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UHT

Universal Health Realty Income Trust

132 hedge funds and large institutions have $259M invested in Universal Health Realty Income Trust in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.12% more ownership

Funds ownership: 49.09%51.21% (+2.1%)

3% less capital invested

Capital invested by funds: $268M → $259M (-$9.29M)

5% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 44

5% less funds holding

Funds holding: 139132 (-7)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
132
Holders Change
-7
Holders Change %
-5.04%
% of All Funds
4.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
42
Reduced
44
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$1.8M +$28.5K +670 +2%
TC
27
TFS Capital
Pennsylvania
$1.75M +$1.14M +26,828 +178%
Deutsche Bank
28
Deutsche Bank
Germany
$1.69M +$224K +5,271 +15%
JP Morgan Chase
29
JP Morgan Chase
New York
$1.42M -$222K -5,213 -13%
CS
30
Credit Suisse
Switzerland
$1.4M +$12.5K +294 +0.9%
BIM
31
BlackRock Investment Management
Delaware
$1.38M -$103K -2,415 -7%
TIAAOA
32
Teachers Insurance & Annuity Association of America
New York
$1.33M
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.28M +$285K +6,700 +28%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$1.27M
DG
35
Davidson & Garrard
Virginia
$1.25M -$129K -3,035 -9%
FC
36
Fiera Capital
New York
$1.15M
AllianceBernstein
37
AllianceBernstein
Tennessee
$1.13M +$297 +7 +0%
WA
38
WealthTrust Axiom
Pennsylvania
$1.12M +$415K +9,767 +58%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$1.09M +$195K +4,600 +21%
PIM
40
Perkins Investment Management
Illinois
$1.04M +$1.05M +24,768 New
Legal & General Group
41
Legal & General Group
United Kingdom
$997K
State Board of Administration of Florida Retirement System
42
State Board of Administration of Florida Retirement System
Florida
$989K
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$897K +$28.8K +677 +3%
WT
44
Whittier Trust
California
$830K
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$794K -$33.9K -797 -4%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$782K -$29.7K -700 -4%
SO
47
STRS Ohio
Ohio
$699K +$68K +1,600 +11%
Comerica Bank
48
Comerica Bank
Texas
$656K +$666K +15,665 New
DLG
49
Daniel L. Goodwin
$654K -$308K -7,242 -32%
UBS AM
50
UBS AM
Illinois
$651K -$97.7K -2,300 -13%

UHT Hedge Fund Activity: Q3 2013 in Review

132 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2013, worth a combined $259M — down 3.5% from $268M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UHT and 9 opened new positions — a net loss of 6 holders — while 44 trimmed existing stakes and 42 added.

The largest buyer was Teachers Advisors, adding an estimated $7.78M. The largest seller was Renaissance Technologies, cutting an estimated $2.5M.

  • 132 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2013, down from 139 in Q2 2013.
  • Funds reported $259M of Universal Health Realty Income Trust stock for Q3 2013, down 3.5% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q3 2013 and 15 closed out, a net change of -6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2013 was Teachers Advisors, an estimated $7.78M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2013 was Renaissance Technologies, an estimated $2.5M sold.

Based on aggregated 13F filings for Q3 2013.