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UHT

Universal Health Realty Income Trust

142 hedge funds and large institutions have $342M invested in Universal Health Realty Income Trust in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

13% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 45

13% more capital invested

Capital invested by funds: $302M → $342M (+$40.2M)

3.18% more ownership

Funds ownership: 49.22%52.4% (+3.2%)

0% more funds holding

Funds holding: 142142 (0)

42% less call options, than puts

Call options by funds: $122K | Put options by funds: $210K

Holders
142
Holders Change
Holders Change %
0%
% of All Funds
3.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
51
Reduced
45
Closed
7
Calls
$122K
Puts
$210K
Net Calls
-$88K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$1.78M -$200K -4,000 -10%
UBS AM
27
UBS AM
Illinois
$1.55M +$58.6K +1,172 +4%
New York State Teachers Retirement System (NYSTRS)
28
New York State Teachers Retirement System (NYSTRS)
New York
$1.43M -$30K -600 -2%
Asset Management One
29
Asset Management One
Japan
$1.43M -$94.5K -1,890 -6%
WA
30
WealthTrust Axiom
Pennsylvania
$1.38M +$35.8K +716 +3%
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$1.38M
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$1.36M +$95K +1,900 +8%
SO
33
STRS Ohio
Ohio
$1.25M +$3K +60 +0.2%
AllianceBernstein
34
AllianceBernstein
Tennessee
$1.23M -$20.5K -410 -2%
Legal & General Group
35
Legal & General Group
United Kingdom
$1.2M
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$1.16M +$15K +300 +1%
CC
37
Cannell & Co
New York
$1.1M
PPA
38
Parametric Portfolio Associates
Washington
$1.08M +$136K +2,725 +14%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.07M -$2.5K -50 -0.2%
DG
40
Davidson & Garrard
Virginia
$1.03M -$5K -100 -0.5%
UBS Group
41
UBS Group
Switzerland
$958K +$12K +240 +1%
TA
42
Teachers Advisors
New York
$908K
PAM
43
Panagora Asset Management
Massachusetts
$897K -$32.4K -649 -3%
Swiss National Bank
44
Swiss National Bank
Switzerland
$895K
First Trust Advisors
45
First Trust Advisors
Illinois
$856K +$628K +12,563 +275%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$841K +$12K +240 +1%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$821K
FCBT
48
First Citizens Bank & Trust
North Carolina
$783K -$34.1K -683 -4%
DLG
49
Daniel L. Goodwin
$781K
RFC
50
Russell Frank Company
Washington
$770K +$682K +13,647 +972%

UHT Hedge Fund Activity: Q4 2015 in Review

142 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2015, worth a combined $342M — up 13% from $302M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UHT positions and 7 closed out — a net gain of 1 holder — while 51 added to existing stakes and 45 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $21.1M. The largest seller was Invesco, cutting an estimated $3.1M.

  • 142 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $342M of Universal Health Realty Income Trust stock for Q4 2015, up 13% quarter-over-quarter.
  • 8 funds opened new Universal Health Realty Income Trust positions in Q4 2015 and 7 closed out, a net change of +1 holder.
  • The largest Universal Health Realty Income Trust buyer in Q4 2015 was State Street, an estimated $21.1M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2015 was Invesco, an estimated $3.1M sold.

Based on aggregated 13F filings for Q4 2015.