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UHT

Universal Health Realty Income Trust

166 hedge funds and large institutions have $437M invested in Universal Health Realty Income Trust in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $890K | Put options by funds: $264K

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

5% more capital invested

Capital invested by funds: $415M → $437M (+$22.4M)

1.58% more ownership

Funds ownership: 64.24%65.82% (+1.6%)

0% more funds holding

Funds holding: 166166 (0)

5% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 56

Holders
166
Holders Change
Holders Change %
0%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
53
Reduced
56
Closed
15
Calls
$890K
Puts
$264K
Net Calls
+$626K
Net Calls Change
+$154K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$111M -$5.63M -109,075 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$109M +$4.63M +89,603 +4%
State Street
3
State Street
Massachusetts
$39.5M -$91.9K -1,781 -0.2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$14.9M -$2.56M -49,530 -14%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$14.2M -$63.9K -1,238 -0.4%
Renaissance Technologies
6
Renaissance Technologies
New York
$11.9M +$134K +2,600 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$9.01M +$231K +4,471 +2%
ProShare Advisors
8
ProShare Advisors
Maryland
$8.95M +$9.61M +186,118 New
Northern Trust
9
Northern Trust
Illinois
$7.86M -$110K -2,137 -1%
Invesco
10
Invesco
Georgia
$7.51M -$823K -15,948 -9%
Morgan Stanley
11
Morgan Stanley
New York
$5.9M +$105K +2,033 +2%
Legal & General Group
12
Legal & General Group
United Kingdom
$5.3M -$56.4K -1,092 -1%
Norges Bank
13
Norges Bank
Norway
$5.17M
Charles Schwab
14
Charles Schwab
California
$4.66M +$91.3K +1,769 +2%
Principal Financial Group
15
Principal Financial Group
Iowa
$3.8M -$110K -2,128 -3%
JP Morgan Chase
16
JP Morgan Chase
New York
$3.32M +$507K +9,817 +17%
DIA
17
Dean Investment Associates
Ohio
$2.84M +$701K +13,586 +30%
UBS AM
18
UBS AM
Illinois
$2.66M +$2.85M +55,276 New
Ameriprise
19
Ameriprise
Minnesota
$2.48M -$100K -1,941 -4%
Stifel Financial
20
Stifel Financial
Missouri
$2.21M +$1.22M +23,724 +107%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$2.05M -$134K -2,591 -6%
Barclays
22
Barclays
United Kingdom
$1.9M -$196K -3,789 -9%
WA
23
WealthTrust Axiom
Pennsylvania
$1.73M +$31.6K +612 +2%
Bank of America
24
Bank of America
North Carolina
$1.63M +$745K +14,438 +74%
Citadel Advisors
25
Citadel Advisors
Florida
$1.59M +$1.7M +33,024 New

UHT Hedge Fund Activity: Q1 2023 in Review

166 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2023, worth a combined $437M — up 5.4% from $415M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UHT positions and 15 closed out — a net gain of 2 holders — while 53 added to existing stakes and 56 trimmed.

The largest buyer was ProShare Advisors, opening a new position worth an estimated $9.61M. The largest seller was BlackRock, cutting an estimated $5.63M.

  • 166 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $437M of Universal Health Realty Income Trust stock for Q1 2023, up 5.4% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q1 2023 and 15 closed out, a net change of +2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2023 was ProShare Advisors, an estimated $9.61M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2023 was BlackRock, an estimated $5.63M sold.

Based on aggregated 13F filings for Q1 2023.