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UHT

Universal Health Realty Income Trust

161 hedge funds and large institutions have $948M invested in Universal Health Realty Income Trust in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

22% more capital invested

Capital invested by funds: $776M → $948M (+$172M)

5% more funds holding

Funds holding: 154161 (+7)

0.54% less ownership

Funds ownership: 67.69%67.15% (-0.54%)

25% less call options, than puts

Call options by funds: $401K | Put options by funds: $534K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
161
Holders Change
+7
Holders Change %
+4.55%
% of All Funds
3.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
54
Reduced
44
Closed
13
Calls
$401K
Puts
$534K
Net Calls
-$133K
Net Calls Change
-$261K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$226M -$164K -1,746 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$217M -$593K -6,299 -0.3%
State Street
3
State Street
Massachusetts
$73.6M +$371K +3,941 +0.6%
Renaissance Technologies
4
Renaissance Technologies
New York
$58.3M +$443K +4,700 +0.8%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$38.8M +$11.9M +125,879 +50%
Northern Trust
6
Northern Trust
Illinois
$26.9M +$474K +5,035 +2%
ACM
7
Atlanta Capital Management
Georgia
$26.3M -$949K -10,077 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$22M +$243K +2,583 +1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$20.4M +$170K +1,800 +0.9%
Charles Schwab
10
Charles Schwab
California
$18.5M +$539K +5,727 +3%
Norges Bank
11
Norges Bank
Norway
$17.8M +$1.06M +11,256 +7%
Morgan Stanley
12
Morgan Stanley
New York
$13.4M -$3.57M -37,890 -23%
ProShare Advisors
13
ProShare Advisors
Maryland
$11.9M -$3.59M -38,099 -25%
Principal Financial Group
14
Principal Financial Group
Iowa
$10.6M +$112K +1,190 +1%
Wells Fargo
15
Wells Fargo
California
$8.88M +$843K +8,946 +12%
Legal & General Group
16
Legal & General Group
United Kingdom
$8.57M +$415K +4,404 +6%
Ameriprise
17
Ameriprise
Minnesota
$7.35M -$146K -1,545 -2%
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$6.12M +$99.2K +1,053 +2%
MAM
19
Martingale Asset Management
Massachusetts
$5.88M
Bank of America
20
Bank of America
North Carolina
$5.66M +$335K +3,556 +7%
PPA
21
Parametric Portfolio Associates
Washington
$4.35M +$171K +1,813 +4%
N
22
Nuveen
North Carolina
$4.35M -$121K -1,280 -2%
Victory Capital Management
23
Victory Capital Management
Texas
$3.77M +$3.45M +36,673 New
UBS AM
24
UBS AM
Illinois
$3.52M +$380K +4,032 +13%
First Trust Advisors
25
First Trust Advisors
Illinois
$3.48M +$956K +10,150 +43%

UHT Hedge Fund Activity: Q3 2019 in Review

161 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2019, worth a combined $948M — up 22% from $776M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UHT positions and 13 closed out — a net gain of 7 holders — while 54 added to existing stakes and 44 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $11.9M. The largest seller was Boenning & Scattergood, exiting entirely with an estimated $5.59M sold.

  • 161 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2019, up from 154 in Q2 2019.
  • Funds reported $948M of Universal Health Realty Income Trust stock for Q3 2019, up 22% quarter-over-quarter.
  • 20 funds opened new Universal Health Realty Income Trust positions in Q3 2019 and 13 closed out, a net change of +7 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2019 was Bank of New York Mellon, an estimated $11.9M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2019 was Boenning & Scattergood, an estimated $5.59M sold.

Based on aggregated 13F filings for Q3 2019.