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UHT

Universal Health Realty Income Trust

172 hedge funds and large institutions have $974M invested in Universal Health Realty Income Trust in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.02% more ownership

Funds ownership: 70.05%78.07% (+8%)

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

5% less funds holding

Funds holding: 182172 (-10)

14% less capital invested

Capital invested by funds: $1.13B → $974M (-$155M)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

52% less call options, than puts

Call options by funds: $413K | Put options by funds: $859K

Holders
172
Holders Change
-10
Holders Change %
-5.49%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
54
Reduced
53
Closed
24
Calls
$413K
Puts
$859K
Net Calls
-$446K
Net Calls Change
-$306K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$219M -$6.03M -54,642 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$216M +$3.63M +32,954 +2%
State Street
3
State Street
Massachusetts
$70.9M +$5.19M +47,092 +7%
Renaissance Technologies
4
Renaissance Technologies
New York
$55.5M -$805K -7,300 -1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$46.5M -$1.08M -9,796 -2%
Northern Trust
6
Northern Trust
Illinois
$26.7M +$776K +7,033 +3%
ACM
7
Atlanta Capital Management
Georgia
$25.9M +$1.62M +14,672 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$23.6M +$1.34M +12,179 +5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$20.3M +$39.7K +360 +0.2%
Charles Schwab
10
Charles Schwab
California
$19.2M +$590K +5,354 +3%
Norges Bank
11
Norges Bank
Norway
$17.8M
Invesco
12
Invesco
Georgia
$15.1M -$3.66M -33,181 -18%
Morgan Stanley
13
Morgan Stanley
New York
$11.9M -$7.92M -71,812 -38%
Legal & General Group
14
Legal & General Group
United Kingdom
$9.95M +$1.14M +10,341 +12%
Principal Financial Group
15
Principal Financial Group
Iowa
$9.93M -$407K -3,694 -4%
ProShare Advisors
16
ProShare Advisors
Maryland
$9.67M -$1.02M -9,282 -9%
Goldman Sachs
17
Goldman Sachs
New York
$8.25M +$5.71M +51,738 +172%
Ameriprise
18
Ameriprise
Minnesota
$7.15M +$76.1K +690 +1%
JP Morgan Chase
19
JP Morgan Chase
New York
$7.09M +$3.67M +33,266 +90%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$6.39M +$114K +1,032 +2%
Wells Fargo
21
Wells Fargo
California
$6.33M -$4.83M -43,818 -41%
Victory Capital Management
22
Victory Capital Management
Texas
$5.99M +$2.7M +24,494 +70%
MAM
23
Martingale Asset Management
Massachusetts
$5.73M +$99.3K +900 +2%
Bank of America
24
Bank of America
North Carolina
$5M -$105K -956 -2%
PPA
25
Parametric Portfolio Associates
Washington
$4.99M +$668K +6,055 +14%

UHT Hedge Fund Activity: Q1 2020 in Review

172 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2020, worth a combined $974M — down 14% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of UHT and 17 opened new positions — a net loss of 7 holders — while 53 trimmed existing stakes and 54 added.

The largest buyer was VanEck Associates, adding an estimated $120M. The largest seller was Morgan Stanley, cutting an estimated $7.92M.

  • 172 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2020, down from 182 in Q4 2019.
  • Funds reported $974M of Universal Health Realty Income Trust stock for Q1 2020, down 14% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q1 2020 and 24 closed out, a net change of -7 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2020 was VanEck Associates, an estimated $120M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2020 was Morgan Stanley, an estimated $7.92M sold.

Based on aggregated 13F filings for Q1 2020.