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UHT

Universal Health Realty Income Trust
UHT

142 hedge funds and large institutions have $302M invested in Universal Health Realty Income Trust in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more capital invested

Capital invested by funds: $296M → $302M (+$5.97M)

0.16% more ownership

Funds ownership: 49.06% → 49.22% (+0.16%)

0% more funds holding

Funds holding: 142 → 142 (0)

45% less call options, than puts

Call options by funds: $103K | Put options by funds: $188K

Holders
142
Holders Change
–
Holders Change %
0%
% of All Funds
3.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
51
Reduced
46
Closed
10
Calls
$103K
Puts
$188K
Net Calls
-$85K
Net Calls Change
-$243K

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.52M
2
Bank of America
Bank of America
North Carolina
+$2.04M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.66M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.19M
5
BFA
BlackRock Fund Advisors
California
+$857K

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$1.8M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$1.39M
3
Comerica Bank
Comerica Bank
Texas
-$882K
4
ECM
Endurant Capital Management
California
-$850K
5
MAM
Martingale Asset Management
Massachusetts
-$591K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
26
Cannell & Co
New York
$1.51M – – –
UBS AM
27
UBS AM
Illinois
$1.4M +$133K +2,800 +10%
Asset Management One
28
Asset Management One
Japan
$1.39M -$212K -4,449 -13%
New York State Teachers Retirement System (NYSTRS)
29
New York State Teachers Retirement System (NYSTRS)
New York
$1.37M -$9.52K -200 -0.7%
Fiera Capital (Canada)
30
Fiera Capital (Canada)
Quebec, Canada
$1.29M – – –
WA
31
WealthTrust Axiom
Pennsylvania
$1.26M +$809 +17 +0.1%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$1.19M – – –
AllianceBernstein
33
AllianceBernstein
Tennessee
$1.18M -$7.14K -150 -0.6%
SO
34
STRS Ohio
Ohio
$1.17M -$7.8K -164 -0.7%
Legal & General Group
35
Legal & General Group
United Kingdom
$1.12M -$286K -6,000 -20%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$1.07M – – –
Wells Fargo
37
Wells Fargo
California
$1.05M +$33.9K +713 +3%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$1M +$71.4K +1,501 +8%
DG
39
Davidson & Garrard
Virginia
$970K -$164K -3,450 -14%
UBS Group
40
UBS Group
Switzerland
$888K +$181K +3,797 +25%
PPA
41
Parametric Portfolio Associates
Washington
$886K +$27.1K +570 +3%
PAM
42
Panagora Asset Management
Massachusetts
$872K -$163K -3,435 -16%
TA
43
Teachers Advisors
New York
$852K – – –
Swiss National Bank
44
Swiss National Bank
Switzerland
$840K +$109K +2,300 +15%
TIAAOA
45
Teachers Insurance & Annuity Association of America
New York
$797K – – –
Millennium Management
46
Millennium Management
New York
$784K +$795K +16,697 New
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$778K -$160K -3,372 -17%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$771K – – –
FCBT
49
First Citizens Bank & Trust
North Carolina
$767K +$714 +15 +0.1%
DLG
50
Daniel L. Goodwin
$733K – – –
1
2
3 4 5

UHT Hedge Fund Activity: Q3 2015 in Review

142 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2015, worth a combined $302M — up 2% from $296M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new UHT positions and 10 closed out — a net gain of 1 holder — while 51 added to existing stakes and 46 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $2.52M. The largest seller was First Trust Advisors, cutting an estimated $1.8M.

  • 142 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $302M of Universal Health Realty Income Trust stock for Q3 2015, up 2% quarter-over-quarter.
  • 11 funds opened new Universal Health Realty Income Trust positions in Q3 2015 and 10 closed out, a net change of +1 holder.
  • The largest Universal Health Realty Income Trust buyer in Q3 2015 was Bank of New York Mellon, an estimated $2.52M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2015 was First Trust Advisors, an estimated $1.8M sold.

Based on aggregated 13F filings for Q3 2015.