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UHT

Universal Health Realty Income Trust

154 hedge funds and large institutions have $479M invested in Universal Health Realty Income Trust in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 46

2.83% less ownership

Funds ownership: 65.79%62.96% (-2.8%)

4% less funds holding

Funds holding: 160154 (-6)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

14% less capital invested

Capital invested by funds: $557M → $479M (-$77.3M)

89% less call options, than puts

Call options by funds: $372K | Put options by funds: $3.43M

Holders
154
Holders Change
-6
Holders Change %
-3.75%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
49
Reduced
46
Closed
25
Calls
$372K
Puts
$3.43M
Net Calls
-$3.05M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$128M -$1.85M -31,387 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$119M -$2.39M -40,605 -2%
State Street
3
State Street
Massachusetts
$38.2M +$471K +8,005 +1%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$21.3M +$216K +3,669 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$17M -$29.4K -500 -0.2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$15.7M +$1.54M +26,105 +10%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$10.8M +$172K +2,914 +2%
Northern Trust
8
Northern Trust
Illinois
$9.52M -$5.2M -88,264 -34%
Legal & General Group
9
Legal & General Group
United Kingdom
$6.1M +$325K +5,517 +5%
Charles Schwab
10
Charles Schwab
California
$5.57M +$29.7K +504 +0.5%
Norges Bank
11
Norges Bank
Norway
$5.53M
Principal Financial Group
12
Principal Financial Group
Iowa
$4.83M -$68.7K -1,166 -1%
N
13
Nuveen
North Carolina
$4.02M +$1.44M +24,453 +51%
Two Sigma Investments
14
Two Sigma Investments
New York
$3.81M +$3.7M +62,779 +1,029%
JP Morgan Chase
15
JP Morgan Chase
New York
$3.78M -$889K -15,106 -18%
Morgan Stanley
16
Morgan Stanley
New York
$3.6M +$133K +2,264 +4%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$3.19M +$3.11M +52,900 +1,113%
Ameriprise
18
Ameriprise
Minnesota
$3.15M -$146K -2,474 -4%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$3.07M +$3.27M +55,494 New
UBS AM
20
UBS AM
Illinois
$2.72M +$38.2K +649 +1%
PPA
21
Parametric Portfolio Associates
Washington
$2.54M +$356K +6,052 +15%
Goldman Sachs
22
Goldman Sachs
New York
$2.32M +$638K +10,841 +35%
Stifel Financial
23
Stifel Financial
Missouri
$2.15M +$1.45M +24,550 +170%
Citigroup
24
Citigroup
New York
$1.99M -$264K -4,478 -11%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$1.9M -$276K -4,690 -12%

UHT Hedge Fund Activity: Q3 2021 in Review

154 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2021, worth a combined $479M — down 14% from $557M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of UHT and 22 opened new positions — a net loss of 3 holders — while 46 trimmed existing stakes and 49 added.

The largest buyer was Two Sigma Investments, adding an estimated $3.7M. The largest seller was Atlanta Capital Management, exiting entirely with an estimated $22.8M sold.

  • 154 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2021, down from 160 in Q2 2021.
  • Funds reported $479M of Universal Health Realty Income Trust stock for Q3 2021, down 14% quarter-over-quarter.
  • 22 funds opened new Universal Health Realty Income Trust positions in Q3 2021 and 25 closed out, a net change of -3 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2021 was Two Sigma Investments, an estimated $3.7M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2021 was Atlanta Capital Management, an estimated $22.8M sold.

Based on aggregated 13F filings for Q3 2021.