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UHT

Universal Health Realty Income Trust

159 hedge funds and large institutions have $359M invested in Universal Health Realty Income Trust in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

2% more funds holding

Funds holding: 156159 (+3)

1.02% less ownership

Funds ownership: 65.25%64.23% (-1%)

16% less capital invested

Capital invested by funds: $428M → $359M (-$69.3M)

17% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 54

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
45
Reduced
54
Closed
9
Calls
$404K
Puts
Net Calls
+$404K
Net Calls Change
-$120K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$93.6M -$3M -64,805 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$90.2M -$621K -13,401 -0.6%
State Street
3
State Street
Massachusetts
$33.1M +$454K +9,800 +1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$12M -$336K -7,254 -2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$11.6M -$384K -8,280 -3%
Renaissance Technologies
6
Renaissance Technologies
New York
$10.5M +$213K +4,600 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.92M +$197K +4,248 +2%
ProShare Advisors
8
ProShare Advisors
Maryland
$7.1M +$243K +5,236 +3%
Northern Trust
9
Northern Trust
Illinois
$6.19M -$103K -2,217 -1%
Invesco
10
Invesco
Georgia
$4.73M +$24.1K +520 +0.4%
Legal & General Group
11
Legal & General Group
United Kingdom
$4.33M -$51K -1,100 -1%
Morgan Stanley
12
Morgan Stanley
New York
$4.26M -$55.8K -1,204 -1%
Stifel Financial
13
Stifel Financial
Missouri
$4.12M +$2.62M +56,624 +125%
Charles Schwab
14
Charles Schwab
California
$4.02M +$100K +2,167 +2%
Millennium Management
15
Millennium Management
New York
$3.67M +$2.75M +59,335 +189%
Principal Financial Group
16
Principal Financial Group
Iowa
$2.89M -$147K -3,175 -4%
State of New Jersey Common Pension Fund D
17
State of New Jersey Common Pension Fund D
New Jersey
$2.22M
UBS AM
18
UBS AM
Illinois
$2.12M -$136K -2,933 -5%
Ameriprise
19
Ameriprise
Minnesota
$1.8M -$205K -4,431 -9%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.79M -$216K -4,670 -10%
WA
21
WealthTrust Axiom
Pennsylvania
$1.67M -$24.8K -535 -1%
DIA
22
Dean Investment Associates
Ohio
$1.67M -$1.3M -28,095 -41%
UBS Group
23
UBS Group
Switzerland
$1.58M -$364K -7,861 -17%
Bank of America
24
Bank of America
North Carolina
$1.34M +$403K +8,705 +36%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$1.32M -$331K -7,139 -18%

UHT Hedge Fund Activity: Q3 2023 in Review

159 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2023, worth a combined $359M — down 16% from $428M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UHT positions and 9 closed out — a net gain of 6 holders — while 45 added to existing stakes and 54 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.75M. The largest seller was Norges Bank, cutting an estimated $3.86M.

  • 159 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2023, up from 156 in Q2 2023.
  • Funds reported $359M of Universal Health Realty Income Trust stock for Q3 2023, down 16% quarter-over-quarter.
  • 15 funds opened new Universal Health Realty Income Trust positions in Q3 2023 and 9 closed out, a net change of +6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2023 was Millennium Management, an estimated $2.75M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2023 was Norges Bank, an estimated $3.86M sold.

Based on aggregated 13F filings for Q3 2023.