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UHT

Universal Health Realty Income Trust

166 hedge funds and large institutions have $415M invested in Universal Health Realty Income Trust in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $682K | Put options by funds: $210K

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

10% more funds holding

Funds holding: 151166 (+15)

8% more capital invested

Capital invested by funds: $384M → $415M (+$30.9M)

0.11% less ownership

Funds ownership: 64.35%64.24% (-0.11%)

4% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 52

Holders
166
Holders Change
+15
Holders Change %
+9.93%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
50
Reduced
52
Closed
13
Calls
$682K
Puts
$210K
Net Calls
+$472K
Net Calls Change
-$586K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$115M +$3.96M +82,100 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$104M -$1.28M -26,581 -1%
State Street
3
State Street
Massachusetts
$39.3M +$633K +13,137 +2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$17.1M -$153K -3,171 -0.9%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$14.2M -$26.4K -548 -0.2%
Renaissance Technologies
6
Renaissance Technologies
New York
$11.7M -$569K -11,800 -5%
Invesco
7
Invesco
Georgia
$8.21M +$449K +9,326 +6%
Northern Trust
8
Northern Trust
Illinois
$7.89M +$90K +1,867 +1%
Morgan Stanley
9
Morgan Stanley
New York
$5.76M +$295K +6,112 +5%
Legal & General Group
10
Legal & General Group
United Kingdom
$5.31M +$99.8K +2,071 +2%
Norges Bank
11
Norges Bank
Norway
$5.13M
Charles Schwab
12
Charles Schwab
California
$4.53M +$126K +2,612 +3%
Principal Financial Group
13
Principal Financial Group
Iowa
$3.87M +$100K +2,080 +3%
JP Morgan Chase
14
JP Morgan Chase
New York
$2.83M -$552K -11,463 -16%
Ameriprise
15
Ameriprise
Minnesota
$2.56M -$78.5K -1,628 -3%
DIA
16
Dean Investment Associates
Ohio
$2.17M +$2.19M +45,524 New
State of New Jersey Common Pension Fund D
17
State of New Jersey Common Pension Fund D
New Jersey
$2.15M +$2.18M +45,133 New
Barclays
18
Barclays
United Kingdom
$2.06M +$223K +4,621 +12%
WA
19
WealthTrust Axiom
Pennsylvania
$1.69M +$109K +2,261 +7%
AA
20
ALPS Advisors
Colorado
$1.51M -$333K -6,917 -18%
Swiss National Bank
21
Swiss National Bank
Switzerland
$1.51M +$33.7K +700 +2%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$1.44M +$15.5K +322 +1%
N
23
Nuveen
North Carolina
$1.32M -$1.36M -28,250 -51%
Amundi
24
Amundi
France
$1.31M +$955K +19,825 +330%
Goldman Sachs
25
Goldman Sachs
New York
$1.31M -$1.59M -32,915 -55%

UHT Hedge Fund Activity: Q4 2022 in Review

166 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2022, worth a combined $415M — up 8% from $384M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UHT positions and 13 closed out — a net gain of 17 holders — while 50 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $3.96M. The largest seller was ProShare Advisors, exiting entirely with an estimated $6.8M sold.

  • 166 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2022, up from 151 in Q3 2022.
  • Funds reported $415M of Universal Health Realty Income Trust stock for Q4 2022, up 8% quarter-over-quarter.
  • 30 funds opened new Universal Health Realty Income Trust positions in Q4 2022 and 13 closed out, a net change of +17 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2022 was BlackRock, an estimated $3.96M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2022 was ProShare Advisors, an estimated $6.8M sold.

Based on aggregated 13F filings for Q4 2022.