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UHT

Universal Health Realty Income Trust

153 hedge funds and large institutions have $626M invested in Universal Health Realty Income Trust in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

2% more funds holding

Funds holding: 150153 (+3)

5% more capital invested

Capital invested by funds: $596M → $626M (+$29.7M)

4% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 45

0.36% more ownership

Funds ownership: 66.82%67.18% (+0.36%)

62% less call options, than puts

Call options by funds: $155K | Put options by funds: $413K

Holders
153
Holders Change
+3
Holders Change %
+2%
% of All Funds
2.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
47
Reduced
45
Closed
18
Calls
$155K
Puts
$413K
Net Calls
-$258K
Net Calls Change
-$258K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$159M +$4.18M +63,531 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$145M +$3.95M +60,061 +3%
State Street
3
State Street
Massachusetts
$45.3M +$957K +14,549 +2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$31.2M +$132K +2,001 +0.4%
ACM
5
Atlanta Capital Management
Georgia
$24.8M +$3.1M +47,180 +15%
Renaissance Technologies
6
Renaissance Technologies
New York
$23.4M -$3.64M -55,366 -14%
Northern Trust
7
Northern Trust
Illinois
$18.3M +$71.9K +1,092 +0.4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$16.8M +$1.13M +17,166 +7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$12.9M -$116K -1,770 -0.9%
ProShare Advisors
10
ProShare Advisors
Maryland
$11.8M +$2.44M +37,143 +27%
Charles Schwab
11
Charles Schwab
California
$10.9M +$298K +4,533 +3%
Legal & General Group
12
Legal & General Group
United Kingdom
$7.96M +$243K +3,687 +3%
Norges Bank
13
Norges Bank
Norway
$7.73M -$3.25M -49,368 -30%
Principal Financial Group
14
Principal Financial Group
Iowa
$5.97M -$5.13K -78 -0.1%
JP Morgan Chase
15
JP Morgan Chase
New York
$5.83M +$1.09M +16,491 +24%
Bank of America
16
Bank of America
North Carolina
$5.48M +$1.16M +17,558 +28%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$4.33M -$51.7K -786 -1%
Ameriprise
18
Ameriprise
Minnesota
$4.14M +$79K +1,201 +2%
N
19
Nuveen
North Carolina
$3.46M -$114K -1,728 -3%
Goldman Sachs
20
Goldman Sachs
New York
$3.31M -$1.69M -25,736 -34%
UBS AM
21
UBS AM
Illinois
$3.28M +$110K +1,664 +4%
Morgan Stanley
22
Morgan Stanley
New York
$3.06M -$235K -3,576 -7%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$2.8M +$35.5K +539 +1%
PPA
24
Parametric Portfolio Associates
Washington
$2.63M +$28.9K +439 +1%
Ohio Public Employees Retirement System (OPERS)
25
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.34M +$121K +1,832 +6%

UHT Hedge Fund Activity: Q1 2021 in Review

153 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2021, worth a combined $626M — up 5% from $596M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UHT positions and 18 closed out — a net gain of 4 holders — while 47 added to existing stakes and 45 trimmed.

The largest buyer was BlackRock, adding an estimated $4.18M. The largest seller was Renaissance Technologies, cutting an estimated $3.64M.

  • 153 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2021, up from 150 in Q4 2020.
  • Funds reported $626M of Universal Health Realty Income Trust stock for Q1 2021, up 5% quarter-over-quarter.
  • 22 funds opened new Universal Health Realty Income Trust positions in Q1 2021 and 18 closed out, a net change of +4 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2021 was BlackRock, an estimated $4.18M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2021 was Renaissance Technologies, an estimated $3.64M sold.

Based on aggregated 13F filings for Q1 2021.