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UHT

Universal Health Realty Income Trust

173 hedge funds and large institutions have $405M invested in Universal Health Realty Income Trust in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 48

18% more capital invested

Capital invested by funds: $342M → $405M (+$62.7M)

9% more funds holding

Funds holding: 158173 (+15)

0.73% more ownership

Funds ownership: 63.19%63.92% (+0.73%)

Holders
173
Holders Change
+15
Holders Change %
+9.49%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
64
Reduced
48
Closed
6
Calls
$397K
Puts
Net Calls
+$397K
Net Calls Change
+$198K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$97.6M +$879K +20,449 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$75.4M -$11.8M -273,875 -14%
State Street
3
State Street
Massachusetts
$27M +$495K +11,520 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$15.2M +$217K +5,037 +2%
ProShare Advisors
5
ProShare Advisors
Maryland
$14.7M -$448K -10,418 -3%
Mirae Asset Global ETFs Holdings
6
Mirae Asset Global ETFs Holdings
Hong Kong
$14M +$60.1K +1,398 +0.5%
Renaissance Technologies
7
Renaissance Technologies
New York
$11.9M +$43K +1,000 +0.4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$10.8M -$334K -7,757 -3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$8.86M +$33.8K +785 +0.4%
Morgan Stanley
10
Morgan Stanley
New York
$8.33M +$327K +7,610 +4%
Ameriprise
11
Ameriprise
Minnesota
$7.06M +$59.8K +1,390 +0.9%
Northern Trust
12
Northern Trust
Illinois
$6.07M +$36.6K +850 +0.6%
Charles Schwab
13
Charles Schwab
California
$5.42M +$93.7K +2,178 +2%
Millennium Management
14
Millennium Management
New York
$5M +$1.06M +24,572 +29%
DIA
15
Dean Investment Associates
Ohio
$4.25M +$1.2M +27,871 +43%
Invesco
16
Invesco
Georgia
$4.13M -$893K -20,766 -19%
Goldman Sachs
17
Goldman Sachs
New York
$3.79M +$1.02M +23,634 +40%
JP Morgan Chase
18
JP Morgan Chase
New York
$3.74M +$1.39M +32,216 +65%
Stifel Financial
19
Stifel Financial
Missouri
$3.32M +$106K +2,471 +4%
Principal Financial Group
20
Principal Financial Group
Iowa
$2.97M -$76.4K -1,776 -3%
Jane Street
21
Jane Street
New York
$2.85M +$844K +19,614 +46%
HF
22
HRT Financial
New York
$2.81M +$972K +22,591 +58%
DCM
23
Dean Capital Management
Kansas
$2.62M +$1.43M +33,273 +139%
Bank of America
24
Bank of America
North Carolina
$2.59M -$152K -3,528 -6%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$2.44M +$1.84M +42,839 +410%

UHT Hedge Fund Activity: Q3 2024 in Review

173 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2024, worth a combined $405M — up 18% from $342M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UHT positions and 6 closed out — a net gain of 16 holders — while 64 added to existing stakes and 48 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $1.84M. The largest seller was Vanguard Group, cutting an estimated $11.8M.

  • 173 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2024, up from 158 in Q2 2024.
  • Funds reported $405M of Universal Health Realty Income Trust stock for Q3 2024, up 18% quarter-over-quarter.
  • 22 funds opened new Universal Health Realty Income Trust positions in Q3 2024 and 6 closed out, a net change of +16 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2024 was Arrowstreet Capital, an estimated $1.84M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2024 was Vanguard Group, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2024.