We are live on ! Find out more
UHT

Universal Health Realty Income Trust
UHT

133 hedge funds and large institutions have $248M invested in Universal Health Realty Income Trust in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 132 → 133 (+1)

4% less capital invested

Capital invested by funds: $259M → $248M (-$10.9M)

2.34% less ownership

Funds ownership: 51.21% → 48.88% (-2.3%)

29% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 48

Holders
133
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
3.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
34
Reduced
48
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.56M
2
Barclays
Barclays
United Kingdom
+$1.29M
3
BFA
BlackRock Fund Advisors
California
+$1.16M
4
Morgan Stanley
Morgan Stanley
New York
+$1.08M
5
Two Sigma Investments
Two Sigma Investments
New York
+$788K

Top Sellers

Rank Fund Capital Flow
1
TCIM
TIAA CREF Investment Management
New York
-$8.07M
2
TA
Teachers Advisors
New York
-$7.67M
3
PIM
Perkins Investment Management
Illinois
-$1.04M
4
WT
Whittier Trust
California
-$830K
5
Bank of America
Bank of America
North Carolina
-$541K
Name Holding Trade Value Shares
Change 		Change in
Stake
Asset Management One
26
Asset Management One
Japan
$1.8M -$133K -3,136 -7%
Prudential Financial
27
Prudential Financial
New Jersey
$1.7M -$16.1K -380 -0.9%
Morgan Stanley
28
Morgan Stanley
New York
$1.55M +$1.08M +25,453 +191%
CS
29
Credit Suisse
Switzerland
$1.41M +$75.3K +1,782 +5%
BIM
30
BlackRock Investment Management
Delaware
$1.29M -$26.6K -630 -2%
TIAAOA
31
Teachers Insurance & Annuity Association of America
New York
$1.27M – – –
Public Sector Pension Investment Board (PSP Investments)
32
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.24M +$12.7K +300 +1%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$1.22M – – –
DG
34
Davidson & Garrard
Virginia
$1.18M -$18K -425 -1%
Deutsche Bank
35
Deutsche Bank
Germany
$1.18M -$467K -11,049 -27%
WA
36
WealthTrust Axiom
Pennsylvania
$1.08M +$15.6K +368 +1%
JP Morgan Chase
37
JP Morgan Chase
New York
$1.04M -$335K -7,933 -23%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$1.04M -$15.6K -368 -1%
LJAC
39
L.J. Altfest & Co
New York
$1.04M +$1.09M +25,851 New
AllianceBernstein
40
AllianceBernstein
Tennessee
$1.01M -$80.9K -1,913 -7%
Legal & General Group
41
Legal & General Group
United Kingdom
$954K – – –
State Board of Administration of Florida Retirement System
42
State Board of Administration of Florida Retirement System
Florida
$947K – – –
DLG
43
Daniel L. Goodwin
$915K +$306K +7,242 +46%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$862K +$4.23K +100 +0.5%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$758K -$2.11K -50 -0.3%
Two Sigma Investments
46
Two Sigma Investments
New York
$747K +$788K +18,648 New
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$732K -$16.9K -400 -2%
SCA
48
Secor Capital Advisors
New York
$650K +$686K +16,228 New
UBS AM
49
UBS AM
Illinois
$647K +$25.4K +600 +4%
Comerica Bank
50
Comerica Bank
Texas
$609K -$19.9K -470 -3%
1
2
3 4 5

UHT Hedge Fund Activity: Q4 2013 in Review

133 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2013, worth a combined $248M — down 4.2% from $259M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UHT positions and 10 closed out — a net gain of 2 holders — while 34 added to existing stakes and 48 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.56M. The largest seller was TIAA CREF Investment Management, cutting an estimated $8.07M.

  • 133 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2013, up from 132 in Q3 2013.
  • Funds reported $248M of Universal Health Realty Income Trust stock for Q4 2013, down 4.2% quarter-over-quarter.
  • 12 funds opened new Universal Health Realty Income Trust positions in Q4 2013 and 10 closed out, a net change of +2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2013 was Vanguard Group, an estimated $1.56M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2013 was TIAA CREF Investment Management, an estimated $8.07M sold.

Based on aggregated 13F filings for Q4 2013.