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UHT

Universal Health Realty Income Trust
UHT

150 hedge funds and large institutions have $596M invested in Universal Health Realty Income Trust in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $526M → $596M (+$70.3M)

0.06% less ownership

Funds ownership: 66.87% → 66.82% (-0.06%)

3% less funds holding

Funds holding: 154 → 150 (-4)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

21% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 53

Holders
150
Holders Change
-4
Holders Change %
-2.6%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
42
Reduced
53
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$4.68M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$1.46M
4
ProShare Advisors
ProShare Advisors
Maryland
+$1.39M
5
ACM
Atlanta Capital Management
Georgia
+$1.32M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$4.56M
2
MAM
Martingale Asset Management
Massachusetts
-$1.44M
3
Goldman Sachs
Goldman Sachs
New York
-$1.28M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.17M
5
Wells Fargo
Wells Fargo
California
-$836K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$147M +$4.68M +77,124 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$134M +$2M +32,952 +2%
State Street
3
State Street
Massachusetts
$42M +$628K +10,342 +2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$29.4M +$637K +10,493 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$25.7M -$4.56M -75,034 -16%
ACM
6
Atlanta Capital Management
Georgia
$20.4M +$1.32M +21,702 +7%
Northern Trust
7
Northern Trust
Illinois
$17.3M +$337K +5,544 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$14.9M -$685K -11,288 -5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$12.4M -$505K -8,311 -4%
Norges Bank
10
Norges Bank
Norway
$10.5M – – –
Charles Schwab
11
Charles Schwab
California
$10M +$26.5K +437 +0.3%
ProShare Advisors
12
ProShare Advisors
Maryland
$8.85M +$1.39M +22,877 +20%
Legal & General Group
13
Legal & General Group
United Kingdom
$7.32M +$133K +2,190 +2%
Principal Financial Group
14
Principal Financial Group
Iowa
$5.66M -$220K -3,625 -4%
KBC Group
15
KBC Group
Belgium
$5.5M -$90K -1,482 -9%
Goldman Sachs
16
Goldman Sachs
New York
$4.8M -$1.28M -21,049 -22%
JP Morgan Chase
17
JP Morgan Chase
New York
$4.47M +$719K +11,840 +21%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$4.16M +$49.4K +814 +1%
N
19
Nuveen
North Carolina
$4.1M -$123K -2,021 -4%
Bank of America
20
Bank of America
North Carolina
$4.06M +$237K +3,897 +7%
Ameriprise
21
Ameriprise
Minnesota
$3.86M -$75.4K -1,242 -2%
Morgan Stanley
22
Morgan Stanley
New York
$3.13M -$670K -11,030 -18%
UBS AM
23
UBS AM
Illinois
$3M +$346K +5,700 +14%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$2.62M +$157K +2,578 +7%
Wells Fargo
25
Wells Fargo
California
$2.59M -$836K -13,773 -25%
1
2 3 4 5

UHT Hedge Fund Activity: Q4 2020 in Review

150 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2020, worth a combined $596M — up 13% from $526M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of UHT and 17 opened new positions — a net loss of 3 holders — while 53 trimmed existing stakes and 42 added.

The largest buyer was BlackRock, adding an estimated $4.68M. The largest seller was Renaissance Technologies, cutting an estimated $4.56M.

  • 150 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2020, down from 154 in Q3 2020.
  • Funds reported $596M of Universal Health Realty Income Trust stock for Q4 2020, up 13% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q4 2020 and 20 closed out, a net change of -3 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2020 was BlackRock, an estimated $4.68M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2020 was Renaissance Technologies, an estimated $4.56M sold.

Based on aggregated 13F filings for Q4 2020.