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UHT

Universal Health Realty Income Trust

165 hedge funds and large institutions have $522M invested in Universal Health Realty Income Trust in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

12% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 49

9% more capital invested

Capital invested by funds: $479M → $522M (+$43M)

7% more funds holding

Funds holding: 154165 (+11)

0.76% more ownership

Funds ownership: 62.96%63.72% (+0.76%)

47% less call options, than puts

Call options by funds: $987K | Put options by funds: $1.87M

Holders
165
Holders Change
+11
Holders Change %
+7.14%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
55
Reduced
49
Closed
18
Calls
$987K
Puts
$1.87M
Net Calls
-$879K
Net Calls Change
+$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$143M +$5.27M +90,688 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$131M +$2.71M +46,627 +2%
State Street
3
State Street
Massachusetts
$43.9M +$2.71M +46,587 +7%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$22.9M -$25.4K -436 -0.1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$16.9M -$174 -3 -0%
Renaissance Technologies
6
Renaissance Technologies
New York
$16.6M -$1.61M -27,700 -9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$11.5M -$100K -1,728 -0.9%
Northern Trust
8
Northern Trust
Illinois
$9.87M -$372K -6,400 -4%
Legal & General Group
9
Legal & General Group
United Kingdom
$6.49M -$64.7K -1,112 -1%
Charles Schwab
10
Charles Schwab
California
$6.11M +$116K +1,986 +2%
Norges Bank
11
Norges Bank
Norway
$5.95M
Principal Financial Group
12
Principal Financial Group
Iowa
$5.08M -$116K -1,987 -2%
PPA
13
Parametric Portfolio Associates
Washington
$4.95M +$2.17M +37,247 +81%
N
14
Nuveen
North Carolina
$4.89M +$557K +9,579 +13%
JP Morgan Chase
15
JP Morgan Chase
New York
$4.32M +$249K +4,273 +6%
Morgan Stanley
16
Morgan Stanley
New York
$3.97M +$98.8K +1,699 +3%
Ameriprise
17
Ameriprise
Minnesota
$3.43M +$35K +601 +1%
UBS AM
18
UBS AM
Illinois
$3.18M +$240K +4,121 +8%
SC
19
Shay Capital
New York
$2.68M +$872K +15,000 +50%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$2.3M -$1.1M -19,000 -33%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
21
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.16M +$616K +10,600 +41%
Citigroup
22
Citigroup
New York
$2.15M +$2.79K +48 +0.1%
Invesco
23
Invesco
Georgia
$2.02M +$26.8K +460 +1%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$2M -$43.2K -743 -2%
Wells Fargo
25
Wells Fargo
California
$1.99M +$317K +5,453 +19%

UHT Hedge Fund Activity: Q4 2021 in Review

165 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2021, worth a combined $522M — up 9% from $479M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UHT positions and 18 closed out — a net gain of 14 holders — while 55 added to existing stakes and 49 trimmed.

The largest buyer was BlackRock, adding an estimated $5.27M. The largest seller was Two Sigma Investments, cutting an estimated $2.46M.

  • 165 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2021, up from 154 in Q3 2021.
  • Funds reported $522M of Universal Health Realty Income Trust stock for Q4 2021, up 9% quarter-over-quarter.
  • 32 funds opened new Universal Health Realty Income Trust positions in Q4 2021 and 18 closed out, a net change of +14 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2021 was BlackRock, an estimated $5.27M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2021 was Two Sigma Investments, an estimated $2.46M sold.

Based on aggregated 13F filings for Q4 2021.