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UHT

Universal Health Realty Income Trust

156 hedge funds and large institutions have $428M invested in Universal Health Realty Income Trust in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $780K | Put options by funds: $256K

0.58% less ownership

Funds ownership: 65.82%65.25% (-0.58%)

2% less capital invested

Capital invested by funds: $437M → $428M (-$8.82M)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

6% less funds holding

Funds holding: 166156 (-10)

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
156
Holders Change
-10
Holders Change %
-6.02%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
54
Reduced
57
Closed
19
Calls
$780K
Puts
$256K
Net Calls
+$524K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$113M +$3.41M +74,108 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$107M -$1.23M -26,877 -1%
State Street
3
State Street
Massachusetts
$38.5M -$535K -11,637 -1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$14.5M +$387K +8,422 +3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$14.1M -$649K -14,124 -5%
Renaissance Technologies
6
Renaissance Technologies
New York
$12.1M +$289K +6,300 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$9.12M +$203K +4,417 +2%
ProShare Advisors
8
ProShare Advisors
Maryland
$8.11M -$718K -15,621 -8%
Northern Trust
9
Northern Trust
Illinois
$7.4M -$360K -7,828 -5%
Invesco
10
Invesco
Georgia
$5.54M -$1.82M -39,693 -25%
Legal & General Group
11
Legal & General Group
United Kingdom
$5.15M -$81.7K -1,777 -2%
Norges Bank
12
Norges Bank
Norway
$5.11M
Morgan Stanley
13
Morgan Stanley
New York
$5.07M -$739K -16,081 -13%
Charles Schwab
14
Charles Schwab
California
$4.62M +$19.9K +432 +0.4%
Principal Financial Group
15
Principal Financial Group
Iowa
$3.55M -$200K -4,345 -6%
DIA
16
Dean Investment Associates
Ohio
$3.3M +$468K +10,193 +17%
UBS AM
17
UBS AM
Illinois
$2.66M
State of New Jersey Common Pension Fund D
18
State of New Jersey Common Pension Fund D
New Jersey
$2.61M +$565K +12,307 +29%
Ameriprise
19
Ameriprise
Minnesota
$2.32M -$128K -2,794 -5%
JP Morgan Chase
20
JP Morgan Chase
New York
$2.32M -$928K -20,200 -29%
UBS Group
21
UBS Group
Switzerland
$2.24M +$736K +16,020 +52%
Stifel Financial
22
Stifel Financial
Missouri
$2.16M -$26.5K -576 -1%
WA
23
WealthTrust Axiom
Pennsylvania
$1.99M +$272K +5,912 +16%
N
24
Nuveen
North Carolina
$1.96M +$641K +13,942 +51%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$1.89M +$339K +7,377 +23%

UHT Hedge Fund Activity: Q2 2023 in Review

156 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2023, worth a combined $428M — down 2% from $437M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of UHT and 9 opened new positions — a net loss of 10 holders — while 57 trimmed existing stakes and 54 added.

The largest buyer was BlackRock, adding an estimated $3.41M. The largest seller was Invesco, cutting an estimated $1.82M.

  • 156 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2023, down from 166 in Q1 2023.
  • Funds reported $428M of Universal Health Realty Income Trust stock for Q2 2023, down 2% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q2 2023 and 19 closed out, a net change of -10 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2023 was BlackRock, an estimated $3.41M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2023 was Invesco, an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2023.