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UHT

Universal Health Realty Income Trust

154 hedge funds and large institutions have $526M invested in Universal Health Realty Income Trust in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 49

2.14% less ownership

Funds ownership: 69.02%66.87% (-2.1%)

10% less funds holding

Funds holding: 172154 (-18)

31% less capital invested

Capital invested by funds: $766M → $526M (-$240M)

62% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 29

81% less call options, than puts

Call options by funds: $57K | Put options by funds: $308K

Holders
154
Holders Change
-18
Holders Change %
-10.47%
% of All Funds
3.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
56
Reduced
49
Closed
29
Calls
$57K
Puts
$308K
Net Calls
-$251K
Net Calls Change
-$85K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$126M +$892K +13,214 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$117M -$6.18M -91,562 -4%
State Street
3
State Street
Massachusetts
$36.7M -$2.82M -41,722 -6%
Renaissance Technologies
4
Renaissance Technologies
New York
$27.1M -$2.25M -33,300 -7%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$25.5M -$586K -8,691 -2%
ACM
6
Atlanta Capital Management
Georgia
$16.9M +$1.48M +21,882 +8%
Northern Trust
7
Northern Trust
Illinois
$15M -$39.3K -583 -0.2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13.8M +$536K +7,939 +3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$11.4M -$137K -2,024 -1%
Norges Bank
10
Norges Bank
Norway
$9.31M -$858K -12,710 -7%
Charles Schwab
11
Charles Schwab
California
$8.84M +$1.21M +17,959 +13%
ProShare Advisors
12
ProShare Advisors
Maryland
$6.54M +$2.57M +38,039 +50%
Legal & General Group
13
Legal & General Group
United Kingdom
$6.36M +$466K +6,906 +7%
Goldman Sachs
14
Goldman Sachs
New York
$5.45M +$3.15M +46,664 +95%
Principal Financial Group
15
Principal Financial Group
Iowa
$5.23M -$198K -2,939 -3%
N
16
Nuveen
North Carolina
$4.26M -$98.2K -1,455 -3%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$3.64M -$5.94K -88 -0.1%
Ameriprise
18
Ameriprise
Minnesota
$3.49M -$437K -6,479 -10%
Morgan Stanley
19
Morgan Stanley
New York
$3.41M -$1.66M -24,625 -29%
Bank of America
20
Bank of America
North Carolina
$3.38M +$596K +8,838 +18%
JP Morgan Chase
21
JP Morgan Chase
New York
$3.24M -$1.19M -17,564 -23%
Wells Fargo
22
Wells Fargo
California
$3.08M -$315K -4,665 -8%
UBS AM
23
UBS AM
Illinois
$2.34M +$118K +1,753 +4%
PPA
24
Parametric Portfolio Associates
Washington
$2.25M -$467K -6,915 -15%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$2.18M -$1.32M -19,567 -34%

UHT Hedge Fund Activity: Q3 2020 in Review

154 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2020, worth a combined $526M — down 31% from $766M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of UHT and 11 opened new positions — a net loss of 18 holders — while 49 trimmed existing stakes and 56 added.

The largest buyer was Goldman Sachs, adding an estimated $3.15M. The largest seller was Squarepoint, exiting entirely with an estimated $18.4M sold.

  • 154 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2020, down from 172 in Q2 2020.
  • Funds reported $526M of Universal Health Realty Income Trust stock for Q3 2020, down 31% quarter-over-quarter.
  • 11 funds opened new Universal Health Realty Income Trust positions in Q3 2020 and 29 closed out, a net change of -18 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2020 was Goldman Sachs, an estimated $3.15M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2020 was Squarepoint, an estimated $18.4M sold.

Based on aggregated 13F filings for Q3 2020.