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UHT

Universal Health Realty Income Trust

149 hedge funds and large institutions have $664M invested in Universal Health Realty Income Trust in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $379K | Put options by funds: $136K

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

25% more capital invested

Capital invested by funds: $531M → $664M (+$133M)

5% more funds holding

Funds holding: 142149 (+7)

0.55% more ownership

Funds ownership: 63.27%63.82% (+0.55%)

Holders
149
Holders Change
+7
Holders Change %
+4.93%
% of All Funds
3.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
53
Reduced
40
Closed
9
Calls
$379K
Puts
$136K
Net Calls
+$243K
Net Calls Change
+$199K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$170M -$990K -13,906 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$160M +$3.06M +42,965 +2%
State Street
3
State Street
Massachusetts
$50.4M +$6.73M +94,456 +17%
Renaissance Technologies
4
Renaissance Technologies
New York
$41.9M +$1.32M +18,500 +3%
ACM
5
Atlanta Capital Management
Georgia
$21.9M -$985K -13,834 -5%
Northern Trust
6
Northern Trust
Illinois
$19.9M +$393K +5,514 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$16.3M +$34K +478 +0.2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$15.2M +$1.29M +18,183 +10%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$14.8M +$23.7K +333 +0.2%
Charles Schwab
10
Charles Schwab
California
$12.8M +$484K +6,794 +4%
Norges Bank
11
Norges Bank
Norway
$12.3M
ProShare Advisors
12
ProShare Advisors
Maryland
$9.74M +$1.14M +16,055 +14%
Principal Financial Group
13
Principal Financial Group
Iowa
$7.69M -$74.6K -1,047 -1%
Ameriprise
14
Ameriprise
Minnesota
$5.65M -$168K -2,355 -3%
Morgan Stanley
15
Morgan Stanley
New York
$5.34M -$1.24M -17,431 -20%
Legal & General Group
16
Legal & General Group
United Kingdom
$5.29M +$370K +5,198 +8%
Wells Fargo
17
Wells Fargo
California
$4.92M +$596K +8,366 +15%
Bank of America
18
Bank of America
North Carolina
$4.35M -$958K -13,453 -19%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$4.24M +$997 +14 +0%
Goldman Sachs
20
Goldman Sachs
New York
$3.24M -$29.1K -408 -0.9%
PPA
21
Parametric Portfolio Associates
Washington
$3.09M -$87.9K -1,234 -3%
MAM
22
Martingale Asset Management
Massachusetts
$3.07M +$1M +14,100 +53%
Ohio Public Employees Retirement System (OPERS)
23
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.66M -$28.3K -398 -1%
UBS AM
24
UBS AM
Illinois
$2.37M -$120K -1,689 -5%
CC
25
Cannell & Co
New York
$2.06M

UHT Hedge Fund Activity: Q1 2019 in Review

149 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2019, worth a combined $664M — up 25% from $531M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UHT positions and 9 closed out — a net gain of 8 holders — while 53 added to existing stakes and 40 trimmed.

The largest buyer was State Street, adding an estimated $6.73M. The largest seller was Boenning & Scattergood, cutting an estimated $5.13M.

  • 149 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2019, up from 142 in Q4 2018.
  • Funds reported $664M of Universal Health Realty Income Trust stock for Q1 2019, up 25% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q1 2019 and 9 closed out, a net change of +8 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2019 was State Street, an estimated $6.73M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2019 was Boenning & Scattergood, an estimated $5.13M sold.

Based on aggregated 13F filings for Q1 2019.