank
12
Norges Bank
Norway
$12M
Principal Financial Group
13
Principal Financial Group
Iowa
$7.6M +$257K +3,653 +4%
ProShare Advisors
14
ProShare Advisors
Maryland
$7.31M -$389K -5,521 -5%
Bank of America
15
Bank of America
North Carolina
$6.45M -$266K -3,774 -4%
Morgan Stanley
16
Morgan Stanley
New York
$6.24M +$679K +9,648 +13%
Ameriprise
17
Ameriprise
Minnesota
$5.53M -$405K -5,750 -7%
Legal & General Group
18
Legal & General Group
United Kingdom
$5.11M +$256K +3,639 +6%
Wells Fargo
19
Wells Fargo
California
$3.9M -$16.7K -237 -0.5%
Goldman Sachs
20
Goldman Sachs
New York
$3.64M +$210K +2,981 +6%
Deutsche Bank
21
Deutsche Bank
Germany
$3.23M -$1.01M -14,395 -25%
PPA
22
Parametric Portfolio Associates
Washington
$2.78M +$147K +2,092 +6%
Ohio Public Employees Retirement System (OPERS)
23
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.66M -$153K -2,175 -6%
UBS AM
24
UBS AM
Illinois
$2.44M +$79.7K +1,133 +4%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$2.4M -$86.9K -1,235 -4%

UHT Hedge Fund Activity: Q3 2018 in Review

148 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2018, worth a combined $656M — up 19% from $553M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UHT positions and 8 closed out — a net gain of 6 holders — while 45 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $5.02M. The largest seller was JP Morgan Chase, cutting an estimated $1.03M.

  • 148 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2018, up from 143 in Q2 2018.
  • Funds reported $656M of Universal Health Realty Income Trust stock for Q3 2018, up 19% quarter-over-quarter.
  • 14 funds opened new Universal Health Realty Income Trust positions in Q3 2018 and 8 closed out, a net change of +6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2018 was BlackRock, an estimated $5.02M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2018 was JP Morgan Chase, an estimated $1.03M sold.

Based on aggregated 13F filings for Q3 2018.