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UHT

Universal Health Realty Income Trust

182 hedge funds and large institutions have $1.13B invested in Universal Health Realty Income Trust in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 47

19% more capital invested

Capital invested by funds: $948M → $1.13B (+$181M)

13% more funds holding

Funds holding: 161182 (+21)

2.9% more ownership

Funds ownership: 67.15%70.05% (+2.9%)

21% less call options, than puts

Call options by funds: $516K | Put options by funds: $656K

Holders
182
Holders Change
+21
Holders Change %
+13.04%
% of All Funds
3.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
56
Reduced
47
Closed
9
Calls
$516K
Puts
$656K
Net Calls
-$140K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$261M +$3.13M +27,447 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$248M +$793K +6,965 +0.3%
State Street
3
State Street
Massachusetts
$77M -$6.87M -60,331 -8%
Renaissance Technologies
4
Renaissance Technologies
New York
$65.5M -$1.09M -9,590 -2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$55.3M +$10.6M +93,130 +25%
Northern Trust
6
Northern Trust
Illinois
$30.3M -$350K -3,071 -1%
ACM
7
Atlanta Capital Management
Georgia
$28.5M -$1.49M -13,094 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$26M +$856K +7,521 +4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$23.6M +$287K +2,525 +1%
Morgan Stanley
10
Morgan Stanley
New York
$22.3M +$6.79M +59,595 +46%
Charles Schwab
11
Charles Schwab
California
$21.7M +$582K +5,115 +3%
Invesco
12
Invesco
Georgia
$21.5M +$18.1M +158,579 +652%
Norges Bank
13
Norges Bank
Norway
$20.7M +$338K +2,970 +2%
Wells Fargo
14
Wells Fargo
California
$12.5M +$2.31M +20,260 +23%
ProShare Advisors
15
ProShare Advisors
Maryland
$12.3M -$1.26M -11,061 -10%
Principal Financial Group
16
Principal Financial Group
Iowa
$12M -$54.4K -478 -0.5%
Legal & General Group
17
Legal & General Group
United Kingdom
$10.4M +$563K +4,946 +6%
Ameriprise
18
Ameriprise
Minnesota
$8.24M -$141K -1,240 -2%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$7.32M +$321K +2,823 +5%
MAM
20
Martingale Asset Management
Massachusetts
$6.56M -$148K -1,300 -2%
Bank of America
21
Bank of America
North Carolina
$5.94M -$508K -4,464 -8%
PPA
22
Parametric Portfolio Associates
Washington
$5.1M +$128K +1,125 +3%
JP Morgan Chase
23
JP Morgan Chase
New York
$4.35M +$604K +5,304 +17%
N
24
Nuveen
North Carolina
$4.31M -$130K -1,146 -2%
UBS AM
25
UBS AM
Illinois
$4.19M +$165K +1,448 +4%

UHT Hedge Fund Activity: Q4 2019 in Review

182 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2019, worth a combined $1.13B — up 19% from $948M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UHT positions and 9 closed out — a net gain of 23 holders — while 56 added to existing stakes and 47 trimmed.

The largest buyer was Invesco, adding an estimated $18.1M. The largest seller was State Street, cutting an estimated $6.87M.

  • 182 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2019, up from 161 in Q3 2019.
  • Funds reported $1.13B of Universal Health Realty Income Trust stock for Q4 2019, up 19% quarter-over-quarter.
  • 32 funds opened new Universal Health Realty Income Trust positions in Q4 2019 and 9 closed out, a net change of +23 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2019 was Invesco, an estimated $18.1M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2019 was State Street, an estimated $6.87M sold.

Based on aggregated 13F filings for Q4 2019.