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UHT

Universal Health Realty Income Trust

157 hedge funds and large institutions have $307M invested in Universal Health Realty Income Trust in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 53 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

3% more funds holding

Funds holding: 152157 (+5)

5.17% less ownership

Funds ownership: 65.63%60.45% (-5.2%)

21% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 53

22% less capital invested

Capital invested by funds: $392M → $307M (-$85.5M)

38% less call options, than puts

Call options by funds: $25K | Put options by funds: $40K

Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
42
Reduced
53
Closed
27
Calls
$25K
Puts
$40K
Net Calls
-$15K
Net Calls Change
-$564K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$80.2M -$2.3M -58,046 -3%
BlackRock
2
BlackRock
New York
$77.2M -$11M -278,019 -12%
State Street
3
State Street
Massachusetts
$21.9M -$9.58M -241,516 -29%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$11.7M +$257K +6,486 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$9.58M -$67.4K -1,700 -0.6%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$8.7M -$402K -10,131 -4%
ProShare Advisors
7
ProShare Advisors
Maryland
$7.21M +$469K +11,824 +6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$6.91M +$130K +3,279 +2%
Morgan Stanley
9
Morgan Stanley
New York
$5.53M -$4.87M -122,718 -45%
Northern Trust
10
Northern Trust
Illinois
$4.95M -$379K -9,549 -7%
Ameriprise
11
Ameriprise
Minnesota
$4.88M +$29.8K +752 +0.6%
Invesco
12
Invesco
Georgia
$4.14M -$277K -6,985 -6%
Charles Schwab
13
Charles Schwab
California
$3.83M +$84.5K +2,130 +2%
Millennium Management
14
Millennium Management
New York
$3.15M +$1.32M +33,287 +63%
Stifel Financial
15
Stifel Financial
Missouri
$2.58M -$464K -11,693 -14%
Principal Financial Group
16
Principal Financial Group
Iowa
$2.54M -$51.9K -1,309 -2%
State of New Jersey Common Pension Fund D
17
State of New Jersey Common Pension Fund D
New Jersey
$2.52M +$218K +5,504 +9%
JP Morgan Chase
18
JP Morgan Chase
New York
$2.01M +$638K +16,073 +41%
WA
19
WealthTrust Axiom
Pennsylvania
$1.57M +$19.9K +501 +1%
DIA
20
Dean Investment Associates
Ohio
$1.44M -$610K -15,372 -28%
UBS Group
21
UBS Group
Switzerland
$1.38M -$428K -10,780 -22%
Bank of America
22
Bank of America
North Carolina
$1.28M +$21.9K +553 +2%
Legal & General Group
23
Legal & General Group
United Kingdom
$1.28M -$3.17M -79,787 -70%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$1.19M -$13.8K -348 -1%
AA
25
ALPS Advisors
Colorado
$1.16M -$10.3K -259 -0.8%

UHT Hedge Fund Activity: Q1 2024 in Review

157 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2024, worth a combined $307M — down 22% from $392M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UHT positions and 27 closed out — a net gain of 6 holders — while 42 added to existing stakes and 53 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.32M. The largest seller was BlackRock, cutting an estimated $11M.

  • 157 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2024, up from 152 in Q4 2023.
  • Funds reported $307M of Universal Health Realty Income Trust stock for Q1 2024, down 22% quarter-over-quarter.
  • 33 funds opened new Universal Health Realty Income Trust positions in Q1 2024 and 27 closed out, a net change of +6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2024 was Millennium Management, an estimated $1.32M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2024 was BlackRock, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2024.