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UHT

Universal Health Realty Income Trust

134 hedge funds and large institutions have $267M invested in Universal Health Realty Income Trust in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $248M → $267M (+$19.1M)

1% more funds holding

Funds holding: 133134 (+1)

0.44% more ownership

Funds ownership: 48.88%49.31% (+0.44%)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

Holders
134
Holders Change
+1
Holders Change %
+0.75%
% of All Funds
3.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
38
Reduced
47
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.65M +$1.09M +25,965 +200%
Goldman Sachs
27
Goldman Sachs
New York
$1.62M -$769K -18,330 -32%
Deutsche Bank
28
Deutsche Bank
Germany
$1.47M +$225K +5,355 +18%
Morgan Stanley
29
Morgan Stanley
New York
$1.46M -$177K -4,214 -11%
BIM
30
BlackRock Investment Management
Delaware
$1.33M -$28.9K -688 -2%
TIAAOA
31
Teachers Insurance & Annuity Association of America
New York
$1.29M -$47.8K -1,140 -4%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$1.28M
DG
33
Davidson & Garrard
Virginia
$1.25M +$7.01K +167 +0.6%
U
34
UBS
Switzerland
$1.19M +$851K +20,287 +259%
WA
35
WealthTrust Axiom
Pennsylvania
$1.17M +$25.9K +617 +2%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$1.11M +$21K +500 +2%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.09M -$214K -5,100 -16%
AllianceBernstein
38
AllianceBernstein
Tennessee
$1.04M -$17.8K -424 -2%
LJAC
39
L.J. Altfest & Co
New York
$1M -$99.2K -2,365 -9%
State Board of Administration of Florida Retirement System
40
State Board of Administration of Florida Retirement System
Florida
$998K
Legal & General Group
41
Legal & General Group
United Kingdom
$989K -$16.8K -400 -2%
DLG
42
Daniel L. Goodwin
$965K
CS
43
Credit Suisse
Switzerland
$919K -$568K -13,547 -38%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$913K +$4.2K +100 +0.5%
UBS AM
45
UBS AM
Illinois
$826K +$143K +3,400 +21%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$773K -$26K -620 -3%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$743K -$29.4K -700 -4%
PAM
48
Panagora Asset Management
Massachusetts
$688K +$116K +2,767 +20%
SCA
49
Secor Capital Advisors
New York
$684K -$1.68K -40 -0.2%
PPA
50
Parametric Portfolio Associates
Washington
$644K +$121K +2,883 +23%

UHT Hedge Fund Activity: Q1 2014 in Review

134 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2014, worth a combined $267M — up 7.7% from $248M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UHT positions and 7 closed out — a net gain of 2 holders — while 38 added to existing stakes and 47 trimmed.

The largest buyer was Atlanta Capital Management, adding an estimated $3.21M. The largest seller was TFS Capital, cutting an estimated $1.68M.

  • 134 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2014, up from 133 in Q4 2013.
  • Funds reported $267M of Universal Health Realty Income Trust stock for Q1 2014, up 7.7% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q1 2014 and 7 closed out, a net change of +2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2014 was Atlanta Capital Management, an estimated $3.21M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2014 was TFS Capital, an estimated $1.68M sold.

Based on aggregated 13F filings for Q1 2014.