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UHT

Universal Health Realty Income Trust

154 hedge funds and large institutions have $482M invested in Universal Health Realty Income Trust in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $563K

1.44% more ownership

Funds ownership: 64.24%65.68% (+1.4%)

9% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 54

4% less funds holding

Funds holding: 160154 (-6)

7% less capital invested

Capital invested by funds: $516M → $482M (-$34.5M)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

Holders
154
Holders Change
-6
Holders Change %
-3.75%
% of All Funds
2.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
49
Reduced
54
Closed
20
Calls
$1.45M
Puts
$563K
Net Calls
+$884K
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$125M +$79.7K +1,508 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$117M -$2.66M -50,348 -2%
State Street
3
State Street
Massachusetts
$44M +$276K +5,214 +0.6%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$19.4M -$1.3M -24,594 -6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$15.7M +$1.56M +29,491 +11%
Renaissance Technologies
6
Renaissance Technologies
New York
$15.2M +$143K +2,700 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$9.95M -$295K -5,578 -3%
Invesco
8
Invesco
Georgia
$9.26M +$6.34K +120 +0.1%
ProShare Advisors
9
ProShare Advisors
Maryland
$8.38M +$8.33M +157,591 New
Northern Trust
10
Northern Trust
Illinois
$8.15M -$274K -5,183 -3%
Morgan Stanley
11
Morgan Stanley
New York
$7.38M +$3.24M +61,385 +79%
JP Morgan Chase
12
JP Morgan Chase
New York
$6.14M +$2.72M +51,410 +80%
Legal & General Group
13
Legal & General Group
United Kingdom
$5.86M +$109K +2,057 +2%
Norges Bank
14
Norges Bank
Norway
$5.72M +$393K +7,426 +7%
Charles Schwab
15
Charles Schwab
California
$4.84M -$104K -1,969 -2%
Principal Financial Group
16
Principal Financial Group
Iowa
$4.29M -$220K -4,168 -5%
Goldman Sachs
17
Goldman Sachs
New York
$3.53M +$2.34M +44,264 +200%
N
18
Nuveen
North Carolina
$3.27M +$1.06M +20,118 +49%
Ameriprise
19
Ameriprise
Minnesota
$3.02M +$22.2K +420 +0.7%
UBS AM
20
UBS AM
Illinois
$2.84M -$7.19K -136 -0.3%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$2.35M
AA
22
ALPS Advisors
Colorado
$2.04M +$2.03M +38,349 New
Barclays
23
Barclays
United Kingdom
$2.03M +$1.47M +27,856 +269%
SC
24
Shay Capital
New York
$1.73M -$132K -2,500 -7%
Stifel Financial
25
Stifel Financial
Missouri
$1.67M +$22.1K +418 +1%

UHT Hedge Fund Activity: Q2 2022 in Review

154 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2022, worth a combined $482M — down 6.7% from $516M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of UHT and 17 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 49 added.

The largest buyer was ProShare Advisors, opening a new position worth an estimated $8.33M. The largest seller was Vanguard Group, cutting an estimated $2.66M.

  • 154 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2022, down from 160 in Q1 2022.
  • Funds reported $482M of Universal Health Realty Income Trust stock for Q2 2022, down 6.7% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q2 2022 and 20 closed out, a net change of -3 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2022 was ProShare Advisors, an estimated $8.33M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2022 was Vanguard Group, an estimated $2.66M sold.

Based on aggregated 13F filings for Q2 2022.