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UHT

Universal Health Realty Income Trust

151 hedge funds and large institutions have $384M invested in Universal Health Realty Income Trust in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

395% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $268K

1.33% less ownership

Funds ownership: 65.68%64.35% (-1.3%)

2% less funds holding

Funds holding: 154151 (-3)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

15% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 54

20% less capital invested

Capital invested by funds: $482M → $384M (-$98.2M)

Holders
151
Holders Change
-3
Holders Change %
-1.95%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
46
Reduced
54
Closed
20
Calls
$1.33M
Puts
$268K
Net Calls
+$1.06M
Net Calls Change
+$174K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$101M -$1.3M -25,532 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$95.4M +$734K +14,383 +0.7%
State Street
3
State Street
Massachusetts
$35M -$880K -17,244 -2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$15.7M -$85.5K -1,675 -0.5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$12.9M +$141K +2,765 +0.9%
Renaissance Technologies
6
Renaissance Technologies
New York
$11.1M -$1.42M -27,800 -10%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$8.04M -$46.8K -916 -0.5%
Northern Trust
8
Northern Trust
Illinois
$7.07M +$526K +10,312 +7%
Invesco
9
Invesco
Georgia
$7.03M -$578K -11,317 -7%
ProShare Advisors
10
ProShare Advisors
Maryland
$6.8M -$6.59K -129 -0.1%
Morgan Stanley
11
Morgan Stanley
New York
$4.95M -$1.24M -24,271 -17%
Legal & General Group
12
Legal & General Group
United Kingdom
$4.71M -$53.6K -1,050 -1%
Norges Bank
13
Norges Bank
Norway
$4.64M
Charles Schwab
14
Charles Schwab
California
$3.99M +$75.6K +1,480 +2%
Principal Financial Group
15
Principal Financial Group
Iowa
$3.41M -$80.1K -1,569 -2%
JP Morgan Chase
16
JP Morgan Chase
New York
$3.05M -$2.29M -44,762 -39%
Goldman Sachs
17
Goldman Sachs
New York
$2.6M -$312K -6,108 -9%
N
18
Nuveen
North Carolina
$2.42M -$281K -5,513 -9%
Ameriprise
19
Ameriprise
Minnesota
$2.38M -$83.9K -1,643 -3%
UBS AM
20
UBS AM
Illinois
$2.07M -$273K -5,349 -10%
Barclays
21
Barclays
United Kingdom
$1.67M +$17.7K +347 +0.9%
AA
22
ALPS Advisors
Colorado
$1.67M +$10.3K +201 +0.5%
WA
23
WealthTrust Axiom
Pennsylvania
$1.43M +$358K +7,008 +27%
Stifel Financial
24
Stifel Financial
Missouri
$1.33M -$27.9K -546 -2%
Swiss National Bank
25
Swiss National Bank
Switzerland
$1.33M

UHT Hedge Fund Activity: Q3 2022 in Review

151 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2022, worth a combined $384M — down 20% from $482M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of UHT and 18 opened new positions — a net loss of 2 holders — while 54 trimmed existing stakes and 46 added.

The largest buyer was Exchange Traded Concepts, adding an estimated $1.29M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $2.35M sold.

  • 151 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2022, down from 154 in Q2 2022.
  • Funds reported $384M of Universal Health Realty Income Trust stock for Q3 2022, down 20% quarter-over-quarter.
  • 18 funds opened new Universal Health Realty Income Trust positions in Q3 2022 and 20 closed out, a net change of -2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2022 was Exchange Traded Concepts, an estimated $1.29M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2022 was State of New Jersey Common Pension Fund D, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2022.