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UHT

Universal Health Realty Income Trust

142 hedge funds and large institutions have $531M invested in Universal Health Realty Income Trust in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $215K | Put options by funds: $171K

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

1.29% less ownership

Funds ownership: 64.56%63.27% (-1.3%)

4% less funds holding

Funds holding: 148142 (-6)

19% less capital invested

Capital invested by funds: $656M → $531M (-$125M)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
142
Holders Change
-6
Holders Change %
-4.05%
% of All Funds
3.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
49
Reduced
39
Closed
14
Calls
$215K
Puts
$171K
Net Calls
+$44K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$139M +$1.13M +16,721 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$127M -$1.13M -16,682 -0.8%
State Street
3
State Street
Massachusetts
$35M -$298K -4,393 -0.8%
Renaissance Technologies
4
Renaissance Technologies
New York
$32.8M +$888K +13,100 +3%
ACM
5
Atlanta Capital Management
Georgia
$18.6M +$55.5K +819 +0.3%
Northern Trust
6
Northern Trust
Illinois
$15.8M -$942K -13,907 -5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$13.2M -$1.29M -19,040 -8%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$11.9M +$60.8K +897 +0.5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$11.2M +$481K +7,095 +4%
Charles Schwab
10
Charles Schwab
California
$9.98M -$2.24K -33 -0%
Norges Bank
11
Norges Bank
Norway
$9.93M
ProShare Advisors
12
ProShare Advisors
Maryland
$6.91M +$974K +14,369 +15%
Principal Financial Group
13
Principal Financial Group
Iowa
$6.3M +$38.4K +567 +0.6%
Morgan Stanley
14
Morgan Stanley
New York
$5.4M +$277K +4,094 +5%
Ameriprise
15
Ameriprise
Minnesota
$4.73M +$180K +2,660 +4%
Bank of America
16
Bank of America
North Carolina
$4.35M -$1.07M -15,740 -18%
Legal & General Group
17
Legal & General Group
United Kingdom
$3.97M -$283K -4,183 -6%
Wells Fargo
18
Wells Fargo
California
$3.48M +$286K +4,217 +8%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$3.43M +$1.61M +23,730 +74%
Goldman Sachs
20
Goldman Sachs
New York
$2.65M -$386K -5,691 -12%
PPA
21
Parametric Portfolio Associates
Washington
$2.58M +$320K +4,720 +13%
BS
22
Boenning & Scattergood
Pennsylvania
$2.41M +$4.88M +72,031 +1,334%
Ohio Public Employees Retirement System (OPERS)
23
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.18M -$12.4K -183 -0.5%
UBS AM
24
UBS AM
Illinois
$2.03M +$13.6K +200 +0.6%
CS
25
Credit Suisse
Switzerland
$1.88M +$213K +3,138 +11%

UHT Hedge Fund Activity: Q4 2018 in Review

142 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2018, worth a combined $531M — down 19% from $656M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of UHT and 9 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 49 added.

The largest buyer was Boenning & Scattergood, adding an estimated $4.88M. The largest seller was Invesco, cutting an estimated $10.5M.

  • 142 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2018, down from 148 in Q3 2018.
  • Funds reported $531M of Universal Health Realty Income Trust stock for Q4 2018, down 19% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q4 2018 and 14 closed out, a net change of -5 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2018 was Boenning & Scattergood, an estimated $4.88M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2018 was Invesco, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2018.