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UHT

Universal Health Realty Income Trust

160 hedge funds and large institutions have $557M invested in Universal Health Realty Income Trust in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

5% more funds holding

Funds holding: 153160 (+7)

1.39% less ownership

Funds ownership: 67.18%65.79% (-1.4%)

11% less capital invested

Capital invested by funds: $626M → $557M (-$69.1M)

19% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 54

97% less call options, than puts

Call options by funds: $18K | Put options by funds: $677K

Holders
160
Holders Change
+7
Holders Change %
+4.58%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
44
Reduced
54
Closed
16
Calls
$18K
Puts
$677K
Net Calls
-$659K
Net Calls Change
-$401K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$144M -$7.51K -111 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$135M +$3.55M +52,452 +2%
State Street
3
State Street
Massachusetts
$42.1M +$1.05M +15,523 +2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$23.5M -$5.29M -78,190 -17%
ACM
5
Atlanta Capital Management
Georgia
$22.8M +$322K +4,758 +1%
Renaissance Technologies
6
Renaissance Technologies
New York
$19M -$2.49M -36,800 -11%
Northern Trust
7
Northern Trust
Illinois
$16M -$667K -9,865 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$15.8M +$603K +8,907 +4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$11.8M +$86K +1,272 +0.7%
Legal & General Group
10
Legal & General Group
United Kingdom
$6.45M -$860K -12,713 -11%
Charles Schwab
11
Charles Schwab
California
$6.17M -$4.05M -59,910 -37%
Norges Bank
12
Norges Bank
Norway
$6.16M -$946K -13,985 -12%
Principal Financial Group
13
Principal Financial Group
Iowa
$5.46M +$41.9K +619 +0.7%
JP Morgan Chase
14
JP Morgan Chase
New York
$5.13M -$177K -2,615 -3%
Bank of America
15
Bank of America
North Carolina
$4.53M -$489K -7,222 -9%
Morgan Stanley
16
Morgan Stanley
New York
$3.87M +$1.19M +17,601 +39%
Ameriprise
17
Ameriprise
Minnesota
$3.67M -$106K -1,570 -3%
UBS AM
18
UBS AM
Illinois
$2.99M +$16.6K +246 +0.5%
N
19
Nuveen
North Carolina
$2.97M -$183K -2,711 -5%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$2.91M -$1.12M -16,580 -26%
Citigroup
21
Citigroup
New York
$2.5M +$1.61M +23,782 +142%
PPA
22
Parametric Portfolio Associates
Washington
$2.45M +$71.2K +1,053 +3%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$2.41M -$147K -2,172 -5%
Ohio Public Employees Retirement System (OPERS)
24
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.04M -$94.6K -1,398 -4%
Invesco
25
Invesco
Georgia
$1.99M +$628K +9,288 +40%

UHT Hedge Fund Activity: Q2 2021 in Review

160 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2021, worth a combined $557M — down 11% from $626M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UHT positions and 16 closed out — a net gain of 8 holders — while 44 added to existing stakes and 54 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.55M. The largest seller was ProShare Advisors, cutting an estimated $11.6M.

  • 160 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2021, up from 153 in Q1 2021.
  • Funds reported $557M of Universal Health Realty Income Trust stock for Q2 2021, down 11% quarter-over-quarter.
  • 24 funds opened new Universal Health Realty Income Trust positions in Q2 2021 and 16 closed out, a net change of +8 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2021 was Vanguard Group, an estimated $3.55M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2021 was ProShare Advisors, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2021.