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UHT

Universal Health Realty Income Trust

172 hedge funds and large institutions have $766M invested in Universal Health Realty Income Trust in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0% more funds holding

Funds holding: 172172 (0)

9.05% less ownership

Funds ownership: 78.07%69.02% (-9.1%)

16% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 61

21% less capital invested

Capital invested by funds: $974M → $766M (-$208M)

33% less call options, than puts

Call options by funds: $343K | Put options by funds: $509K

Holders
172
Holders Change
Holders Change %
0%
% of All Funds
3.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
51
Reduced
61
Closed
19
Calls
$343K
Puts
$509K
Net Calls
-$166K
Net Calls Change
+$280K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$174M +$1.7M +18,056 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$170M -$307K -3,264 -0.2%
State Street
3
State Street
Massachusetts
$54.5M -$1.7M -18,061 -3%
Renaissance Technologies
4
Renaissance Technologies
New York
$40.4M -$3.96M -42,100 -8%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$36.3M -$475K -5,048 -1%
ACM
6
Atlanta Capital Management
Georgia
$21.8M +$1.61M +17,143 +7%
Northern Trust
7
Northern Trust
Illinois
$21M -$73.9K -785 -0.3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$18.6M +$89.8K +954 +0.4%
Squarepoint
9
Squarepoint
New York
$18.4M +$8.55M +90,839 New
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$16.1M +$119K +1,262 +0.6%
Norges Bank
11
Norges Bank
Norway
$14M
Charles Schwab
12
Charles Schwab
California
$10.9M -$5.03M -53,449 -28%
Legal & General Group
13
Legal & General Group
United Kingdom
$8.32M +$571K +6,060 +6%
Principal Financial Group
14
Principal Financial Group
Iowa
$7.53M -$357K -3,793 -4%
Morgan Stanley
15
Morgan Stanley
New York
$6.71M -$3.14M -33,388 -28%
ProShare Advisors
16
ProShare Advisors
Maryland
$6.1M -$1.8M -19,151 -20%
JP Morgan Chase
17
JP Morgan Chase
New York
$5.98M +$467K +4,965 +7%
Ameriprise
18
Ameriprise
Minnesota
$5.38M -$307K -3,264 -5%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$5.08M +$2.12M +22,554 +54%
Wells Fargo
20
Wells Fargo
California
$4.67M -$382K -4,059 -6%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$4.59M -$534K -5,675 -9%
MAM
22
Martingale Asset Management
Massachusetts
$4.52M
N
23
Nuveen
North Carolina
$4.37M -$6.5K -69 -0.1%
Bank of America
24
Bank of America
North Carolina
$4.01M +$78.4K +833 +2%
Goldman Sachs
25
Goldman Sachs
New York
$3.9M -$3.09M -32,853 -40%

UHT Hedge Fund Activity: Q2 2020 in Review

172 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2020, worth a combined $766M — down 21% from $974M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UHT positions and 19 closed out — a net gain of 2 holders — while 51 added to existing stakes and 61 trimmed.

The largest buyer was Squarepoint, opening a new position worth an estimated $8.55M. The largest seller was VanEck Associates, cutting an estimated $103M.

  • 172 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $766M of Universal Health Realty Income Trust stock for Q2 2020, down 21% quarter-over-quarter.
  • 21 funds opened new Universal Health Realty Income Trust positions in Q2 2020 and 19 closed out, a net change of +2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2020 was Squarepoint, an estimated $8.55M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2020 was VanEck Associates, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2020.